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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 %
Citigroup
126
Citigroup
New York
$5.09M +$552K +4,528 +12%
PV
127
Private Vista
Illinois
$5.05M +$5.05M +41,412 New
Brown Advisory
128
Brown Advisory
Maryland
$4.99M +$2.74M +22,513 +122%
BCIM
129
Bishop & Co Investment Management
Pennsylvania
$4.98M -$44.2K -363 -0.9%
PP
130
PDS Planning
Ohio
$4.93M +$260K +2,136 +6%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$4.75M +$474K +3,889 +11%
Prudential Financial
132
Prudential Financial
New Jersey
$4.69M – – –
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$4.68M -$266K -2,182 -5%
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$4.65M -$23.4M -191,561 -83%
WWM
135
Windsor Wealth Management
Indiana
$4.63M -$60.9K -500 -1%
SLT
136
St Louis Trust
Missouri
$4.62M -$49.5K -406 -1%
GIA
137
GHP Investment Advisors
Colorado
$4.56M -$133K -1,093 -3%
CG
138
Corundum Group
Colorado
$4.53M +$295K +2,421 +7%
ST
139
Smithfield Trust
Pennsylvania
$4.5M +$138K +1,133 +3%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$4.29M -$36.6K -300 -0.8%
OCM
141
One Capital Management
California
$4.2M -$218K -1,785 -5%
IP
142
Investment Partners
Ohio
$4.15M +$512K +4,203 +14%
GH
143
GAM Holding
Switzerland
$4.15M +$1.88M +15,450 +83%
HS
144
Huntington Steele
Pennsylvania
$4.12M -$92.6K -760 -2%
Mariner
145
Mariner
Kansas
$4.08M -$225K -1,847 -5%
BF
146
BOK Financial
Oklahoma
$4.02M +$259K +2,128 +7%
CI
147
Conning Inc
Connecticut
$3.88M – – –
JIC
148
Johnson Investment Counsel
Ohio
$3.75M -$31.7K -260 -0.8%
WTC
149
WhitTier Trust Company
Nevada
$3.74M +$250K +2,054 +7%
GW
150
GW & Wade
Massachusetts
$3.7M -$39.7K -326 -1%
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