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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 %
MPM
126
Meritage Portfolio Management
Kansas
$5.81M +$5.81M +44,007 New
CWM
127
Concentric Wealth Management
California
$5.78M +$54K +409 +0.9%
Mariner
128
Mariner
Kansas
$5.76M +$1.35M +10,230 +31%
CWM
129
Cornerstone Wealth Management
Missouri
$5.75M +$5.71M +757,158 +12,779%
FAAS
130
First Allied Advisory Services
California
$5.71M +$3M +22,715 +111%
PP
131
PDS Planning
Ohio
$5.54M +$199K +1,506 +4%
PV
132
Private Vista
Illinois
$5.51M +$44.7K +339 +0.8%
BCIM
133
Bishop & Co Investment Management
Pennsylvania
$5.26M -$122K -927 -2%
KCM
134
Karp Capital Management
California
$5.19M +$5.19M +39,370 New
BF
135
BOK Financial
Oklahoma
$5.09M +$739K +5,604 +17%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$5.04M -$102K -775 -2%
ST
137
Smithfield Trust
Pennsylvania
$5M +$127K +960 +3%
SLT
138
St Louis Trust
Missouri
$4.95M -$48.1K -365 -1%
WWM
139
Windsor Wealth Management
Indiana
$4.95M -$59K -447 -1%
GIA
140
GHP Investment Advisors
Colorado
$4.87M -$66K -500 -1%
Nomura Holdings
141
Nomura Holdings
Japan
$4.82M +$2.7M +20,500 +128%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$4.68M – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$4.65M +$11.3K +86 +0.2%
CG
144
Corundum Group
Colorado
$4.63M -$269K -2,042 -5%
IP
145
Investment Partners
Ohio
$4.6M +$111K +841 +2%
GH
146
GAM Holding
Switzerland
$4.41M -$85.7K -650 -2%
OCM
147
One Capital Management
California
$4.36M -$179K -1,355 -4%
American Century Companies
148
American Century Companies
Missouri
$4.2M +$4.2M +31,860 New
WTC
149
WhitTier Trust Company
Nevada
$4.16M +$105K +796 +3%
AllianceBernstein
150
AllianceBernstein
Tennessee
$4.07M -$4.69M -35,518 -54%
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