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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
$245M
3
SGAM
Stephens Group Asset Management
Arkansas
$84.6M
4
LCM
Landscape Capital Management
New Jersey
$28.9M
5
Franklin Resources
Franklin Resources
California
$145M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
VNIM
Vaughan Nelson Investment Management
Texas
$20.2M
3
TSS
Two Sigma Securities
New York
$3.26M
4
Victory Capital Management
Victory Capital Management
Texas
$70.4M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$46M -$16.8M -137,839 -27%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$42.7M +$12.2M +100,000 +40%
US Bancorp
28
US Bancorp
Minnesota
$42.1M +$3.27M +26,808 +8%
CB
29
Commerce Bank
Missouri
$36.7M -$1.91M -15,696 -5%
FT
30
Fiduciary Trust
Massachusetts
$36.7M -$688K -5,647 -2%
SB
31
Suntrust Banks
Georgia
$34.8M -$3.07M -25,157 -8%
GLI
32
Guardian Life Insurance
New York
$33.5M +$20.5M +168,543 +159%
JA
33
JOYN Advisors
Georgia
$33.2M +$3.95M +32,421 +14%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$31.1M +$12.9M +106,094 +71%
Calamos Advisors
35
Calamos Advisors
Illinois
$30.9M -$34.1K -280 -0.1%
BWM
36
Baystate Wealth Management
Massachusetts
$29.8M +$2.59M +20,723 +10%
LCM
37
Landscape Capital Management
New Jersey
$28.9M +$28.9M +237,461 New
EB
38
Eastern Bank
Massachusetts
$25.6M +$2.55M +20,905 +11%
ZF
39
Zhang Financial
Michigan
$24.3M -$613K -5,132 -2%
SCM
40
Shapiro Capital Management
Georgia
$22.5M +$488K +4,001 +2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$21.9M +$846K +6,945 +4%
NSCM
42
New South Capital Management
Tennessee
$21.7M +$2.87M +23,578 +15%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$21.7M -$1.31M -10,562 -6%
Stifel Financial
44
Stifel Financial
Missouri
$21.1M -$1.23M -10,048 -5%
MA
45
MUFG Americas
New York
$20.8M +$688K +5,641 +3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$20.6M -$193K -1,582 -0.9%
RJA
47
Raymond James & Associates
Florida
$20.3M -$3.41M -27,999 -14%
ANTB
48
AMG National Trust Bank
Colorado
$20.3M +$63K +517 +0.3%
VNIM
49
Vaughan Nelson Investment Management
Texas
$20.2M -$52.3M -429,400 -72%
SQA
50
Simon Quick Advisors
New Jersey
$20.1M +$4.36M +35,762 +28%
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