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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 %
CNBT
426
Canandaigua National Bank & Trust
New York
$323K – – –
PWM
427
Perigon Wealth Management
California
$323K – – –
SAM
428
Sawgrass Asset Management
Florida
$323K – – –
1IA
429
1834 Investment Advisors
Wisconsin
$323K +$12.6K +100 +4%
PFC
430
Phocas Financial Corp
California
$322K +$322K +2,560 New
GRP
431
Global Retirement Partners
California
$318K -$10.3K -82 -3%
CG
432
Cutler Group
California
$315K +$315K +2,507 New
DJSG
433
D.J. St. Germain
Massachusetts
$312K -$3.77K -30 -1%
FANJ
434
Financial Architects (New Jersey)
New Jersey
$310K -$17.9K -142 -5%
JFGLC
435
Johnson Financial Group LLC (Colorado)
Colorado
$306K +$11K +87 +4%
FC
436
Ferris Capital
Massachusetts
$304K – – –
SFM
437
Signet Financial Management
New Jersey
$303K -$19.8K -157 -6%
SSG
438
Summit Securities Group
New York
$302K +$302K +2,400 New
RJT
439
Raymond James Trust
Florida
$302K +$302K +2,404 New
AL
440
Aspiriant LLC
California
$299K -$1.47M -11,710 -83%
DW
441
Domani Wealth
Pennsylvania
$298K – – –
VCA
442
Verdence Capital Advisors
Maryland
$297K +$297K +2,360 New
SCM
443
Sterneck Capital Management
Missouri
$295K +$295K +2,343 New
WPC
444
Waters Parkerson & Co
Louisiana
$292K – – –
WT
445
Washington Trust
Rhode Island
$292K – – –
MFS
446
McNamara Financial Services
Massachusetts
$291K – – –
SHGA
447
Sand Hill Global Advisors
California
$288K -$19.7K -157 -6%
MHS
448
M Holdings Securities
Oregon
$284K -$10.3K -82 -3%
FPTW
449
Franklin, Parlapiano, Turner & Welch
Texas
$278K -$27.7K -220 -9%
BOTW
450
Bank of the West
California
$278K – – –
16 17
18
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