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iShares Russell 2000 Value ETF
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Overview Fund Activity

602 hedge funds and large institutions have $6.51B invested in iShares Russell 2000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 189 increasing their positions, 187 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
13.8%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
1.08%
New
54
Increased
189
Reduced
187
Closed
44
Calls
$12.7M
Puts
$25.7M
Net Calls
-$13M
Net Calls Change
-$5.18M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$160M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$74.9M
3
Victory Capital Management
Victory Capital Management
Texas
+$53.6M
4
AG
Advisor Group
Arizona
+$49.9M
5
NIMC
NWQ Investment Management Company
California
+$39.4M

Top Sellers

1
JG
Jefferies Group
New York
-$48.8M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$42.7M
3
LCM
Landscape Capital Management
New Jersey
-$28.9M
4
Wells Fargo
Wells Fargo
California
-$26.3M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
526
Princeton Capital Management
New Jersey
$59K – – –
TIM
527
Tortoise Investment Management
New York
$58K – – –
B
528
Bridgeworth
Alabama
$57K +$57K +436 New
CB
529
CNB Bank
Pennsylvania
$56K +$40.4K +306 +259%
MMG
530
Monetary Management Group
Missouri
$55K – – –
RWA
531
Ropes Wealth Advisors
Massachusetts
$54K – – –
CPA
532
Clear Perspective Advisors
Illinois
$54K +$54K +406 New
NL
533
NVWM LLC
Pennsylvania
$53K -$2.65K -20 -5%
ADL
534
Asset Dedication LLC
California
$53K +$52.2K +396 +6,600%
ACA
535
Atlas Capital Advisors
Wyoming
$51.8K – – –
PCTC
536
Perkins Coie Trust Company
Washington
$49K – – –
LNB
537
Ledyard National Bank
$48K – – –
MA
538
MCF Advisors
Kentucky
$48K +$1.06K +8 +2%
ASN
539
Advisory Services Network
Georgia
$44K -$131K -975 -75%
PO
540
Private Ocean
California
$44K +$132 +1 +0.3%
KJWM
541
Kiley Juergens Wealth Management
Washington
$42K +$42K +325 New
MIM
542
Macroview Investment Management
Maryland
$40K – – –
BFEC
543
Benjamin F. Edwards & Company
Missouri
$40K +$1.17K +9 +3%
QAM
544
QCI Asset Management
New York
$39K – – –
PGWM
545
Parisi Gray Wealth Management
New Jersey
$38K – – –
FWC
546
First Washington Corp
Washington
$35K – – –
TC
547
Trust Company
Kansas
$34K – – –
JCM
548
Jacobi Capital Management
Pennsylvania
$34K – – –
AAP
549
Arax Advisory Partners
Colorado
$34K +$32.3K +248 +1,908%
CCM
550
Cribstone Capital Management
Maine
$33K – – –
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