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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 %
TF
301
Tompkins Financial
New York
$875K – – –
CBN
302
Cadence Bank NA
Texas
$851K -$1.01K -8 -0.1%
CWM
303
Cahaba Wealth Management
Georgia
$842K +$4.78K +38 +0.6%
ACM
304
Avalon Capital Management
California
$832K +$832K +6,619 New
CI
305
Cambiar Investors
Colorado
$810K +$810K +6,441 New
FTS
306
Fifth Third Securities
Ohio
$785K -$18.6K -148 -2%
CAM
307
Cubic Asset Management
Massachusetts
$782K +$238K +1,893 +44%
FNT
308
First National Trust
Pennsylvania
$775K +$175K +1,396 +29%
AP
309
Appleton Partners
Massachusetts
$773K – – –
HCM
310
Howland Capital Management
Massachusetts
$770K – – –
IWP
311
Icon Wealth Partners
Texas
$761K +$761K +6,055 New
SE
312
Summit Equities
New Jersey
$759K – – –
CAN
313
Cetera Advisor Networks
California
$757K -$6.29K -50 -0.8%
Bessemer Group
314
Bessemer Group
New Jersey
$745K – – –
CDIA
315
Capital Directions Investment Advisors
Georgia
$740K -$28.3K -225 -4%
HNB
316
Huntington National Bank
Ohio
$739K -$683K – –
KFA
317
Kelleher Financial Advisors
New York
$734K -$58.9K -469 -7%
Pzena Investment Management
318
Pzena Investment Management
New York
$728K +$728K +5,788 New
CCG
319
Chatham Capital Group
Georgia
$723K -$62.9K -500 -8%
CAN
320
Claraphi Advisory Network
United States
$721K +$721K +5,736 New
CB
321
Chemical Bank
Michigan
$709K +$12.7K +101 +2%
FUBT
322
First United Bank & Trust
Maryland
$703K -$21.4K -170 -3%
FWP
323
FAS Wealth Partners
Kansas
$698K -$46.4K -369 -6%
CA
324
Clearstead Advisors
Ohio
$696K -$2.01K -16 -0.3%
LC
325
Lourd Capital
California
$692K – – –
11 12
13
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