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iShares Russell 2000 Value ETF
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Overview Fund Activity

420 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
11.03%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
69
Increased
172
Reduced
115
Closed
35
Calls
$7.42M
Puts
$7.07M
Net Calls
+$355K
Net Calls Change
-$1.13M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$291M
2
JIR
2
James Investment Research
Ohio
$39.1M
3
LPL Financial
3
LPL Financial
California
$69.4M
4
TCT
4
TIAA CREF Trust
Missouri
$358M
5
Wells Fargo
5
Wells Fargo
California
$160M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$195M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.82M
5
CB
5
Cooke & Bieler
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
251
Chatham Capital Group
Georgia
$593K -$4.6K -50 -0.8%
AAS
252
Annex Advisory Services
Wisconsin
$593K +$552 +6 +0.1%
GC
253
Garde Capital
Washington
$586K -$30.3K -330 -5%
COI
254
Connable Office Inc
Michigan
$572K +$572K +6,225 New
RCAG
255
Rehmann Capital Advisory Group
Michigan
$568K -$52.8K -574 -8%
CWM
256
Confluence Wealth Management
Oregon
$566K +$1.93K +21 +0.3%
MLL
257
Moody Lynn & Lieberson
Massachusetts
$564K +$12.5K +136 +2%
HCM
258
Howland Capital Management
Massachusetts
$563K – – –
1GA
259
1st Global Advisors
Texas
$550K +$147K +1,603 +37%
Boston Partners
260
Boston Partners
Massachusetts
$539K +$539K +5,859 New
HB
261
Homrich & Berg
Georgia
$532K +$50.5K +549 +10%
State Street
262
State Street
Massachusetts
$531K – – –
SCM
263
SOL Capital Management
Maryland
$529K +$16.1K +175 +3%
FA
264
FCG Advisors
New Jersey
$528K -$24.7K -268 -4%
Fiera Capital (Canada)
265
Fiera Capital (Canada)
Quebec, Canada
$525K +$525K +5,711 New
FWM
266
Frontier Wealth Management
Missouri
$523K +$184 +2 +0%
TFA
267
Transamerica Financial Advisors
Florida
$520K +$520K +5,655 New
BA
268
Boston Advisors
Massachusetts
$516K -$83K -903 -14%
PFC
269
Phocas Financial Corp
California
$509K +$509K +5,540 New
LC
270
Lourd Capital
California
$507K – – –
RCA
271
Rex Capital Advisors
Rhode Island
$501K -$9.83K -107 -2%
MBT
272
Montecito Bank & Trust
California
$497K -$60.2K -654 -11%
CAL
273
Capital Analysts LLC
Pennsylvania
$492K +$16.5K +180 +3%
3AM
274
3D Asset Management
Connecticut
$491K -$13.8K -150 -3%
AAM
275
Autus Asset Management
Arizona
$487K +$487K +5,300 New
9 10
11
12 13