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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.

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
1
Envestnet Asset Management
Illinois
$183M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$74.9M
3
Victory Capital Management
3
Victory Capital Management
Texas
$130M
4
AG
4
Advisor Group
Arizona
$55.5M
5
NIMC
5
NWQ Investment Management Company
California
$40.1M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$196M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$4.04M -$17.8K -135 -0.4%
PLU
152
Performa Ltd (US)
South Carolina
$4.01M -$11.9M -90,458 -75%
GW
153
GW & Wade
Massachusetts
$3.98M -$31.9K -242 -0.8%
UWPG
154
Ullmann Wealth Partners Group
Florida
$3.96M -$106K -802 -3%
V
155
Veritable
Delaware
$3.73M +$38.9K +295 +1%
Principal Financial Group
156
Principal Financial Group
Iowa
$3.73M -$2M -15,154 -35%
SBH
157
Segall Bryant & Hamill
Illinois
$3.71M +$3.12M +23,677 +533%
MCM
158
MV Capital Management
Maryland
$3.7M -$17.8K -135 -0.5%
Kayne Anderson Rudnick Investment Management
159
Kayne Anderson Rudnick Investment Management
California
$3.66M -$1.37M -10,406 -27%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$3.62M -$63.8K -484 -2%
Jacobs Levy Equity Management
161
Jacobs Levy Equity Management
New Jersey
$3.54M – – –
WIC
162
Whitegate Investment Counselors
New Hampshire
$3.54M -$100K -760 -3%
FCI
163
Financial Counselors Inc
Kansas
$3.54M -$5.94K -45 -0.2%
TRCT
164
Tower Research Capital (TRC)
New York
$3.54M -$3.99M -30,242 -53%
CM
165
Cornerstone Management
Georgia
$3.39M -$200K -1,517 -6%
SFG
166
StrategIQ Financial Group
Indiana
$3.37M +$530K +4,019 +19%
FPIS
167
Financial Planning & Information Services
Wisconsin
$3.11M -$114K -861 -4%
Creative Planning
168
Creative Planning
Kansas
$3.05M +$372K +2,816 +14%
SPIA
169
Steward Partners Investment Advisory
New York
$3.01M +$917K +6,952 +44%
APA
170
American Portfolios Advisors
New York
$2.96M +$2.84M +21,508 +2,406%
SAM
171
Silvercrest Asset Management
New York
$2.95M -$3.15M -23,860 -52%
CA
172
Cetera Advisors
Colorado
$2.9M +$55.1K +417 +2%
DCM
173
Dean Capital Management
Kansas
$2.89M – – –
PCM
174
Pointe Capital Management
Michigan
$2.85M +$150K +1,135 +6%
FA
175
FDx Advisors
Illinois
$2.83M +$2.83M +21,446 New
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7
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