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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 %
IWM
376
IHT Wealth Management
Illinois
$390K +$11.7K +98 +3%
BAM
377
Berkshire Asset Management
Pennsylvania
$382K +$382K +3,132 New
EK
378
Evensky & Katz
Florida
$379K -$24.9K -205 -6%
PA
379
PFG Advisors
Arizona
$376K +$142K +1,166 +61%
SMFS
380
Squar Milner Financial Services
California
$375K – – –
WI
381
Wedgewood Investors
Pennsylvania
$373K – – –
CWM
382
Connecticut Wealth Management
Connecticut
$369K +$3.94K +33 +1%
BF
383
Blankinship & Foster
California
$367K +$976 +8 +0.3%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$3.46K +29 +1%
PP
385
Patten & Patten
Tennessee
$365K -$7.31K -60 -2%
CWM
386
Confluence Wealth Management
Oregon
$365K -$2.31K -19 -0.6%
SIA
387
Starfire Investment Advisers
Michigan
$364K -$2.1M -17,247 -85%
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$361K +$116K +951 +47%
FPS
389
Fieldpoint Private Securities
Connecticut
$360K – – –
EWA
390
EP Wealth Advisors
California
$354K +$15.2K +125 +4%
JIR
391
James Investment Research
Ohio
$352K -$9.77M -80,198 -97%
CWS
392
Cypress Wealth Services
California
$350K – – –
RG
393
Rikoon Group
New Mexico
$342K -$20.3K -170 -6%
DDPOM
394
Delta Dental Plan of Michigan
Michigan
$341K +$1.1K +9 +0.3%
VDI
395
Vaughan David Investments
Illinois
$336K +$488 +4 +0.1%
PSUF
396
People's United Financial
Connecticut
$334K -$18.3K -150 -5%
FC
397
Ferris Capital
Massachusetts
$333K +$38K +312 +13%
TFCP
398
Twin Focus Capital Partners
Massachusetts
$331K -$97.9K -804 -23%
WI
399
WrapManager Inc
California
$328K -$600K -4,921 -65%
BC
400
Brinker Capital
Pennsylvania
$320K -$1.06M -8,701 -77%
14 15
16
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