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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 %
ME
601
McIlrath & Eck
Washington
$7K +$7K +53 New
BAM
602
Brave Asset Management
New Jersey
$7K +$7K +54 New
PG
603
Patten Group
Tennessee
$6K – – –
FRA
604
Front Row Advisors
California
$6K +$6K +50 New
WCM
605
Whitener Capital Management
North Carolina
$6K +$6K +50 New
LWA
606
Lenox Wealth Advisors
New York
$5K +$5K +38 New
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$4K – – –
AA
608
AlphaMark Advisors
Kentucky
$4K – – –
SBL
609
Sargent Bickham Lagudis
Colorado
$4K – – –
CT
610
Clearstead Trust
Maine
$4K – – –
CA
611
Calton & Associates
Florida
$4K +$4K +33 New
SWA
612
Sutton Wealth Advisors
Florida
$3.4K – – –
FA
613
Fortis Advisors
Pennsylvania
$3K -$64.1K -427 -96%
CFA
614
Carroll Financial Associates
North Carolina
$3K – – –
JFA
615
JNBA Financial Advisors
Minnesota
$3K – – –
First Manhattan
616
First Manhattan
New York
$3K – – –
GWS
617
Glassman Wealth Services
Virginia
$2K +$2K +13 New
CA
618
Crewe Advisors
Utah
$2K +$2K +17 New
WB
619
Webster Bank
Connecticut
$1K – – –
VNA
620
Valley National Advisers
Pennsylvania
$1K – – –
CIM
621
Contravisory Investment Management
Massachusetts
$1K – – –
ADL
622
Asset Dedication LLC
California
$1K – – –
AAP
623
Arax Advisory Partners
Colorado
$1K – – –
BRC
624
Bell Rock Capital
Delaware
$1K – – –
GI
625
Gradient Investments
Minnesota
$1K +$1K +4 New
23 24
25
26 27