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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 %
DT
451
Diversified Trust
Tennessee
$220K +$12.6K +103 +6%
WTFG
452
Wells Trecaso Financial Group
Ohio
$220K +$220K +1,809 New
MWM
453
Meridian Wealth Management
Kentucky
$217K +$244 +2 +0.1%
CIC
454
Cornercap Investment Counsel
Georgia
$217K +$217K +1,778 New
SCI
455
S&CO Inc
Massachusetts
$217K +$217K +1,782 New
SIAS
456
Shine Investment Advisory Services
Colorado
$216K – – –
CA
457
Cornerstone Advisory
Maryland
$216K – – –
AC
458
AFAM Capital
Texas
$215K -$2.56M -21,049 -92%
OC
459
Oakworth Capital
Alabama
$215K – – –
MWM
460
Mission Wealth Management
California
$215K – – –
NFC
461
Northeast Financial Consultants
Connecticut
$203K +$203K +1,670 New
AIM
462
Arcadia Investment Management
Michigan
$201K -$3.66K -30 -2%
NC
463
Northpointe Capital
Michigan
$194K -$429K -3,512 -69%
MSA
464
Mason Street Advisors
Wisconsin
$183K – – –
PCG
465
Private Capital Group
Connecticut
$178K +$7.09K +58 +4%
FWM
466
Focused Wealth Management
New York
$176K -$732 -6 -0.4%
PA
467
Parallel Advisors
California
$176K – – –
MCM
468
Manchester Capital Management
Vermont
$171K – – –
MBT
469
Monroe Bank & Trust
Michigan
$170K – – –
Barclays
470
Barclays
United Kingdom
$165K +$47.7K +394 +41%
APSP
471
Asset Planning Services (Pennsylvania)
Pennsylvania
$162K -$25.8K -211 -14%
ASN
472
Advisory Services Network
Georgia
$159K -$49.2K -403 -24%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$156K – – –
AF
474
Allworth Financial
California
$153K – – –
RE
475
RBC Europe
United Kingdom
$149K – – –
17 18
19
20 21