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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 %
VIA
476
Vantage Investment Advisors
Pennsylvania
$149K -$44.9K -369 -23%
CAL
477
Capital Advisors Ltd
Ohio
$148K – – –
CWM
478
Cranbrook Wealth Management
Michigan
$143K – – –
AF
479
Advisornet Financial
Minnesota
$143K +$365 +3 +0.3%
CAC
480
Certified Advisory Corp
Florida
$142K +$123K +1,009 +631%
CAPTRUST Financial Advisors
481
CAPTRUST Financial Advisors
North Carolina
$141K -$239K -1,994 -63%
TWA
482
TCI Wealth Advisors
Arizona
$136K -$22.6K -185 -14%
RWP
483
RWA Wealth Partners
Massachusetts
$129K -$1.86M -15,230 -94%
SFM
484
Systematic Financial Management
New Jersey
$127K -$338K -2,778 -73%
JAM
485
Jolley Asset Management
North Carolina
$121K – – –
CC
486
Cassaday & Co
Virginia
$117K -$43.9K -359 -27%
HR
487
Howe & Rusling
New York
$116K +$116K +949 New
WCM
488
Wealthcare Capital Management
Virginia
$114K +$5.74K +47 +5%
VC
489
Vestor Capital
Illinois
$111K – – –
BA
490
Ballew Advisors
Mississippi
$111K +$111K +909 New
CTC
491
Central Trust Company
Missouri
$109K – – –
APA
492
American Portfolios Advisors
New York
$109K +$1.83K +15 +2%
AIM
493
Anchor Investment Management
South Carolina
$90.2K – – –
CFD
494
Creative Financial Designs
Indiana
$89K -$3.4K -28 -4%
GAM
495
Gemmer Asset Management
California
$89K +$367 +3 +0.4%
SIM
496
Sonora Investment Management
Arizona
$88.2K +$59.5K +417 +207%
SWM
497
SeaCrest Wealth Management
New York
$88K +$121 +1 +0.1%
RBC
498
Roble Belko & Company
Pennsylvania
$83K – – –
WWM
499
Wagner Wealth Management
South Carolina
$76K +$368 +3 +0.5%
MAM
500
Meeder Asset Management
Ohio
$75K -$36.4K -298 -33%
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