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iShares Russell 2000 Value ETF
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Overview Fund Activity

619 hedge funds and large institutions have $6.89B invested in iShares Russell 2000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 197 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+17
Holders Change %
+2.82%
% of All Funds
14.17%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.05%
New
61
Increased
212
Reduced
197
Closed
40
Calls
$14.4M
Puts
$53.2M
Net Calls
-$38.8M
Net Calls Change
-$25.8M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$424M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$67M
3
B
Bailard
California
$63.6M
4
Citigroup
Citigroup
New York
$64.2M
5
Wells Fargo
Wells Fargo
California
$230M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
AG
Advisor Group
Arizona
$6.71M
4
NIMC
NWQ Investment Management Company
California
$0
5
QIM
Quantitative Investment Management
Virginia
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$2.62M +$2.62M +19,675 New
BGIM
177
Brandywine Global Investment Management
Pennsylvania
$2.61M -$4.32M -32,500 -62%
GMA
178
Goldstein Munger & Associates
California
$2.57M – – –
Millennium Management
179
Millennium Management
New York
$2.53M +$2.53M +19,053 New
AMG
180
Asset Management Group
Connecticut
$2.53M +$1.73K +13 +0.1%
HB
181
Homrich & Berg
Georgia
$2.52M +$198K +1,488 +9%
QIM
182
Quantitative Investment Management
Virginia
$2.5M -$37.1M -278,900 -94%
DCM
183
Dean Capital Management
Kansas
$2.49M -$427K -3,211 -15%
Prudential Financial
184
Prudential Financial
New Jersey
$2.47M +$85.1K +640 +4%
APA
185
American Portfolios Advisors
New York
$2.45M -$526K -3,953 -18%
BAAM
186
Baker Avenue Asset Management
California
$2.41M -$6.65K -50 -0.3%
BCM
187
Brookstone Capital Management
Illinois
$2.33M +$611K +4,596 +36%
ATC
188
Argent Trust Co
Tennessee
$2.27M -$13.1K -100 -0.6%
WA
189
Winfield Associates
Ohio
$2.23M -$13.3K -100 -0.6%
CCT
190
Chemung Canal Trust
New York
$2.22M – – –
MPAM
191
Monarch Partners Asset Management
Massachusetts
$2.2M -$460K -3,458 -17%
RC
192
RBF Capital
California
$2.2M +$2.2M +16,537 New
MAS
193
Managed Account Services
Florida
$2.15M -$12.1K -97 -0.6%
TFA
194
Transamerica Financial Advisors
Florida
$2.11M +$1.45M +10,908 +219%
CI
195
Cavalier Investments
Georgia
$2.08M +$49.9K +375 +2%
AG
196
Appleton Group
Wisconsin
$2.07M +$475K +3,569 +30%
I
197
IberiaBank
Louisiana
$2.04M +$614K +4,615 +43%
LFG
198
LifePlan Financial Group
Ohio
$1.99M -$2K -15 -0.1%
AB
199
Atlas Brown
Kentucky
$1.97M +$6.92K +52 +0.4%
WCF
200
West Coast Financial
California
$1.95M +$50K +376 +3%
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