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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 %
RCA
351
Rex Capital Advisors
Rhode Island
$563K -$5.91K -47 -1%
PMFA
352
Plante Moran Financial Advisors
Michigan
$556K – – –
MWP
353
MYCIO Wealth Partners
Pennsylvania
$552K +$3.03K +24 +0.6%
BFPW
354
BOK Financial Private Wealth
Colorado
$546K -$84.9K -675 -13%
LIC
355
Lodestar Investment Counsel
Illinois
$545K +$12.7K +101 +2%
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$544K -$2.91K -23 -0.5%
SBH
357
Segall Bryant & Hamill
Illinois
$538K +$12.8K +102 +2%
JWA
358
JFS Wealth Advisors
Pennsylvania
$536K +$17.6K +140 +3%
WC
359
Whitnell & Co
Illinois
$529K – – –
CANC
360
Culbertson A N & Co
Virginia
$528K – – –
LW
361
Linscomb Wealth
Texas
$526K -$7.29K -58 -1%
QCG
362
Quadrant Capital Group
Ohio
$526K +$376 +3 +0.1%
UBS AM
363
UBS AM
Illinois
$523K – – –
PFS
364
Prospera Financial Services
Texas
$519K +$13.4K +106 +3%
MC
365
Mathes Company
New York
$516K – – –
TDC
366
Thompson Davis & Co
Virginia
$516K – – –
SC
367
Savant Capital
Illinois
$513K – – –
WVP
368
Worth Venture Partners
New Jersey
$503K – – –
CIM
369
Confluence Investment Management
Missouri
$500K -$2.05M -16,281 -80%
NWM
370
Northwest Wealth Management
Iowa
$500K – – –
TI
371
Truepoint Inc
Ohio
$494K – – –
AAS
372
Annex Advisory Services
Wisconsin
$493K -$35.7K -284 -7%
SPC
373
Sigma Planning Corp
Michigan
$486K +$31.7K +252 +7%
RWG
374
Regal Wealth Group
California
$485K -$11.3K -90 -2%
WP
375
WealthSource Partners
California
$485K +$112K +895 +30%
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