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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
$245M
3
SGAM
Stephens Group Asset Management
Arkansas
$84.6M
4
LCM
Landscape Capital Management
New Jersey
$28.9M
5
Franklin Resources
Franklin Resources
California
$145M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$306M
2
VNIM
Vaughan Nelson Investment Management
Texas
$20.2M
3
TSS
Two Sigma Securities
New York
$3.26M
4
Victory Capital Management
Victory Capital Management
Texas
$70.4M
5
QIM
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
651
Donaldson Capital Management
Indiana
– -$204K -1,619 Closed
GT
652
Greenleaf Trust
Michigan
– -$202K -1,609 Closed
MPM
653
Meritage Portfolio Management
Kansas
– -$201K -1,602 Closed
WP
654
WealthPLAN Partners
Nebraska
– -$200K -1,594 Closed
STA
655
Summit Trail Advisors
New York
– -$139K -1,107 Closed
BWP
656
Baldwin Wealth Partners
Massachusetts
– -$132K -1,048 Closed
RPC
657
Rossmore Private Capital
Connecticut
– -$118K -940 Closed
CRM
658
Cramer Rosenthal McGlynn
Connecticut
– -$92K -730 Closed
MPPLM
659
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$78K -623 Closed
KJWM
660
Kiley Juergens Wealth Management
Washington
– -$40K -325 Closed
ST
661
Sageworth Trust
Pennsylvania
– -$39K -312 Closed
MDCM
662
Morgan Dempsey Capital Management
Wisconsin
– -$38.2K -304 Closed
AFNAS
663
American Financial Network Advisory Services
California
– -$30K -239 Closed
SFC
664
SYM Financial Corp
Indiana
– -$18K -143 Closed
FCB
665
First Command Bank
Texas
– -$15K -116 Closed
FCFS
666
First Command Financial Services
Texas
– -$15K -116 Closed
SFSIG
667
San Francisco Sentry Investment Group
California
– -$10K -78 Closed
BAM
668
Brave Asset Management
New Jersey
– -$7K -54 Closed
LNWWM
669
Laird Norton Wetherby Wealth Management
California
– -$4K -34 Closed
CA
670
Calton & Associates
Florida
– -$4K -33 Closed
CT
671
Clearstead Trust
Maine
– -$4K -30 Closed
WB
672
Webster Bank
Connecticut
– -$1K -7 Closed
CIM
673
Contravisory Investment Management
Massachusetts
– -$1K -6 Closed
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