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iShares Russell 2000 Value ETF
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Overview Fund Activity

666 hedge funds and large institutions have $5.83B invested in iShares Russell 2000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 229 increasing their positions, 180 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+47
Holders Change %
+7.59%
% of All Funds
14.86%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
1%
New
131
Increased
229
Reduced
180
Closed
78
Calls
$11.4M
Puts
$8.02M
Net Calls
+$3.36M
Net Calls Change
+$42.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$512M
2
Principal Financial Group
Principal Financial Group
Iowa
$83.8M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$58.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$119M
5
CL
Cabana LLC
Arkansas
$44.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$167M
2
CWM
Cornerstone Wealth Management
Missouri
$755K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
4
Franklin Resources
Franklin Resources
California
$66.3M
5
B
Bailard
California
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Sutton Wealth Advisors
Florida
$2.9K – – –
GT
652
Glenmede Trust
Pennsylvania
$2.82K +$705 +6,559 +33%
TRCT
653
Tower Research Capital (TRC)
New York
$2K -$5.66M -65,102 -100%
BWL
654
Bogart Wealth LLC
Virginia
$2K -$2.69K -35 -57%
CWM
655
Cedar Wealth Management
California
$2K – – –
CFA
656
Carroll Financial Associates
North Carolina
$2K – – –
CA
657
Crewe Advisors
Utah
$2K – – –
EWM
658
Executive Wealth Management
Michigan
$2K +$2K +14 New
LFG
659
Larson Financial Group
Missouri
$2K +$2K +15 New
M
660
MOTCO
Texas
$2K +$2K +17 New
GWMIA
661
Global Wealth Management Investment Advisory
Florida
$2K +$2K +20 New
JFA
662
JNBA Financial Advisors
Minnesota
$2K +$2K +21 New
TFA
663
Transamerica Financial Advisors
Florida
$1K -$7.94M -15,880 -100%
GWS
664
Glassman Wealth Services
Virginia
$1K – – –
OIA
665
Optimum Investment Advisors
Illinois
$1K – – –
AMCA
666
Arthur M. Cohen & Associates
Illinois
$223 -$221 -2,041 -50%
BNP Paribas Financial Markets
667
BNP Paribas Financial Markets
France
– -$67M -504,000 Closed
Susquehanna International Group
668
Susquehanna International Group
Pennsylvania
– -$17.4M -131,173 Closed
Natixis Advisors
669
Natixis Advisors
Massachusetts
– -$16.5M -123,855 Closed
Ohio Public Employees Retirement System (OPERS)
670
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$14.1M -106,160 Closed
CWA
671
Clarus Wealth Advisors
Arizona
– -$10.7M -80,543 Closed
CM
672
Churchill Management
California
– -$8.49M -63,857 Closed
Nomura Holdings
673
Nomura Holdings
Japan
– -$4.78M -36,500 Closed
Manulife (Manufacturers Life Insurance)
674
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$4.15M -31,167 Closed
Prudential Financial
675
Prudential Financial
New Jersey
– -$2.47M -18,536 Closed
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