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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 %
FAAS
201
First Allied Advisory Services
California
$2.28M -$10.1K -94 -0.4%
ACA
202
Anchor Capital Advisors
Massachusetts
$2.27M +$1.58M +14,652 +226%
PCM
203
Pointe Capital Management
Michigan
$2.26M -$297K -2,764 -12%
FIMS
204
FBL Investment Management Services
Iowa
$2.26M -$14.3M -132,641 -86%
BCM
205
Brookstone Capital Management
Illinois
$2.23M +$350K +3,251 +19%
HB
206
Homrich & Berg
Georgia
$2.22M +$183K +1,705 +9%
UCFA
207
United Capital Financial Advisors
Texas
$2.22M -$5.27M -49,050 -70%
AFA
208
American Financial Advisors
Georgia
$2.21M +$2.21M +20,544 New
FMBTD
209
First Midwest Bank Trust Division
Illinois
$2.18M +$2.18M +20,250 New
GLLW
210
Graves Light Lenhart Wealth
Virginia
$2.16M +$2.16M +20,120 New
MAS
211
Managed Account Services
Florida
$2.16M +$124K +1,055 +6%
EBIM
212
Eagle Boston Investment Management
Massachusetts
$2.16M -$7.58M -70,528 -78%
RPG
213
Risk Paradigm Group
Texas
$2.07M -$556K -5,167 -21%
AMG
214
Asset Management Group
Connecticut
$2.06M +$19.6K +182 +1%
FPIS
215
Financial Planning & Information Services
Wisconsin
$2.05M -$236K -2,191 -10%
HR
216
Hardy Reed
Mississippi
$2.05M +$2.05M +19,036 New
SG Americas Securities
217
SG Americas Securities
New York
$2.04M -$548K -5,096 -21%
AI
218
Ariel Investments
Illinois
$2.03M +$2.03M +18,873 New
DCM
219
Dean Capital Management
Kansas
$2.03M +$11.3K +105 +0.6%
PFA
220
Pettinga Financial Advisors
Indiana
$2M +$2M +18,570 New
PPA
221
Parametric Portfolio Associates
Washington
$1.99M -$392K -3,646 -16%
PA
222
Paracle Advisors
Washington
$1.98M +$1.98M +18,446 New
Jacobs Levy Equity Management
223
Jacobs Levy Equity Management
New Jersey
$1.96M -$4.92M -45,720 -72%
CS
224
Credit Suisse
Switzerland
$1.95M +$622K +5,787 +47%
ATC
225
Argent Trust Co
Tennessee
$1.9M +$35.5K +330 +2%
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