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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 %
TW
351
Towerpoint Wealth
California
$458K – – –
NWP
352
Northstar Wealth Partners
Connecticut
$457K +$457K +3,757 New
VWA
353
V Wealth Advisors
Kansas
$455K +$14.9K +125 +3%
AAS
354
Annex Advisory Services
Wisconsin
$452K -$25.8K -212 -5%
DLHL
355
Donald L. Hagan LLC
Florida
$450K – – –
HSA
356
HBK Sorce Advisory
Pennsylvania
$443K – – –
RhumbLine Advisers
357
RhumbLine Advisers
Massachusetts
$441K -$478K -3,918 -52%
PAS
358
Professional Advisory Services
Florida
$439K – – –
BOS
359
Bingham Osborn & Scarborough
California
$437K -$31.9K -262 -7%
DPI
360
Diversified Portfolios Inc
Michigan
$435K – – –
MFW
361
Mosaic Family Wealth
Missouri
$435K +$7.55K +62 +2%
Fisher Asset Management
362
Fisher Asset Management
Washington
$429K -$135K -1,108 -24%
AA
363
Alesco Advisors
New York
$428K -$36.5K -300 -8%
MC
364
Mathes Company
New York
$427K -$73.2K -600 -15%
MMHP
365
Murphy Middleton Hinkle & Parker
Georgia
$427K +$244 +2 +0.1%
AW
366
ACG Wealth
Georgia
$421K -$7.19K -59 -2%
CS
367
Credit Suisse
Switzerland
$419K -$6.36M -52,177 -94%
JFG
368
JMG Financial Group
Illinois
$409K – – –
VF
369
Virtu Financial
New York
$407K -$7.36M -60,381 -95%
TA
370
Trellis Advisors
Washington
$403K +$1.1K +9 +0.3%
AIM
371
Allen Investment Management
New York
$402K -$23.6K -194 -6%
Millennium Management
372
Millennium Management
New York
$400K -$7.44M -60,986 -95%
3AM
373
3D Asset Management
Connecticut
$392K -$52.1K -428 -12%
MIH
374
Madison Investment Holdings
Wisconsin
$391K – – –
PHAM
375
Palisades Hudson Asset Management
Florida
$391K +$1.34K +11 +0.3%
13 14
15
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