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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.

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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$167M
2
CWM
2
Cornerstone Wealth Management
Missouri
$755K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Franklin Resources
4
Franklin Resources
California
$66.3M
5
B
5
Bailard
California
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
51
Oxford Financial Group
Indiana
$21.5M +$21.5M +200,241 New
RJA
52
Raymond James & Associates
Florida
$21.1M -$623K -5,793 -3%
Fuller & Thaler Asset Management
53
Fuller & Thaler Asset Management
California
$21.1M +$19.6M +182,367 +1,294%
ZF
54
Zhang Financial
Michigan
$20.9M +$168K +1,559 +0.8%
ANTB
55
AMG National Trust Bank
Colorado
$18.8M +$176K +1,637 +0.9%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$18.5M +$3.64M +33,875 +24%
MA
57
MUFG Americas
New York
$18.4M +$1.51M +14,033 +9%
RFA
58
Reilly Financial Advisors
California
$18.2M +$1.55M +14,371 +9%
SQA
59
Simon Quick Advisors
New Jersey
$16.9M +$1.35M +12,520 +9%
Stifel Financial
60
Stifel Financial
Missouri
$16.8M +$8.58M +79,613 +104%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$16.3M -$1.7M -15,791 -9%
WT
62
Whittier Trust
California
$15.5M +$2.5M +23,222 +19%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$14.8M +$562K +5,225 +4%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$14.7M +$13.5M +125,967 +1,171%
WPW
65
Waldron Private Wealth
Pennsylvania
$14.5M +$7.43M +69,059 +105%
DPIM
66
Duff & Phelps Investment Management
Illinois
$14.4M +$21.5K +200 +0.1%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$14.4M +$14.4M +133,975 New
CCMLC
68
Cardinal Capital Management LLC (Connecticut)
Connecticut
$14.3M +$14.3M +133,316 New
CC
69
Courier Capital
New York
$14.2M +$4.99M +46,412 +54%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$14.2M +$294K +2,731 +2%
JIR
71
James Investment Research
Ohio
$13.5M +$12.6M +117,594 +1,466%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$13.4M +$13.4M +124,941 New
BPB
73
Badgley, Phelps & Bell
Washington
$13.4M -$773K -7,192 -5%
MCM
74
Maple Capital Management
Vermont
$13M -$588K -5,465 -4%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$12.9M -$284K -2,640 -2%
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