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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 %
State Street
201
State Street
Massachusetts
$1.65M -$218K -1,790 -12%
RC
202
Roundview Capital
New Jersey
$1.64M -$2.26M -18,550 -58%
NCMW
203
Northern Capital Management (Wisconsin)
Wisconsin
$1.64M -$14K -115 -0.8%
PAG
204
Private Advisor Group
New Jersey
$1.63M -$86.2K -707 -5%
CW
205
Cobiz Wealth
Colorado
$1.63M -$19K -156 -1%
PFP
206
Pinnacle Financial Partners
Tennessee
$1.58M -$33.4K -274 -2%
CCP
207
Corient Capital Partners
California
$1.57M -$475K -3,894 -23%
WB
208
WesBanco Bank
West Virginia
$1.56M +$477K +3,913 +44%
First Trust Advisors
209
First Trust Advisors
Illinois
$1.56M -$2.02M -16,531 -56%
AT
210
Arden Trust
Delaware
$1.54M -$131K -1,076 -8%
MPAM
211
Monarch Partners Asset Management
Massachusetts
$1.52M +$62.6K +514 +4%
MFW
212
Meristem Family Wealth
Minnesota
$1.51M +$215K +1,766 +17%
IA
213
IFP Advisors
Florida
$1.51M – – –
SCM
214
Sterling Capital Management
North Carolina
$1.51M +$396K +3,248 +35%
QCM
215
Quadrant Capital Management
New Jersey
$1.49M +$57.9K +475 +4%
AL
216
Aspiriant LLC
California
$1.49M +$1.2M +9,823 +413%
Comerica Bank
217
Comerica Bank
Texas
$1.47M -$61.2K -487 -4%
AG
218
Appleton Group
Wisconsin
$1.46M +$6.1K +50 +0.4%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$1.44M -$71.2K -584 -5%
FMT
220
First Mercantile Trust
Tennessee
$1.43M -$105K -864 -7%
IA
221
Independence Advisors
Pennsylvania
$1.41M – – –
GWM
222
Geneos Wealth Management
Colorado
$1.4M +$86.3K +708 +7%
RFC
223
Regions Financial Corp
Alabama
$1.39M +$104K +850 +8%
PWM
224
Paulson Wealth Management
Illinois
$1.38M -$25K -205 -2%
CCA
225
Cobblestone Capital Advisors
New York
$1.36M -$66.4K -545 -5%
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9
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