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iShares Russell 2000 Value ETF
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Overview Fund Activity

525 hedge funds and large institutions have $5.2B invested in iShares Russell 2000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 195 reducing their positions, and 48 closing their positions.

Holders
525
Holders Change
-17
Holders Change %
-3.14%
% of All Funds
13.11%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.9%
New
39
Increased
152
Reduced
195
Closed
48
Calls
$22.1M
Puts
$16.7M
Net Calls
+$5.35M
Net Calls Change
+$68.8M

Top Buyers

1
TF
1
TIAA FSB
Florida
$546M
2
LPL Financial
2
LPL Financial
California
$47.9M
3
Macquarie Group
3
Macquarie Group
Australia
$47.8M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$141M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$259M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$83.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$80.9M
4
Citigroup
4
Citigroup
New York
$34.4M
5
JIR
5
James Investment Research
Ohio
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
SPL
101
Smart Portfolios LLC
Washington
$6.15M 51,719 +11 +0%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$6.13M 51,534 -19,610 -28%
MWM
103
Modera Wealth Management
New Jersey
$6.05M 50,913 +6,806 +15%
OCM
104
One Capital Management
California
$6M 50,455 -28,192 -36%
CS
105
Credit Suisse
Switzerland
$5.85M 49,206 +6,332 +15%
V
106
Veritable
Delaware
$5.84M 49,117 -11,745 -19%
PV
107
Private Vista
Illinois
$5.82M 48,954 -9,626 -16%
SEI Investments
108
SEI Investments
Pennsylvania
$5.81M 48,897 -6,391 -12%
BOH
109
Bank of Hawaii
Hawaii
$5.57M 46,839 +3,478 +8%
AG
110
Advisor Group
Arizona
$5.56M 46,772 -7,297 -13%
MOACM
111
Mutual of America Capital Management
New York
$5.55M 46,687 -21,800 -32%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$5.52M 46,400 -500 -1%
Truist Financial
113
Truist Financial
North Carolina
$5.51M 46,346 +1,111 +2%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$5.47M 46,010 -2,024 -4%
TAM
115
Tocqueville Asset Management
New York
$5.43M 45,670 – –
WDL
116
Well Done LLC
Michigan
$5.42M 45,616 +1,475 +3%
CWM
117
Concentric Wealth Management
California
$5.2M 43,721 +117 +0.3%
UB
118
UMB Bank
Missouri
$5.12M 43,105 -453 -1%
SLT
119
St Louis Trust
Missouri
$5.05M 42,483 -87 -0.2%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$4.97M 41,765 +62 +0.1%
First Trust Advisors
121
First Trust Advisors
Illinois
$4.8M 40,348 +9,881 +32%
GIA
122
GHP Investment Advisors
Colorado
$4.75M 39,990 -784 -2%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$4.55M 38,273 +32,300 +541%
NFA
124
Nationwide Fund Advisors
Ohio
$4.43M 37,253 – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$4.1M 34,510 +2,203 +7%
3 4
5
6 7