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iShares Russell 2000 Value ETF
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Overview Fund Activity

619 hedge funds and large institutions have $6.89B invested in iShares Russell 2000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+17
Holders Change %
+2.82%
% of All Funds
14.17%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.05%
New
61
Increased
212
Reduced
197
Closed
40
Calls
$14.4M
Puts
$53.2M
Net Calls
-$38.8M
Net Calls Change
-$25.8M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$424M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$67M
3
B
Bailard
California
$63.6M
4
Citigroup
Citigroup
New York
$64.2M
5
Wells Fargo
Wells Fargo
California
$230M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
AG
Advisor Group
Arizona
$6.71M
4
NIMC
NWQ Investment Management Company
California
$0
5
QIM
Quantitative Investment Management
Virginia
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
501
Asset Planning Services (Pennsylvania)
Pennsylvania
$166K +$1.39K +11 +0.8%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$166K +$2.12K +16 +1%
CFG
503
Citizens Financial Group
Rhode Island
$164K -$2.27K -17 -1%
MWPCG
504
Measured Wealth Private Client Group
New Hampshire
$163K +$163K +1,225 New
RE
505
RBC Europe
United Kingdom
$163K – – –
CAL
506
Capital Advisors Ltd
Ohio
$162K – – –
Rockefeller Capital Management
507
Rockefeller Capital Management
New York
$162K +$26.6K +200 +20%
CWM
508
Cranbrook Wealth Management
Michigan
$156K – – –
CAC
509
Certified Advisory Corp
Florida
$156K +$133 +1 +0.1%
Lazard Asset Management
510
Lazard Asset Management
New York
$146K – – –
FHA
511
Flagship Harbor Advisors
Massachusetts
$145K +$25.8K +197 +22%
PC
512
Pecaut & Co
Iowa
$144K +$144K +1,085 New
WCM
513
Wealthcare Capital Management
Virginia
$143K +$14.6K +110 +11%
SIM
514
Sonora Investment Management
Arizona
$139K +$43.1K +268 +45%
MAM
515
Meeder Asset Management
Ohio
$136K +$35.5K +267 +35%
CC
516
Cassaday & Co
Virginia
$127K – – –
CFGS
517
Concourse Financial Group Securities
Alabama
$124K +$124K +931 New
VC
518
Vestor Capital
Illinois
$122K – – –
BBHC
519
Brown Brothers Harriman & Co
New York
$121K +$47.7K +358 +65%
CTC
520
Central Trust Company
Missouri
$119K – – –
WWM
521
Wagner Wealth Management
South Carolina
$111K +$267 +2 +0.2%
EA
522
Elm Advisors
California
$111K +$111K +835 New
BWA
523
BDO Wealth Advisors
Florida
$110K – – –
BA
524
Ballew Advisors
Mississippi
$110K +$119 +1 +0.1%
ADL
525
Asset Dedication LLC
California
$101K +$47.2K +352 +88%
19 20
21
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