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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 %
IC
176
Innealta Capital
Texas
$2.95M +$2.95M +27,390 New
UWPG
177
Ullmann Wealth Partners Group
Florida
$2.91M -$216K -2,007 -7%
CA
178
Cetera Advisors
Colorado
$2.9M -$252K -2,341 -8%
WIC
179
Whitegate Investment Counselors
New Hampshire
$2.88M – – –
FCI
180
Financial Counselors Inc
Kansas
$2.83M -$62.4K -580 -2%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$2.82M -$75.1K -698 -3%
AA
182
AlphaMark Advisors
Kentucky
$2.81M +$2.81M +26,100 +76,765%
Creative Planning
183
Creative Planning
Kansas
$2.77M +$130K +1,212 +5%
BC
184
Bartlett & Co
Ohio
$2.77M +$66.4K +617 +2%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$2.77M +$66.4K +617 +2%
ST
186
Smithfield Trust
Pennsylvania
$2.77M -$1.3M -12,115 -32%
TA
187
TCG Advisors
Texas
$2.76M +$2.76M +25,700 New
Jane Street
188
Jane Street
New York
$2.67M -$979K -9,105 -27%
OAM
189
Oppenheimer Asset Management
New York
$2.67M +$2.67M +24,814 New
EVM
190
Eaton Vance Management
Massachusetts
$2.61M +$1.36M +12,642 +109%
SFG
191
StrategIQ Financial Group
Indiana
$2.6M -$306K -2,850 -11%
Millennium Management
192
Millennium Management
New York
$2.6M +$548K +5,100 +27%
AFA
193
Arlington Financial Advisors
California
$2.6M +$2.6M +24,139 New
FHA
194
First Horizon Advisors
Tennessee
$2.54M +$1.93M +17,942 +318%
PHAM
195
Palisades Hudson Asset Management
Florida
$2.42M +$2.08M +19,304 +600%
RP
196
Rice Partnership
Hawaii
$2.37M -$6.02M -55,984 -72%
BSW
197
Buckingham Strategic Wealth
Missouri
$2.34M +$145K +1,345 +7%
RCAMU
198
Rothschild & Co Asset Management US
Connecticut
$2.32M -$452K -4,204 -16%
I
199
IberiaBank
Louisiana
$2.31M +$668K +6,212 +41%
APA
200
American Portfolios Advisors
New York
$2.31M +$329K +3,061 +17%
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