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iShares Russell 2000 Value ETF
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Overview Fund Activity

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

Top Buyers

1
JG
Jefferies Group
New York
+$48.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.7M
3
SGAM
Stephens Group Asset Management
Arkansas
+$29.4M
4
LCM
Landscape Capital Management
New Jersey
+$28.9M
5
Franklin Resources
Franklin Resources
California
+$23.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$60.7M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$52.3M
3
TSS
Two Sigma Securities
New York
-$40.8M
4
Victory Capital Management
Victory Capital Management
Texas
-$37.5M
5
QIM
Quantitative Investment Management
Virginia
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
301
First United Bank & Trust
Maryland
$661K -$20.7K -170 -3%
FBFS
302
First Business Financial Services
Wisconsin
$653K – – –
TFO
303
Tarbox Family Office
California
$644K – – –
FHA
304
First Horizon Advisors
Tennessee
$640K +$179K +1,466 +39%
AI
305
Accredited Investors
Minnesota
$630K +$62.6K +514 +11%
NWS
306
Newport Wealth Strategies
California
$628K – – –
SFFS
307
Stonehage Fleming Financial Services
Jersey
$626K – – –
CB
308
Chemical Bank
Michigan
$622K -$65.2K -535 -9%
BIA
309
BHK Investment Advisors
Alabama
$612K +$212K +1,739 +53%
VCM
310
Vigilant Capital Management
Maine
$607K -$49.1K -403 -7%
RIA
311
RPG Investment Advisory
California
$601K -$31.8K -261 -5%
OCG
312
Opus Capital Group
Ohio
$600K +$32.3K +265 +6%
GC
313
Garde Capital
Washington
$598K -$10.6K -87 -2%
PFS
314
Prospera Financial Services
Texas
$598K +$97.1K +793 +19%
HCC
315
Hirtle Callaghan & Co
Pennsylvania
$594K – – –
NIMC
316
NWQ Investment Management Company
California
$588K -$22.9M -188,083 -97%
LIC
317
Lodestar Investment Counsel
Illinois
$582K +$53.6K +440 +10%
RCAG
318
Rehmann Capital Advisory Group
Michigan
$580K -$53.8K -442 -8%
LWAC
319
Laurel Wealth Advisors (California)
California
$576K +$487 +4 +0.1%
TW
320
Transform Wealth
Colorado
$573K +$2.19K +18 +0.4%
AFC
321
AFT Forsyth & Company
Florida
$565K – – –
EC
322
Estate Counselors
Wisconsin
$563K -$363K -2,980 -39%
JFGIW
323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561K -$738K -6,050 -57%
FA
324
FCG Advisors
New Jersey
$561K -$15.1K -124 -3%
CS
325
Cannell & Spears
New York
$557K +$557K +4,570 New
11 12
13
14 15