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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.

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
1
Bank of America
North Carolina
$512M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$83.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$58.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$119M
5
CL
5
Cabana LLC
Arkansas
$44.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$167M
2
CWM
2
Cornerstone Wealth Management
Missouri
$755K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
Franklin Resources
4
Franklin Resources
California
$66.3M
5
B
5
Bailard
California
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$579M 5,381,440 +70,389 +1%
Bank of America
2
Bank of America
North Carolina
$512M 4,759,032 +1,380,168 +41%
Morgan Stanley
3
Morgan Stanley
New York
$317M 2,947,571 -86,832 -3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$277M 2,588,377 +188,368 +8%
Wells Fargo
5
Wells Fargo
California
$199M 1,849,027 +122,165 +7%
Goldman Sachs
6
Goldman Sachs
New York
$167M 1,557,130 -771,712 -33%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$126M 1,170,748 +26,290 +2%
M&T Bank
8
M&T Bank
New York
$123M 1,140,783 -47,815 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$119M 1,110,447 +427,461 +63%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$99.4M 924,458 +36,087 +4%
UBS Group
11
UBS Group
Switzerland
$94.3M 877,341 +64,051 +8%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$94.2M 876,048 -49,584 -5%
Victory Capital Management
13
Victory Capital Management
Texas
$87.1M 810,119 +60,439 +8%
SGAM
14
Stephens Group Asset Management
Arkansas
$87.1M 809,933 +38,626 +5%
Principal Financial Group
15
Principal Financial Group
Iowa
$83.8M 778,914 +705,923 +967%
Betterment LLC
16
Betterment LLC
New York
$81.2M 754,641 +239,267 +46%
Northern Trust
17
Northern Trust
Illinois
$79.6M 739,944 +8,672 +1%
SV
18
Starboard Value
New York
$74.8M 696,000 +200,000 +40%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$69.6M 647,575 -314 -0%
Franklin Resources
20
Franklin Resources
California
$66.3M 616,338 -613,607 -50%
SI
21
Stephens Inc
Arkansas
$58.7M 545,438 +11,169 +2%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$58.4M 543,340 +506,767 +1,386%
DADC
23
D.A. Davidson & Co
Montana
$56.6M 525,996 +26,139 +5%
SF
24
Synovus Financial
Georgia
$54.8M 509,117 -4,767 -0.9%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$53.2M 494,825 +68,082 +16%
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