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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 %
MIH
401
Madison Investment Holdings
Wisconsin
$404K +$5.03K +40 +1%
PHAM
402
Palisades Hudson Asset Management
Florida
$402K +$13.5K +107 +3%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$399K +$251K +1,994 +169%
SMFS
404
Squar Milner Financial Services
California
$396K +$396K +3,073 New
CWM
405
Connecticut Wealth Management
Connecticut
$390K +$2.04K +16 +0.5%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$388K +$380K +2,976 +4,879%
IH
407
IFC Holdings
Florida
$386K +$36.7K +292 +11%
WI
408
Wedgewood Investors
Pennsylvania
$385K – – –
PP
409
Patten & Patten
Tennessee
$384K -$25.1K -200 -6%
RG
410
Rikoon Group
New Mexico
$382K +$21.8K +173 +6%
CWM
411
Confluence Wealth Management
Oregon
$379K -$73.9K -588 -16%
BF
412
Blankinship & Foster
California
$377K +$2.39K +19 +0.6%
SMC
413
Smith, Moore & Co
Missouri
$372K +$58K +462 +18%
FPS
414
Fieldpoint Private Securities
Connecticut
$371K +$113K +900 +44%
MBT
415
Montecito Bank & Trust
California
$370K – – –
PSUF
416
People's United Financial
Connecticut
$363K +$363K +2,887 New
CWS
417
Cypress Wealth Services
California
$361K +$361K +2,873 New
EWA
418
EP Wealth Advisors
California
$350K +$88K +700 +34%
CFA
419
Capstone Financial Advisors
Illinois
$346K – – –
VDI
420
Vaughan David Investments
Illinois
$346K +$346K +2,749 New
DDPOM
421
Delta Dental Plan of Michigan
Michigan
$335K +$335K +2,793 New
LA
422
Leonetti & Associates
Illinois
$330K – – –
GC
423
Grimes & Company
Massachusetts
$329K +$329K +2,619 New
FHC
424
First Heartland Consultants
Missouri
$329K +$329K +2,620 New
KTA
425
Keeley-Teton Advisors
Illinois
$326K +$326K +2,595 New
15 16
17
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