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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
$183M
2
CCMG
Clark Capital Management Group
Pennsylvania
$74.9M
3
Victory Capital Management
Victory Capital Management
Texas
$130M
4
AG
Advisor Group
Arizona
$55.5M
5
NIMC
NWQ Investment Management Company
California
$40.1M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
LCM
Landscape Capital Management
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$196M
5
VNIM
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
551
Mutual of America Capital Management
New York
$33K – – –
CFA
552
Camarda Financial Advisors
Florida
$33K – – –
SSB
553
Sandy Spring Bank
Maryland
$32K – – –
CCM
554
Covington Capital Management
California
$30K – – –
NSIM
555
North Star Investment Management
Illinois
$30K – – –
HDIM
556
Hanson & Doremus Investment Management
Vermont
$30K – – –
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
CB
558
Community Bank
New York
$28K – – –
IFAM
559
Institutional & Family Asset Management
Colorado
$26K – – –
WP
560
WealthShield Partners
North Carolina
$25K – – –
GFP
561
Gryphon Financial Partners
Ohio
$23K +$10K +75 +77%
YWP
562
YorkBridge Wealth Partners
New York
$21K – – –
AIA
563
Armor Investment Advisors
North Carolina
$19K – – –
WWM
564
Willingdon Wealth Management
North Carolina
$17K +$17K +130 New
AIP
565
Ameritas Investment Partners
Nebraska
$16K +$4.85K +37 +44%
GTAM
566
Global Trust Asset Management
Florida
$14K – – –
BWM
567
BerganKDV Wealth Management
Minnesota
$13K +$13K +101 New
WA
568
WP Advisors
California
$12K +$12K +90 New
ARMC
569
American Research & Management Company
Massachusetts
$11K – – –
HCM
570
Highlander Capital Management
New Jersey
$11K – – –
PFO
571
Pathstone Family Office
New Jersey
$10K – – –
PWAG
572
Polaris Wealth Advisory Group
California
$9K -$3.86K -30 -30%
DBT
573
Dubuque Bank & Trust
Iowa
$9K – – –
BWA
574
Burt Wealth Advisors
Maryland
$9K – – –
SWPG
575
Strategic Wealth Partners Group
Illinois
$8.04K -$34 -254 -0.4%
21 22
23
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