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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 %
LFG
201
LifePlan Financial Group
Ohio
$1.97M -$59.1K -448 -3%
WCF
202
West Coast Financial
California
$1.89M -$95.5K -724 -5%
State Street
203
State Street
Massachusetts
$1.88M +$95.6K +725 +5%
CAG
204
Csenge Advisory Group
Florida
$1.86M +$1.86M +14,107 New
CHC
205
City Holding Co
West Virginia
$1.83M -$7.91K -60 -0.4%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$1.83M +$271K +2,052 +17%
NCMW
207
Northern Capital Management (Wisconsin)
Wisconsin
$1.77M – – –
CW
208
Cobiz Wealth
Colorado
$1.74M -$18.5K -140 -1%
SWP
209
Stratos Wealth Partners
Ohio
$1.74M -$103K -780 -6%
Fuller & Thaler Asset Management
210
Fuller & Thaler Asset Management
California
$1.73M -$604K -4,575 -26%
RC
211
Roundview Capital
New Jersey
$1.72M -$45.8K -347 -3%
TFS
212
TrustCore Financial Services
Tennessee
$1.71M -$1.17M -8,873 -41%
BCM
213
Brookstone Capital Management
Illinois
$1.7M +$331K +2,511 +24%
PFP
214
Pinnacle Financial Partners
Tennessee
$1.69M -$19.7K -149 -1%
WB
215
WesBanco Bank
West Virginia
$1.68M -$12.4K -94 -0.7%
GWM
216
Geneos Wealth Management
Colorado
$1.68M +$158K +1,195 +10%
Comerica Bank
217
Comerica Bank
Texas
$1.67M +$104K +776 +7%
CCP
218
Corient Capital Partners
California
$1.67M -$33.9K -257 -2%
QCM
219
Quadrant Capital Management
New Jersey
$1.66M +$46.2K +350 +3%
First Trust Advisors
220
First Trust Advisors
Illinois
$1.64M -$46.4K -352 -3%
AT
221
Arden Trust
Delaware
$1.61M -$58.8K -446 -4%
MFW
222
Meristem Family Wealth
Minnesota
$1.6M -$35K -265 -2%
RCAMU
223
Rothschild & Co Asset Management US
Connecticut
$1.59M +$350K +2,655 +28%
AG
224
Appleton Group
Wisconsin
$1.58M +$132 +1 +0%
EVM
225
Eaton Vance Management
Massachusetts
$1.57M -$1.53M -11,625 -49%
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