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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 %
LA
401
Leonetti & Associates
Illinois
$320K – – –
FHC
402
First Heartland Consultants
Missouri
$319K +$122 +1 +0%
TYCC
403
Texas Yale Capital Corp
Florida
$317K +$317K +2,602 New
1IA
404
1834 Investment Advisors
Wisconsin
$313K – – –
CNBT
405
Canandaigua National Bank & Trust
New York
$313K – – –
SAM
406
Sawgrass Asset Management
Florida
$313K – – –
PWM
407
Perigon Wealth Management
California
$313K +$730 +6 +0.2%
PFC
408
Phocas Financial Corp
California
$312K -$322K -2,560 Closed
DJSG
409
D.J. St. Germain
Massachusetts
$303K – – –
DP
410
DDD Partners
Washington
$293K +$99.3K +815 +51%
SYBT
411
Stock Yards Bank & Trust
Kentucky
$290K +$48.8K +400 +20%
DW
412
Domani Wealth
Pennsylvania
$289K – – –
SFM
413
Signet Financial Management
New Jersey
$287K -$6.84K -56 -2%
SCM
414
Sterneck Capital Management
Missouri
$287K +$977 +8 +0.3%
MFS
415
McNamara Financial Services
Massachusetts
$282K – – –
WT
416
Washington Trust
Rhode Island
$277K -$6.09K -50 -2%
MHS
417
M Holdings Securities
Oregon
$277K +$1.34K +11 +0.5%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$273K -$26.7K -219 -9%
TH
419
TCTC Holdings
Texas
$270K – – –
FPTW
420
Franklin, Parlapiano, Turner & Welch
Texas
$269K – – –
EGA
421
Eagle Global Advisors
Texas
$269K +$269K +2,203 New
MFT
422
Moisand Fitzgerald Tamayo
Florida
$264K -$2.31K -19 -0.9%
NAM
423
North American Management
Massachusetts
$264K – – –
GCM
424
Gator Capital Management
Florida
$263K – – –
FTI
425
Fiduciary Trust International
Massachusetts
$262K – – –
15 16
17
18 19