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iShares Russell 2000 Value ETF
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Overview Fund Activity

628 hedge funds and large institutions have $5.96B invested in iShares Russell 2000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 207 increasing their positions, 161 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+96
Holders Change %
+18.05%
% of All Funds
14.26%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
0.95%
New
132
Increased
207
Reduced
161
Closed
34
Calls
$10.3M
Puts
$12.9M
Net Calls
-$2.59M
Net Calls Change
-$6.95M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$125M
2
Bank of America
Bank of America
North Carolina
$436M
3
TSS
Two Sigma Securities
New York
$45.5M
4
QIM
Quantitative Investment Management
Virginia
$33.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$217M

Top Sellers

1
PI
PineBridge Investments
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$379M
3
SI
Stephens Inc
Arkansas
$60.4M
4
Citigroup
Citigroup
New York
$4.68M
5
USAA
United Services Automobile Association
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$4.42M +$3.05M +24,216 +221%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$4.41M +$429K +3,414 +11%
CG
153
Corundum Group
Colorado
$4.37M +$117K +929 +3%
HS
154
Huntington Steele
Pennsylvania
$4.35M +$8.55K +68 +0.2%
RC
155
Roundview Capital
New Jersey
$4.02M +$277K +2,201 +7%
CI
156
Conning Inc
Connecticut
$4M – – –
TSW
157
Thompson Siegel & Walmsley
Virginia
$3.99M +$971K +7,721 +32%
UWPG
158
Ullmann Wealth Partners Group
Florida
$3.98M -$2.45M -19,473 -38%
JIC
159
Johnson Investment Counsel
Ohio
$3.9M -$6.04K -48 -0.2%
EARNEST Partners
160
EARNEST Partners
Georgia
$3.9M +$2.64M +21,020 +211%
BF
161
BOK Financial
Oklahoma
$3.88M +$367K +2,917 +10%
GW
162
GW & Wade
Massachusetts
$3.86M +$23.9K +190 +0.6%
IP
163
Investment Partners
Ohio
$3.75M -$80.6K -641 -2%
MCM
164
MV Capital Management
Maryland
$3.71M -$146K -1,162 -4%
First Trust Advisors
165
First Trust Advisors
Illinois
$3.68M +$143K +1,140 +4%
WTC
166
WhitTier Trust Company
Nevada
$3.6M +$278K +2,211 +8%
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$3.54M +$51.3K +408 +1%
WIC
168
Whitegate Investment Counselors
New Hampshire
$3.53M +$12.6K +100 +0.4%
SG Americas Securities
169
SG Americas Securities
New York
$3.5M +$1.63M +12,984 +87%
FCI
170
Financial Counselors Inc
Kansas
$3.47M -$139K -1,103 -4%
GT
171
Glenmede Trust
Pennsylvania
$3.37M +$134K +1,065 +4%
KCM
172
Karp Capital Management
California
$3.35M -$11.7K -93 -0.3%
CM
173
Cornerstone Management
Georgia
$3.35M -$292K -2,322 -8%
OBWP
174
O'Brien Wealth Partners
Massachusetts
$3.16M -$111K -880 -3%
DIA
175
Denver Investment Advisors
Colorado
$3.12M +$21.6K +172 +0.7%
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