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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 %
PFA
626
Pathway Financial Advisors
Vermont
$1K +$1K +9 New
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$255 +$255 +2,029 New
AMCA
628
Arthur M. Cohen & Associates
Illinois
$223 +$223 +2,060 New
PCG
629
Private Capital Group
Connecticut
$176 +$176 +1,399 New
PI
630
PineBridge Investments
New York
– -$65.5M -527,800 Closed
USAA
631
United Services Automobile Association
Texas
– -$28.3M -227,945 Closed
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
– -$16.8M -135,578 Closed
SIMM
633
Stillwater Investment Management (Minnesota)
Minnesota
– -$11.2M -90,289 Closed
SPL
634
Smart Portfolios LLC
Washington
– -$7.2M -57,996 Closed
PV
635
Private Vista
Illinois
– -$5.89M -47,410 Closed
NFA
636
Nationwide Fund Advisors
Ohio
– -$4.62M -37,253 Closed
TH
637
Timber Hill
Connecticut
– -$4.5M -36,225 Closed
KCM
638
Kennedy Capital Management
Missouri
– -$3.57M -28,791 Closed
MIAN
639
Mariner Independent Advisor Network
Kansas
– -$3.51M -28,291 Closed
AI
640
Atria Investments
North Carolina
– -$2.58M -20,755 Closed
DA
641
DSC Advisors
Illinois
– -$1.98M -15,960 Closed
Balyasny Asset Management
642
Balyasny Asset Management
Illinois
– -$1.9M -15,315 Closed
ICOA
643
Investment Centers of America
North Dakota
– -$1.04M -8,363 Closed
PCM
644
Palisade Capital Management
New Jersey
– -$869K -7,000 Closed
HFS
645
HL Financial Services
Kentucky
– -$855K -6,886 Closed
FA
646
FDx Advisors
Illinois
– -$595K -4,792 Closed
IWA
647
Intercontinental Wealth Advisors
Texas
– -$462K -3,725 Closed
NPC
648
National Planning Corporation
California
– -$374K -3,013 Closed
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
– -$323K -2,600 Closed
NG
650
NatWest Group
United Kingdom
– -$249K -2,005 Closed
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