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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 %
WF
101
WoodTrust Financial
Wisconsin
$7.29M +$264K +2,162 +4%
LFAS
102
Level Four Advisory Services
Texas
$7.24M -$1.05M -8,625 -13%
PA
103
Parkside Advisors
California
$7.21M -$196K -1,612 -3%
WPW
104
Waldron Private Wealth
Pennsylvania
$6.97M +$140K +1,150 +2%
TRCT
105
Tower Research Capital (TRC)
New York
$6.95M +$6.94M +56,968 +83,776%
MAP
106
Managed Asset Portfolios
Michigan
$6.86M +$6.86M +445,300 New
SG Americas Securities
107
SG Americas Securities
New York
$6.45M +$3.06M +25,104 +90%
CM
108
Churchill Management
California
$6.32M +$767K +6,289 +14%
EA
109
Edge Advisors
Georgia
$6.23M +$1.05M +8,602 +20%
TAM
110
Tocqueville Asset Management
New York
$6.19M -$1.76M -14,440 -22%
Deutsche Bank
111
Deutsche Bank
Germany
$6.14M +$6.14M +50,361 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$6.13M +$89.7K +736 +1%
JPG
113
Jordan Park Group
California
$6.11M +$570K +4,678 +10%
JGC
114
J. Goldman & Co
New York
$5.89M +$5.89M +48,328 New
Truist Financial
115
Truist Financial
North Carolina
$5.86M +$46.4K +381 +0.8%
WDL
116
Well Done LLC
Michigan
$5.69M +$115K +943 +2%
BOH
117
Bank of Hawaii
Hawaii
$5.67M -$90.9K -746 -2%
SAM
118
Silvercrest Asset Management
New York
$5.63M -$1.81M -14,852 -24%
B
119
Bailard
California
$5.46M -$1.26M -10,376 -19%
TSW
120
Thompson Siegel & Walmsley
Virginia
$5.43M +$1.56M +12,820 +40%
William Blair & Company
121
William Blair & Company
Illinois
$5.42M -$457K -3,751 -8%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$5.4M -$54.4K -453 -1%
Principal Financial Group
123
Principal Financial Group
Iowa
$5.29M -$13.9M -114,361 -72%
CWM
124
Concentric Wealth Management
California
$5.29M +$86.9K +713 +2%
AG
125
Advisor Group
Arizona
$5.19M +$177K +1,456 +4%
3 4
5
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