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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 %
AllianceBernstein
126
AllianceBernstein
Tennessee
$5.8M +$1.45M +13,469 +33%
CC
127
Cassaday & Co
Virginia
$5.59M +$5.49M +51,046 +5,340%
WA
128
Waverly Advisors
Alabama
$5.35M +$5.35M +49,733 New
GW
129
GW & Wade
Massachusetts
$5.33M +$2.27M +21,132 +74%
BCM
130
Bridgeway Capital Management
Texas
$5.3M +$4.45M +41,400 +524%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$5.24M -$137K -1,278 -3%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$5.18M -$8.6K -80 -0.2%
CWM
133
Concentric Wealth Management
California
$5.1M +$545K +5,064 +12%
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$5.08M +$268K +2,496 +6%
JPG
135
Jordan Park Group
California
$5.07M +$14.8K +138 +0.3%
WDL
136
Well Done LLC
Michigan
$5.01M -$58.7K -546 -1%
CC
137
Claybrook Capital
Massachusetts
$5.01M +$5.01M +46,539 New
BF
138
BOK Financial
Oklahoma
$5M +$687K +6,390 +16%
PP
139
PDS Planning
Ohio
$4.99M +$90.4K +841 +2%
WSTAM
140
Wilbanks Smith & Thomas Asset Management
Virginia
$4.98M -$158K -1,470 -3%
TD Asset Management
141
TD Asset Management
Ontario, Canada
$4.88M +$580K +5,396 +13%
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.77M +$4.34M +40,384 +1,011%
William Blair & Company
143
William Blair & Company
Illinois
$4.67M -$727K -6,765 -13%
ECG
144
Edge Capital Group
Georgia
$4.62M +$4.62M +42,922 New
HSA
145
HBK Sorce Advisory
Pennsylvania
$4.4M +$4.02M +37,348 +1,040%
PV
146
Private Vista
Illinois
$4.32M -$86.4K -803 -2%
MA
147
MYDA Advisors
New York
$4.3M +$4.3M +40,000 New
BCIM
148
Bishop & Co Investment Management
Pennsylvania
$4.27M +$34K +316 +0.8%
ZCA
149
Zeke Capital Advisors
Pennsylvania
$4.27M +$4.27M +39,704 New
OCM
150
One Capital Management
California
$4.19M +$1M +9,332 +31%
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