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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 %
AR
326
Advisory Research
Illinois
$687K +$687K +5,463 New
PCMC
327
Paragon Capital Management (Colorado)
Colorado
$685K +$251 +2 +0%
VOYA Investment Management
328
VOYA Investment Management
Georgia
$685K +$40.3K +320 +6%
SCM
329
SOL Capital Management
Maryland
$682K – – –
VCM
330
Vigilant Capital Management
Maine
$677K – – –
FBFS
331
First Business Financial Services
Wisconsin
$673K – – –
TFO
332
Tarbox Family Office
California
$664K – – –
NWS
333
Newport Wealth Strategies
California
$656K +$656K +5,154 New
RCAG
334
Rehmann Capital Advisory Group
Michigan
$654K -$114K -906 -15%
RIA
335
RPG Investment Advisory
California
$653K – – –
SFFS
336
Stonehage Fleming Financial Services
Jersey
$645K – – –
NC
337
Northpointe Capital
Michigan
$641K +$309K +2,457 +93%
GC
338
Garde Capital
Washington
$628K -$1.26K -10 -0.2%
TFA
339
Transamerica Financial Advisors
Florida
$628K +$628K +4,994 New
HCC
340
Hirtle Callaghan & Co
Pennsylvania
$613K – – –
CIC
341
Carnegie Investment Counsel
Ohio
$609K +$84.1K +691 +16%
LWAC
342
Laurel Wealth Advisors (California)
California
$594K – – –
FA
343
FCG Advisors
New Jersey
$593K +$32.7K +261 +6%
TW
344
Transform Wealth
Colorado
$589K -$6.92K -55 -1%
OCG
345
Opus Capital Group
Ohio
$586K +$15.8K +126 +3%
AI
346
Accredited Investors
Minnesota
$586K +$586K +4,659 New
AFC
347
AFT Forsyth & Company
Florida
$583K +$583K +4,635 New
Fisher Asset Management
348
Fisher Asset Management
Washington
$582K +$10.1K +80 +2%
PAG
349
Pinnacle Advisory Group
Maryland
$574K +$4.65K +37 +0.8%
LFS
350
Lutz Financial Services
Nebraska
$571K +$571K +4,542 New
12 13
14
15 16