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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
1
Jefferies Group
New York
$48.8M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$245M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$84.6M
4
LCM
4
Landscape Capital Management
New Jersey
$28.9M
5
Franklin Resources
5
Franklin Resources
California
$145M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$306M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$20.2M
3
TSS
3
Two Sigma Securities
New York
$3.26M
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.4M
5
QIM
5
Quantitative Investment Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$19.8M -$595K -4,882 -3%
N
52
Natixis
France
$18.3M – – –
HSBC Holdings
53
HSBC Holdings
United Kingdom
$18M +$2.5M +20,603 +16%
RFA
54
Reilly Financial Advisors
California
$17.6M +$801K +6,572 +5%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$17.2M -$312K -2,563 -2%
HighTower Advisors
56
HighTower Advisors
Illinois
$17.2M +$289K +2,373 +2%
UB
57
UMB Bank
Missouri
$17.1M +$6.59M +54,110 +63%
CAM
58
Crestone Asset Management
Colorado
$16.5M +$591K +4,852 +4%
DPIM
59
Duff & Phelps Investment Management
Illinois
$16.3M +$85.3K +700 +0.5%
Ameriprise
60
Ameriprise
Minnesota
$16.1M -$1.46M -11,961 -8%
BPB
61
Badgley, Phelps & Bell
Washington
$15.3M +$1.68M +13,797 +12%
MCM
62
Maple Capital Management
Vermont
$15.2M -$185K -1,515 -1%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$14.9M +$493K +4,046 +3%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$14.9M -$1.43M -11,771 -9%
PLU
65
Performa Ltd (US)
South Carolina
$14.7M +$14.7M +120,869 New
CL
66
Choreo LLC
Illinois
$14.7M -$272K -2,233 -2%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.7M +$959K +7,870 +7%
WT
68
Whittier Trust
California
$14.6M -$35.5K -291 -0.2%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$13.2M -$2.44K -20 -0%
Macquarie Group
70
Macquarie Group
Australia
$12.1M -$19.4M -158,900 -61%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12M +$11.7M +96,201 +4,443%
HIMCH
72
Hartford Investment Management Co (HIMCO)
Connecticut
$11.9M +$4.5M +36,917 +61%
BUB
73
BBVA USA Bancshares
Texas
$11.9M -$1.02M -8,329 -8%
SIMM
74
Stillwater Investment Management (Minnesota)
Minnesota
$11.6M +$11.6M +95,358 New
BCA
75
Berman Capital Advisors
Georgia
$10.9M -$188K -1,539 -2%
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3
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