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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 %
FIMS
176
FBL Investment Management Services
Iowa
$2.77M – – –
BCWM
177
Bartlett & Co Wealth Management
Ohio
$2.7M +$591K +4,482 +28%
BC
178
Bartlett & Co
Ohio
$2.7M +$591K +4,482 +28%
OBWP
179
O'Brien Wealth Partners
Massachusetts
$2.65M -$67.3K -510 -2%
MPAM
180
Monarch Partners Asset Management
Massachusetts
$2.64M +$992K +7,520 +60%
BSW
181
Buckingham Strategic Wealth
Missouri
$2.55M +$46.2K +350 +2%
GMA
182
Goldstein Munger & Associates
California
$2.55M – – –
VFA
183
Voya Financial Advisors
Connecticut
$2.52M +$2.52M +19,044 New
AMG
184
Asset Management Group
Connecticut
$2.5M – – –
TVWM
185
Tower View Wealth Management
Wisconsin
$2.44M +$2.44M +18,528 New
BAAM
186
Baker Avenue Asset Management
California
$2.39M -$105K -795 -4%
Prudential Financial
187
Prudential Financial
New Jersey
$2.36M -$2.72M -20,611 -54%
HB
188
Homrich & Berg
Georgia
$2.3M – – –
ATC
189
Argent Trust Co
Tennessee
$2.3M +$2.3M +17,453 New
MAS
190
Managed Account Services
Florida
$2.29M -$46.7K -354 -2%
RPG
191
Risk Paradigm Group
Texas
$2.27M +$1.28M +9,712 +129%
PPA
192
Parametric Portfolio Associates
Washington
$2.26M +$2.26M +17,141 New
WA
193
Winfield Associates
Ohio
$2.23M +$48.1K +365 +2%
CIR
194
Clear Investment Research
Georgia
$2.21M – – –
CCT
195
Chemung Canal Trust
New York
$2.2M +$68.9K +522 +3%
VF
196
Virtu Financial
New York
$2.14M +$1.7M +12,895 +386%
TCB
197
Texas Capital Bancshares
Texas
$2.11M -$464K -3,519 -18%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$2.09M +$986K +7,476 +89%
CI
199
Cavalier Investments
Georgia
$2M -$259K -1,975 -11%
AB
200
Atlas Brown
Kentucky
$2M -$38.3K -283 -2%
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