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iShares Russell 2000 Value ETF

525 hedge funds and large institutions have $5.2B invested in iShares Russell 2000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 195 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-17
Holders Change %
-3.14%
% of All Funds
13.11%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.9%
New
39
Increased
152
Reduced
195
Closed
48
Calls
$22.1M
Puts
$16.7M
Net Calls
+$5.35M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
326
Whitnell & Co
Illinois
$478K
WVP
327
Worth Venture Partners
New Jersey
$475K +$475K +4,000 New
SBH
328
Segall Bryant & Hamill
Illinois
$473K -$1.31K -11 -0.3%
CFA
329
Capstone Financial Advisors
Illinois
$467K -$14.9K -125 -3%
RWG
330
Regal Wealth Group
California
$466K
MBT
331
Montecito Bank & Trust
California
$463K -$611K -5,141 -57%
BOS
332
Bingham Osborn & Scarborough
California
$457K -$12K -101 -3%
HSA
333
HBK Sorce Advisory
Pennsylvania
$457K
AA
334
Alesco Advisors
New York
$453K
AIM
335
Allen Investment Management
New York
$451K -$59.4K -500 -12%
FTS
336
Fifth Third Securities
Ohio
$450K +$2.37K +20 +0.5%
3AM
337
3D Asset Management
Connecticut
$447K -$833 -7 -0.2%
IWA
338
Intercontinental Wealth Advisors
Texas
$443K
PFS
339
Prospera Financial Services
Texas
$442K +$212K +1,804 +92%
DPI
340
Diversified Portfolios Inc
Michigan
$441K -$26.8K -225 -6%
PAS
341
Professional Advisory Services
Florida
$428K
SPC
342
Sigma Planning Corp
Michigan
$427K -$63.5K -535 -13%
1GA
343
1st Global Advisors
Texas
$425K
MFW
344
Mosaic Family Wealth
Missouri
$424K -$122K -1,027 -22%
NPC
345
National Planning Corporation
California
$424K -$46.3K -384 -10%
CWM
346
Confluence Wealth Management
Oregon
$421K
PP
347
Patten & Patten
Tennessee
$420K +$104K +870 +33%
FHA
348
First Horizon Advisors
Tennessee
$417K -$136K -1,163 -25%
CIC
349
Carnegie Investment Counsel
Ohio
$407K +$130K +1,096 +47%
JFG
350
JMG Financial Group
Illinois
$398K