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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 %
MAS
201
Managed Account Services
Florida
$2.25M -$66.7K -530 -3%
DWM
202
Dynasty Wealth Management
Florida
$2.25M +$2.25M +17,854 New
BSW
203
Buckingham Strategic Wealth
Missouri
$2.24M -$9.81K -78 -0.4%
FIM
204
Freedom Investment Management
Connecticut
$2.22M -$101K -800 -4%
CIR
205
Clear Investment Research
Georgia
$2.22M -$52.6K -418 -2%
GPW
206
GFS Private Wealth
Florida
$2.2M +$2.2M +17,488 New
Simplex Trading
207
Simplex Trading
Illinois
$2.17M -$808K -6,425 -27%
LNC
208
Lincoln National Corp
Pennsylvania
$2.15M +$1.2M +9,540 +126%
HB
209
Homrich & Berg
Georgia
$2.14M +$255K +2,026 +13%
MLL
210
Moody Lynn & Lieberson
Massachusetts
$2.12M +$783K +6,125 +58%
CCP
211
Corient Capital Partners
California
$2.11M -$34K -270 -2%
RCAMU
212
Rothschild & Co Asset Management US
Connecticut
$2.07M +$802K +6,379 +63%
Boston Partners
213
Boston Partners
Massachusetts
$2.07M +$325K +2,585 +19%
ACP
214
Arcus Capital Partners
Georgia
$2.07M -$29.2K -232 -1%
CCT
215
Chemung Canal Trust
New York
$2.06M +$12.5K +99 +0.6%
RWP
216
RWA Wealth Partners
Massachusetts
$2.05M -$5.18M -41,162 -72%
WCF
217
West Coast Financial
California
$1.99M -$659K -5,242 -25%
Allianz Asset Management
218
Allianz Asset Management
Germany
$1.96M +$162K +1,288 +9%
LFG
219
LifePlan Financial Group
Ohio
$1.94M – – –
AB
220
Atlas Brown
Kentucky
$1.93M -$19.4K -149 -1%
CCP
221
Clifford Capital Partners
Utah
$1.93M +$1.93M +14,800 New
State Street
222
State Street
Massachusetts
$1.92M +$328K +2,607 +21%
CCMLC
223
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.88M +$1.88M +14,963 New
New York State Common Retirement Fund
224
New York State Common Retirement Fund
New York
$1.86M – – –
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.82M +$1.81M +14,390 +13,202%
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