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iShares Russell 2000 Value ETF
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Overview Fund Activity

532 hedge funds and large institutions have $5.42B invested in iShares Russell 2000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 40 closing their positions.

Holders
532
Holders Change
+7
Holders Change %
+1.33%
% of All Funds
13.28%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.85%
New
51
Increased
187
Reduced
174
Closed
40
Calls
$17M
Puts
$12.6M
Net Calls
+$4.37M
Net Calls Change
-$980K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$426M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$182M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$31M
4
Morgan Stanley
4
Morgan Stanley
New York
$393M
5
TF
5
TIAA FSB
Florida
$598M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$76.6M
2
UBS AM
2
UBS AM
Illinois
$516K
3
B
3
Bailard
California
$4.58M
4
BL
4
Balentine LLC
Georgia
$5.92M
5
PPA
5
Parametric Portfolio Associates
Washington
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
TDC
326
Thompson Davis & Co
Virginia
$509K 4,102 -2,170 -35%
MC
327
Mathes Company
New York
$509K 4,100 +4,100 New
SC
328
Savant Capital
Illinois
$506K 4,079 – –
PFS
329
Prospera Financial Services
Texas
$499K 3,986 +227 +6%
WVP
330
Worth Venture Partners
New Jersey
$496K 4,000 – –
NWM
331
Northwest Wealth Management
Iowa
$493K 3,973 -71 -2%
RWG
332
Regal Wealth Group
California
$489K 3,943 +20 +0.5%
TI
333
Truepoint Inc
Ohio
$487K 3,927 -147 -4%
HSA
334
HBK Sorce Advisory
Pennsylvania
$477K 3,843 – –
BOS
335
Bingham Osborn & Scarborough
California
$477K 3,846 – –
AA
336
Alesco Advisors
New York
$474K 3,815 – –
FHA
337
First Horizon Advisors
Tennessee
$470K 3,760 +198 +6%
Neuberger Berman Group
338
Neuberger Berman Group
New York
$465K 3,749 -924 -20%
TFCP
339
Twin Focus Capital Partners
Massachusetts
$462K 3,723 -398 -10%
IWA
340
Intercontinental Wealth Advisors
Texas
$462K 3,725 – –
3AM
341
3D Asset Management
Connecticut
$457K 3,678 -80 -2%
SPC
342
Sigma Planning Corp
Michigan
$448K 3,613 +17 +0.5%
PAS
343
Professional Advisory Services
Florida
$447K 3,598 – –
CWM
344
Confluence Wealth Management
Oregon
$447K 3,604 +65 +2%
DPI
345
Diversified Portfolios Inc
Michigan
$443K 3,566 -141 -4%
AIM
346
Allen Investment Management
New York
$434K 3,496 -300 -8%
MFW
347
Mosaic Family Wealth
Missouri
$429K 3,454 -111 -3%
JFG
348
JMG Financial Group
Illinois
$416K 3,352 – –
VWA
349
V Wealth Advisors
Kansas
$414K 3,329 +16 +0.5%
EK
350
Evensky & Katz
Florida
$410K 3,306 +2 +0.1%
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