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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 %
WSTAM
76
Wilbanks Smith & Thomas Asset Management
Virginia
$10.5M -$97.6K -801 -0.9%
SCG
77
Sonata Capital Group
Washington
$9.89M -$455K -3,732 -4%
MML Investors Services
78
MML Investors Services
Massachusetts
$9.7M +$61.6K +505 +0.6%
MWM
79
Modera Wealth Management
New Jersey
$9.25M +$1.36M +11,186 +17%
BTS
80
BB&T Securities
Virginia
$9.2M -$27.8K -228 -0.3%
CONA
81
Capital One National Association
New York
$9.19M -$292K -2,400 -3%
ACB
82
Aristotle Capital Boston
Massachusetts
$9.1M +$2.94M +24,095 +48%
IIC
83
Integrated Investment Consultants
Michigan
$8.86M +$8.86M +72,716 New
EBIM
84
Eagle Boston Investment Management
Massachusetts
$8.83M +$218K +1,792 +3%
IFA
85
Interactive Financial Advisors
Illinois
$8.76M -$765K -6,280 -8%
ZB
86
Zions Bancorporation
Utah
$8.64M -$2.18M -17,905 -20%
RP
87
Rice Partnership
Hawaii
$8.59M +$448K +3,675 +5%
KeyBank National Association
88
KeyBank National Association
Ohio
$8.57M -$23.8K -195 -0.3%
AllianceBernstein
89
AllianceBernstein
Tennessee
$8.09M +$6.45M +52,907 +393%
FAM
90
Flaharty Asset Management
Florida
$8.02M +$358K +3,003 +5%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$7.96M +$892K +7,321 +13%
CC
92
Courier Capital
New York
$7.94M +$209K +1,711 +3%
LFWA
93
LBJ Family Wealth Advisors
Texas
$7.92M +$33.4K +274 +0.4%
WSFS
94
Wilmington Savings Fund Society
Delaware
$7.77M +$1.03M +8,488 +15%
CWA
95
Clarus Wealth Advisors
Arizona
$7.76M -$2.09M -17,183 -21%
SEI Investments
96
SEI Investments
Pennsylvania
$7.71M +$1.67M +13,677 +28%
MCM
97
MAI Capital Management
Ohio
$7.64M +$461K +3,782 +6%
NA
98
NextCapital Advisers
Illinois
$7.63M +$7.63M +62,602 New
JRP
99
Jasper Ridge Partners
California
$7.49M – – –
PFBT
100
Parkside Financial Bank & Trust
Missouri
$7.44M -$48.5K -398 -0.6%
2 3
4
5 6