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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 %
LFS
326
Lutz Financial Services
Nebraska
$554K – – –
SPC
327
Sigma Planning Corp
Michigan
$552K +$80.7K +662 +17%
GRP
328
Global Retirement Partners
California
$543K +$235K +1,927 +76%
SBH
329
Segall Bryant & Hamill
Illinois
$542K +$20.2K +166 +4%
SCM
330
SOL Capital Management
Maryland
$539K -$122K -1,000 -18%
PMFA
331
Plante Moran Financial Advisors
Michigan
$539K – – –
IWP
332
Icon Wealth Partners
Texas
$538K -$200K -1,639 -27%
CANC
333
Culbertson A N & Co
Virginia
$533K +$21.7K +178 +4%
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
$532K +$9K +74 +2%
BFPW
335
BOK Financial Private Wealth
Colorado
$529K – – –
UBS AM
336
UBS AM
Illinois
$528K +$21.2K +174 +4%
RFM
337
Royal Fund Management
Florida
$524K -$1.12M -9,177 -68%
JWA
338
JFS Wealth Advisors
Pennsylvania
$519K – – –
LW
339
Linscomb Wealth
Texas
$510K – – –
MWP
340
MYCIO Wealth Partners
Pennsylvania
$499K -$34.8K -285 -7%
SC
341
Savant Capital
Illinois
$491K -$5.6K -46 -1%
AMCA
342
Arthur M. Cohen & Associates
Illinois
$490K +$243K +2,031 +99%
SKK
343
Shepherd Kaplan Krochuk
Massachusetts
$488K -$2.07M -17,000 -81%
WC
344
Whitnell & Co
Illinois
$488K -$24.4K -200 -5%
RCA
345
Rex Capital Advisors
Rhode Island
$480K -$65.1K -535 -12%
QCG
346
Quadrant Capital Group
Ohio
$478K -$32K -263 -6%
NWM
347
Northwest Wealth Management
Iowa
$474K -$10.2K -84 -2%
BMCM
348
Bryn Mawr Capital Management
Pennsylvania
$465K +$63.8K +524 +16%
TDC
349
Thompson Davis & Co
Virginia
$462K -$37.8K -310 -8%
RWG
350
Regal Wealth Group
California
$460K -$9.38K -77 -2%
12 13
14
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