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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 %
MPAM
676
Monarch Partners Asset Management
Massachusetts
– -$2.2M -16,552 Closed
RC
677
RBF Capital
California
– -$2.2M -16,537 Closed
CI
678
Cavalier Investments
Georgia
– -$2.08M -15,620 Closed
AG
679
Appleton Group
Wisconsin
– -$2.07M -15,580 Closed
NA
680
NextCapital Advisers
Illinois
– -$1.84M -13,850 Closed
TFS
681
TrustCore Financial Services
Tennessee
– -$1.54M -11,570 Closed
American Century Companies
682
American Century Companies
Missouri
– -$1.5M -11,297 Closed
DG
683
Delek Group
Israel
– -$1.39M -10,681 Closed
VF
684
Virtu Financial
New York
– -$1.41M -10,592 Closed
Squarepoint
685
Squarepoint
New York
– -$1.36M -10,253 Closed
AIA
686
Avalon Investment & Advisory
Texas
– -$1.17M -8,794 Closed
FTS
687
Fifth Third Securities
Ohio
– -$874K -6,576 Closed
SFFS
688
Stonehage Fleming Financial Services
Jersey
– -$682K -5,129 Closed
RCAG
689
Rehmann Capital Advisory Group
Michigan
– -$675K -5,078 Closed
DWM
690
Dynasty Wealth Management
Florida
– -$627K -4,717 Closed
DC
691
Davenport & Co
Virginia
– -$578K -4,349 Closed
PFC
692
Personal Financial Consultants
California
– -$569K -4,278 Closed
CAN
693
Claraphi Advisory Network
United States
– -$566K -4,253 Closed
MC
694
Mathes Company
New York
– -$552K -4,150 Closed
SKK
695
Shepherd Kaplan Krochuk
Massachusetts
– -$532K -4,000 Closed
CIC
696
Chilton Investment Company
Connecticut
– -$422K -3,173 Closed
PFS
697
Prospera Financial Services
Texas
– -$390K -2,979 Closed
PWM
698
Perigon Wealth Management
California
– -$343K -2,571 Closed
HCM
699
HMS Capital Management
Tennessee
– -$311K -2,340 Closed
FPTW
700
Franklin, Parlapiano, Turner & Welch
Texas
– -$294K -2,210 Closed
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