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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 %
FPIS
151
Financial Planning & Information Services
Wisconsin
$2.99M 25,123 -333 -1%
DIA
152
Denver Investment Advisors
Colorado
$2.94M 24,694 +160 +0.7%
Franklin Resources
153
Franklin Resources
California
$2.93M 24,676 -785 -3%
TSW
154
Thompson Siegel & Walmsley
Virginia
$2.85M 24,005 -371 -2%
WTC
155
WhitTier Trust Company
Nevada
$2.78M 23,342 +235 +1%
WCF
156
West Coast Financial
California
$2.75M 23,106 -435 -2%
FAAS
157
First Allied Advisory Services
California
$2.68M 22,606 +5,485 +32%
TCB
158
Texas Capital Bancshares
Texas
$2.68M 22,550 -2,111 -9%
CA
159
Cetera Advisors
Colorado
$2.56M 21,514 +170 +0.8%
TRCT
160
Tower Research Capital (TRC)
New York
$2.55M 21,477 +21,477 New
EA
161
Edge Advisors
Georgia
$2.5M 21,030 +1,020 +5%
FIMS
162
FBL Investment Management Services
Iowa
$2.5M 21,000 – –
FIB
163
First Interstate Bank
Montana
$2.5M 21,000 – –
Nomura Holdings
164
Nomura Holdings
Japan
$2.48M 21,000 +21,000 New
GMA
165
Goldstein Munger & Associates
California
$2.43M 20,430 – –
WAM
166
Wolverine Asset Management
Illinois
$2.41M 20,313 -45,733 -69%
WA
167
Winfield Associates
Ohio
$2.35M 19,805 -75 -0.4%
AMG
168
Asset Management Group
Connecticut
$2.33M 19,567 -666 -3%
FIG
169
FundX Investment Group
California
$2.32M 19,510 -140,708 -88%
MAS
170
Managed Account Services
Florida
$2.24M 18,874 -163 -0.9%
AL
171
Aspiriant LLC
California
$2.23M 18,748 -1,116 -6%
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$2.2M 18,531 -5,787 -24%
Brown Advisory
173
Brown Advisory
Maryland
$2.19M 18,392 +505 +3%
GWM
174
Geneos Wealth Management
Colorado
$2.18M 18,320 +316 +2%
MFW
175
Meristem Family Wealth
Minnesota
$2.15M 18,078 – –
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