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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 %
UWPG
151
Ullmann Wealth Partners Group
Florida
$3.68M -$103K -861 -3%
B
152
Barings
North Carolina
$3.47M +$3.47M +28,500 New
MCM
153
MV Capital Management
Maryland
$3.43M -$167K -1,368 -5%
V
154
Veritable
Delaware
$3.41M -$2.68M -22,027 -44%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$3.4M -$33.2K -272 -1%
GT
156
Glenmede Trust
Pennsylvania
$3.37M – – –
WIC
157
Whitegate Investment Counselors
New Hampshire
$3.36M -$62.8K -515 -2%
CM
158
Cornerstone Management
Georgia
$3.31M +$69.6K +571 +2%
FCI
159
Financial Counselors Inc
Kansas
$3.27M -$93.7K -769 -3%
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$3.27M +$1.76M +14,457 +117%
TSS
161
Two Sigma Securities
New York
$3.26M -$40.8M -335,026 -93%
GC
162
Guggenheim Capital
Illinois
$3.08M +$564K +4,625 +22%
FPIS
163
Financial Planning & Information Services
Wisconsin
$2.98M -$32.1K -263 -1%
EVM
164
Eaton Vance Management
Massachusetts
$2.87M +$1.48M +12,134 +106%
DIA
165
Denver Investment Advisors
Colorado
$2.87M -$154K -1,266 -5%
BIM
166
Bridges Investment Management
Nebraska
$2.72M +$2.72M +22,305 New
DCM
167
Dean Capital Management
Kansas
$2.67M -$220K -1,805 -8%
TFS
168
TrustCore Financial Services
Tennessee
$2.66M -$285K -2,339 -10%
CA
169
Cetera Advisors
Colorado
$2.63M +$5.98K +49 +0.2%
SFG
170
StrategIQ Financial Group
Indiana
$2.62M +$392K +3,218 +18%
FIMS
171
FBL Investment Management Services
Iowa
$2.56M – – –
OBWP
172
O'Brien Wealth Partners
Massachusetts
$2.51M -$554K -4,546 -18%
PCM
173
Pointe Capital Management
Michigan
$2.5M +$30.6K +251 +1%
FAAS
174
First Allied Advisory Services
California
$2.5M +$227K +1,864 +10%
Creative Planning
175
Creative Planning
Kansas
$2.47M -$188K -1,540 -7%
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