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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
501
Legacy Advisors
Pennsylvania
$73K +$73K +591 New
WIM
502
Westside Investment Management
California
$72.5K – – –
TCOV
503
Trust Company of Vermont
Vermont
$72K -$12.2K -100 -15%
BBHC
504
Brown Brothers Harriman & Co
New York
$67K – – –
LIA
505
LS Investment Advisors
Michigan
$67K – – –
TL
506
TrueWealth LLC
Georgia
$67K +$243 +2 +0.4%
BWA
507
BDO Wealth Advisors
Florida
$66K – – –
CAL
508
Capital Analysts LLC
Pennsylvania
$65K +$29.4K +240 +83%
EARNEST Partners
509
EARNEST Partners
Georgia
$62K -$3.74M -30,474 -98%
CCA
510
Clearwater Capital Advisors
Illinois
$62K +$62K +509 New
WPW
511
Winthrop Partners - WNY
New York
$60.5K +$60.5K +500 New
VDFA
512
Vickerman & Driscoll Financial Advisors
Washington
$57K – – –
FNB
513
Farmers National Bank
Kentucky
$56K – – –
IBOK
514
Independence Bank of Kentucky
Kentucky
$55K – – –
MCWS
515
McKinley Carter Wealth Services
West Virginia
$55K +$55K +450 New
PCM
516
Princeton Capital Management
New Jersey
$55K +$55K +451 New
TIM
517
Tortoise Investment Management
New York
$54K – – –
KF
518
Krilogy Financial
Missouri
$53K +$4.29K +35 +9%
CFG
519
Citizens Financial Group
Rhode Island
$51K -$12.2K -100 -19%
MMG
520
Monetary Management Group
Missouri
$51K – – –
OIA
521
OneDigital Investment Advisors
Kansas
$51K +$122 +1 +0.2%
NL
522
NVWM LLC
Pennsylvania
$50K -$714 -6 -1%
HFP
523
Holistic Financial Partners
Indiana
$50K – – –
RWA
524
Ropes Wealth Advisors
Massachusetts
$49K -$87.4K -724 -64%
ACA
525
Atlas Capital Advisors
Wyoming
$47.3K +$47.3K +388 New
19 20
21
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