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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 %
PAG
151
Private Advisor Group
New Jersey
$4.14M +$1.5M +13,869 +57%
HWA
152
Heritage Wealth Advisors
Virginia
$4.1M +$4.1M +38,144 New
SLT
153
St Louis Trust
Missouri
$4.04M +$17.4K +162 +0.4%
PI
154
Parkside Investments
Illinois
$4.02M +$4.02M +37,335 New
WWM
155
Windsor Wealth Management
Indiana
$4.01M -$7.96K -74 -0.2%
WTC
156
WhitTier Trust Company
Nevada
$3.98M +$443K +4,117 +13%
B
157
Bailard
California
$3.94M -$47.5M -441,637 -92%
A
158
AdvicePeriod
California
$3.93M +$334K +3,105 +9%
Boston Partners
159
Boston Partners
Massachusetts
$3.89M -$9.61M -89,360 -71%
GIA
160
GHP Investment Advisors
Colorado
$3.88M -$17.4K -162 -0.4%
CG
161
Corundum Group
Colorado
$3.78M +$3.78M +35,129 New
CI
162
Cambiar Investors
Colorado
$3.77M +$3.51M +32,615 +1,337%
MOACM
163
Mutual of America Capital Management
New York
$3.71M +$3.68M +34,194 +13,202%
RWA
164
Redhawk Wealth Advisors
Minnesota
$3.65M -$262K -2,168 -7%
GH
165
GAM Holding
Switzerland
$3.59M – – –
JIC
166
Johnson Investment Counsel
Ohio
$3.55M +$152K +1,410 +4%
IP
167
Investment Partners
Ohio
$3.5M -$399K -3,706 -10%
EWA
168
Exencial Wealth Advisors
Oklahoma
$3.48M +$2.41M +22,422 +225%
Two Sigma Investments
169
Two Sigma Investments
New York
$3.34M +$3.34M +31,100 New
SBH
170
Segall Bryant & Hamill
Illinois
$3.12M +$151K +1,400 +5%
QIM
171
Quantitative Investment Management
Virginia
$3.1M +$1.08M +10,000 +53%
AR
172
Advisory Research
Illinois
$3.04M +$3.04M +28,285 New
CIM
173
Confluence Investment Management
Missouri
$3.01M +$2.2M +20,412 +271%
EARNEST Partners
174
EARNEST Partners
Georgia
$3M +$2.71M +25,205 +929%
MCM
175
MV Capital Management
Maryland
$3M +$17.3K +161 +0.6%
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