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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.

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
1
Envestnet Asset Management
Illinois
$183M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$74.9M
3
Victory Capital Management
3
Victory Capital Management
Texas
$130M
4
AG
4
Advisor Group
Arizona
$55.5M
5
NIMC
5
NWQ Investment Management Company
California
$40.1M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
LCM
3
Landscape Capital Management
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$196M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$683M 5,175,331 +40,295 +0.8%
Bank of America
2
Bank of America
North Carolina
$475M 3,604,415 +86,053 +2%
Morgan Stanley
3
Morgan Stanley
New York
$414M 3,141,560 +115,124 +4%
Goldman Sachs
4
Goldman Sachs
New York
$316M 2,391,646 -122,425 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$295M 2,227,577 +217,420 +11%
Wells Fargo
6
Wells Fargo
California
$196M 1,482,912 -199,475 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$183M 1,388,539 +1,213,657 +694%
Franklin Resources
8
Franklin Resources
California
$163M 1,231,875 +41,822 +4%
M&T Bank
9
M&T Bank
New York
$158M 1,197,038 +2,412 +0.2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$150M 1,134,265 -5,947 -0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$130M 984,503 +406,534 +70%
UBS Group
12
UBS Group
Switzerland
$124M 937,209 +121,732 +15%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$117M 885,599 -1,077 -0.1%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$104M 790,293 +25,625 +3%
Northern Trust
15
Northern Trust
Illinois
$97.9M 742,051 -35,602 -5%
SGAM
16
Stephens Group Asset Management
Arkansas
$91M 689,654 -4,682 -0.7%
SF
17
Synovus Financial
Georgia
$84.6M 641,446 +42,898 +7%
CCMG
18
Clark Capital Management Group
Pennsylvania
$74.9M 568,054 +568,054 New
SI
19
Stephens Inc
Arkansas
$74.7M 566,157 +48,832 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$72.8M 552,181 +174,592 +46%
Betterment LLC
21
Betterment LLC
New York
$70.4M 533,351 +5,450 +1%
SV
22
Starboard Value
New York
$65.4M 496,000 +5,000 +1%
DADC
23
D.A. Davidson & Co
Montana
$62.7M 475,061 +18,594 +4%
ECM
24
ETrade Capital Management
Virginia
$60.1M 455,394 +6,963 +2%
LPL Financial
25
LPL Financial
California
$56.1M 424,972 -9,923 -2%
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