IWN icon

iShares Russell 2000 Value ETF

598 hedge funds and large institutions have $5.6B invested in iShares Russell 2000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 193 increasing their positions, 231 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
-30
Holders Change %
-4.78%
% of All Funds
13.73%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.99%
New
50
Increased
193
Reduced
231
Closed
75
Calls
$16.4M
Puts
$24.3M
Net Calls
-$7.85M
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
226
First Foundation Advisors
California
$1.36M -$193K -1,586 -12%
EAM
227
Evanson Asset Management
California
$1.34M +$488 +4 +0%
VFA
228
Valeo Financial Advisors
Indiana
$1.33M +$60.7K +498 +5%
GC
229
Grimes & Company
Massachusetts
$1.31M +$994K +8,153 +311%
DC
230
Davenport & Co
Virginia
$1.31M +$1.31M +10,739 New
FIM
231
Freedom Investment Management
Connecticut
$1.3M -$853K -6,995 -40%
DWM
232
Darwin Wealth Management
Florida
$1.28M -$117K -958 -8%
BCM
233
Brookstone Capital Management
Illinois
$1.27M +$94.8K +778 +8%
ACP
234
Arcus Capital Partners
Georgia
$1.25M -$757K -6,213 -38%
EWA
235
Exencial Wealth Advisors
Oklahoma
$1.24M -$49.1K -403 -4%
WTB
236
Washington Trust Bank
Washington
$1.24M +$134K +1,096 +12%
LNC
237
Lincoln National Corp
Pennsylvania
$1.24M -$848K -6,952 -41%
FNBOO
238
First National Bank of Omaha
Nebraska
$1.24M -$115K -943 -8%
A
239
AdvicePeriod
California
$1.24M +$251K +2,057 +25%
HCA
240
Harbour Capital Advisors
Virginia
$1.2M -$224K -1,835 -16%
UCFA
241
United Capital Financial Advisors
Texas
$1.2M -$3.09M -25,331 -72%
FNBT
242
FineMark National Bank & Trust
Florida
$1.19M +$3.29K +27 +0.3%
RCAMU
243
Rothschild & Co Asset Management US
Connecticut
$1.14M -$869K -7,132 -43%
DMC
244
Drexel Morgan & Co
Pennsylvania
$1.13M -$20.1K -165 -2%
CFB
245
Cullen/Frost Bankers
Texas
$1.13M -$133K -1,092 -11%
BOTW
246
Bank of the West
California
$1.12M +$846K +6,940 +314%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$1.1M +$62.9K +516 +6%
SPL
248
Smart Portfolios LLC
Washington
$1.08M +$1.08M +8,898 New
FNT
249
First National Trust
Pennsylvania
$1.07M +$322K +2,644 +43%
BA
250
Boston Advisors
Massachusetts
$1.07M +$731 +6 +0.1%