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iShares Russell 2000 Value ETF
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Overview Fund Activity

628 hedge funds and large institutions have $5.96B invested in iShares Russell 2000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 207 increasing their positions, 161 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+96
Holders Change %
+18.05%
% of All Funds
14.26%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
0.95%
New
132
Increased
207
Reduced
161
Closed
34
Calls
$10.3M
Puts
$12.9M
Net Calls
-$2.59M
Net Calls Change
-$6.95M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$122M
2
Bank of America
Bank of America
North Carolina
+$49.6M
3
TSS
Two Sigma Securities
New York
+$35.8M
4
QIM
Quantitative Investment Management
Virginia
+$33.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32.8M

Top Sellers

1
PI
PineBridge Investments
New York
-$65.5M
2
Goldman Sachs
Goldman Sachs
New York
-$52.8M
3
SI
Stephens Inc
Arkansas
-$50.7M
4
Citigroup
Citigroup
New York
-$31.7M
5
USAA
United Services Automobile Association
Texas
-$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
276
WesBanco Bank
West Virginia
$1.12M +$118K +936 +12%
BA
277
Boston Advisors
Massachusetts
$1.1M -$75K -597 -6%
EWM
278
Evercore Wealth Management
New York
$1.07M – – –
DWM
279
Dakota Wealth Management
Florida
$1.07M -$29.8K -237 -3%
CIBC World Market
280
CIBC World Market
Ontario, Canada
$1.07M +$58K +461 +6%
HCMT
281
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$126K +1,000 +14%
AAM
282
Autus Asset Management
Arizona
$1.02M +$5.03K +40 +0.5%
A
283
AdvicePeriod
California
$1.02M +$1.02M +8,076 New
NL
284
NWAM LLC
Washington
$1M +$31.5K +250 +3%
PAI
285
Pittenger & Anderson Inc
Nebraska
$998K – – –
BIA
286
Bigelow Investment Advisors
Maine
$974K +$974K +7,745 New
AIA
287
Avalon Investment & Advisory
Texas
$961K – – –
FIAS
288
FinTrust Investment Advisory Services
South Carolina
$959K +$1.76K +14 +0.2%
WI
289
WrapManager Inc
California
$957K +$5.53K +44 +0.6%
EC
290
Estate Counselors
Wisconsin
$956K – – –
VanEck Associates
291
VanEck Associates
New York
$950K +$950K +7,556 New
RhumbLine Advisers
292
RhumbLine Advisers
Massachusetts
$948K +$637K +5,060 +204%
CWM
293
Cornerstone Wealth Management
Missouri
$929K +$155K +1,218 +20%
PFM
294
Parsec Financial Management
North Carolina
$928K -$23.6K -188 -2%
I2I
295
Insight 2811 Inc
Illinois
$921K -$19.2K -153 -2%
MAM
296
Marquette Asset Management
Minnesota
$919K – – –
OC
297
Oppenheimer & Co
New York
$910K -$18.7K -149 -2%
SCM
298
Stordahl Capital Management
Colorado
$910K +$910K +7,237 New
RCM
299
RNC Capital Management
California
$896K +$896K +7,129 New
RIM
300
Redwood Investment Management
Arizona
$879K +$879K +6,993 New
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