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iShares Russell 2000 Value ETF
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Overview Fund Activity

628 hedge funds and large institutions have $5.96B invested in iShares Russell 2000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 207 increasing their positions, 161 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+96
Holders Change %
+18.05%
% of All Funds
14.26%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
0.95%
New
132
Increased
207
Reduced
161
Closed
34
Calls
$10.3M
Puts
$12.9M
Net Calls
-$2.59M
Net Calls Change
-$6.95M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$125M
2
Bank of America
Bank of America
North Carolina
$436M
3
TSS
Two Sigma Securities
New York
$45.5M
4
QIM
Quantitative Investment Management
Virginia
$33.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$217M

Top Sellers

1
PI
PineBridge Investments
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$379M
3
SI
Stephens Inc
Arkansas
$60.4M
4
Citigroup
Citigroup
New York
$4.68M
5
USAA
United Services Automobile Association
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFP
551
Holistic Financial Partners
Indiana
$52K +$52K +410 New
KF
552
Krilogy Financial
Missouri
$50K -$52.4K -416 -51%
MA
553
MCF Advisors
Kentucky
$47K -$1.51K -12 -3%
PCTC
554
Perkins Coie Trust Company
Washington
$46K -$8.13K -65 -15%
LNB
555
Ledyard National Bank
$45K – – –
KJWM
556
Kiley Juergens Wealth Management
Washington
$40K +$40K +325 New
ST
557
Sageworth Trust
Pennsylvania
$39K – – –
Parallax Volatility Advisers
558
Parallax Volatility Advisers
California
$39K +$38.9K +308 +30,800%
MDCM
559
Morgan Dempsey Capital Management
Wisconsin
$38.2K +$38.2K +304 New
CAL
560
Capital Analysts LLC
Pennsylvania
$36K – – –
PO
561
Private Ocean
California
$36K +$251 +2 +0.7%
WP
562
WealthShield Partners
North Carolina
$36K +$36K +281 New
W
563
WealthShield
North Carolina
$36K +$36K +281 New
PGWM
564
Parisi Gray Wealth Management
New Jersey
$36K +$36K +285 New
JCM
565
Jacobi Capital Management
Pennsylvania
$33K -$181K -1,406 -85%
FWC
566
First Washington Corp
Washington
$33K – – –
MOS
567
MGO One Seven
Ohio
$33K +$33K +260 New
TC
568
Trust Company
Kansas
$32K – – –
CFA
569
Camarda Financial Advisors
Florida
$32K – – –
SSB
570
Sandy Spring Bank
Maryland
$31K – – –
MOACM
571
Mutual of America Capital Management
New York
$31K +$31K +250 New
CCM
572
Cribstone Capital Management
Maine
$31K +$31K +250 New
AFNAS
573
American Financial Network Advisory Services
California
$30K -$13.9K -111 -32%
CCM
574
Covington Capital Management
California
$29K -$12.6K -100 -30%
NSIM
575
North Star Investment Management
Illinois
$29K -$252 -2 -0.9%
21 22
23
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