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iShares Russell 2000 Value ETF
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Overview Fund Activity

422 hedge funds and large institutions have $3.24B invested in iShares Russell 2000 Value ETF in 2016 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 156 reducing their positions, and 42 closing their positions.

Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
11.26%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
47
Increased
139
Reduced
156
Closed
42
Calls
$7.7M
Puts
$13.2M
Net Calls
-$5.53M
Net Calls Change
-$5.89M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$113M
2
Goldman Sachs
2
Goldman Sachs
New York
$184M
3
SV
3
Starboard Value
New York
$43.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$20.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$216M
2
TCT
2
TIAA CREF Trust
Missouri
$308M
3
SB
3
Suntrust Banks
Georgia
$18.5M
4
NSCM
4
New South Capital Management
Tennessee
$13.9M
5
CS
5
Credit Suisse
Switzerland
$8.01M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
251
Boston Advisors
Massachusetts
$523K 5,615 – –
LC
252
Lourd Capital
California
$514K 5,518 – –
RCA
253
Rex Capital Advisors
Rhode Island
$508K 5,454 – –
FA
254
FCG Advisors
New Jersey
$503K 5,400 -338 -6%
ICOA
255
Investment Centers of America
North Dakota
$492K 5,289 +1,405 +36%
SCM
256
SOL Capital Management
Maryland
$490K 5,255 -500 -9%
3AM
257
3D Asset Management
Connecticut
$489K 5,253 -83 -2%
BIT
258
BlackRock Institutional Trust
California
$484K 5,194 -23,261 -82%
AFP
259
Ausdal Financial Partners
Iowa
$483K 5,183 -15 -0.3%
TFCP
260
Twin Focus Capital Partners
Massachusetts
$475K 5,103 +3 +0.1%
HB
261
Homrich & Berg
Georgia
$474K 5,088 -696 -12%
EC
262
Estate Counselors
Wisconsin
$468K 5,020 +5,020 New
FWP
263
FAS Wealth Partners
Kansas
$466K 4,998 +39 +0.8%
CCG
264
Chatham Capital Group
Georgia
$461K 4,950 -1,500 -23%
Neuberger Berman Group
265
Neuberger Berman Group
New York
$445K 4,774 -67,559 -93%
EK
266
Evensky & Katz
Florida
$440K 4,722 -35,731 -88%
JFG
267
JMG Financial Group
Illinois
$420K 4,511 -744 -14%
BBHC
268
Brown Brothers Harriman & Co
New York
$419K 4,500 -123 -3%
NPC
269
National Planning Corporation
California
$411K 4,341 -4,795 -52%
HSA
270
HBK Sorce Advisory
Pennsylvania
$411K 4,414 +1,796 +69%
MWM
271
Modera Wealth Management
New Jersey
$403K 4,323 +4,323 New
LWAC
272
Laurel Wealth Advisors (California)
California
$402K 4,310 -327 -7%
Fuller & Thaler Asset Management
273
Fuller & Thaler Asset Management
California
$400K 4,298 -20,645 -83%
CANC
274
Culbertson A N & Co
Virginia
$398K 4,274 – –
LIC
275
Lodestar Investment Counsel
Illinois
$395K 4,235 -21 -0.5%
9 10
11
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