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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BMCM
351
Bryn Mawr Capital Management
Pennsylvania
$409K – – –
PP
352
Patten & Patten
Tennessee
$404K -$34.1K -275 -8%
AW
353
ACG Wealth
Georgia
$398K +$398K +3,210 New
MIH
354
Madison Investment Holdings
Wisconsin
$394K – – –
SIA
355
Starfire Investment Advisers
Michigan
$391K +$1.49K +12 +0.4%
PHAM
356
Palisades Hudson Asset Management
Florida
$383K +$1.99K +16 +0.5%
WI
357
Wedgewood Investors
Pennsylvania
$380K -$12.4K -100 -3%
CWM
358
Connecticut Wealth Management
Connecticut
$380K +$2.5K +20 +0.7%
NPC
359
National Planning Corporation
California
$374K -$62.6K -504 -14%
BF
360
Blankinship & Foster
California
$370K +$1.49K +12 +0.4%
WP
361
WealthSource Partners
California
$368K -$2.98K -24 -0.8%
MBT
362
Montecito Bank & Trust
California
$365K -$117K -947 -24%
RG
363
Rikoon Group
New Mexico
$356K +$1.49K +12 +0.4%
SKK
364
Shepherd Kaplan Krochuk
Massachusetts
$355K – – –
IH
365
IFC Holdings
Florida
$345K +$30.7K +247 +10%
CFA
366
Capstone Financial Advisors
Illinois
$342K -$146K -1,172 -30%
FWM
367
Focused Wealth Management
New York
$341K -$44.7K -360 -12%
AFP
368
Ausdal Financial Partners
Iowa
$332K -$10.7K -86 -3%
NC
369
Northpointe Capital
Michigan
$328K -$329K -2,648 -50%
LA
370
Leonetti & Associates
Illinois
$326K – – –
GRP
371
Global Retirement Partners
California
$324K -$3.11K -25 -0.9%
FANJ
372
Financial Architects (New Jersey)
New Jersey
$323K -$372 -3 -0.1%
CLOS
373
Compagnie Lombard Odier SCmA
Switzerland
$323K – – –
SAM
374
Sawgrass Asset Management
Florida
$319K – – –
SFM
375
Signet Financial Management
New Jersey
$318K -$25.9K -209 -8%
13 14
15
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