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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 %
PCTC
526
Perkins Coie Trust Company
Washington
$45K – – –
LNB
527
Ledyard National Bank
$44K – – –
MA
528
MCF Advisors
Kentucky
$43K -$2.18K -18 -5%
PO
529
Private Ocean
California
$40K +$5.53K +46 +16%
MIM
530
Macroview Investment Management
Maryland
$37K +$26.8K +222 +261%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$36K -$366K -3,026 -91%
QAM
532
QCI Asset Management
New York
$36K +$29.7K +245 +471%
PGWM
533
Parisi Gray Wealth Management
New Jersey
$35K – – –
FWC
534
First Washington Corp
Washington
$32K – – –
MOS
535
MGO One Seven
Ohio
$32K +$123 +1 +0.4%
JCM
536
Jacobi Capital Management
Pennsylvania
$31K – – –
CFA
537
Camarda Financial Advisors
Florida
$31K – – –
TC
538
Trust Company
Kansas
$31K – – –
MOACM
539
Mutual of America Capital Management
New York
$30K – – –
SSB
540
Sandy Spring Bank
Maryland
$30K – – –
CCM
541
Cribstone Capital Management
Maine
$30K – – –
CCM
542
Covington Capital Management
California
$28K – – –
NSIM
543
North Star Investment Management
Illinois
$28K – – –
HDIM
544
Hanson & Doremus Investment Management
Vermont
$28K – – –
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
S
546
SignatureFD
Georgia
$26K -$229K -1,855 -90%
CB
547
Community Bank
New York
$25K +$25K +209 New
IFAM
548
Institutional & Family Asset Management
Colorado
$24K +$24K +200 New
WP
549
WealthShield Partners
North Carolina
$23K -$11.6K -94 -33%
YWP
550
YorkBridge Wealth Partners
New York
$20K -$7.58K -61 -27%
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