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iShares Russell 2000 Value ETF
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Overview Fund Activity

429 hedge funds and large institutions have $3.29B invested in iShares Russell 2000 Value ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
11.46%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
39
Increased
128
Reduced
170
Closed
30
Calls
$3.76M
Puts
$22.5M
Net Calls
-$18.8M
Net Calls Change
-$13.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$113M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$37.6M
3
SV
Starboard Value
New York
+$35.2M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$23.1M
5
PFG
Piershale Financial Group
Illinois
+$18.3M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$103M
2
LPL Financial
LPL Financial
California
-$65.2M
3
Goldman Sachs
Goldman Sachs
New York
-$34.9M
4
Citigroup
Citigroup
New York
-$32.6M
5
JIR
James Investment Research
Ohio
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
251
FCG Advisors
New Jersey
$525K – – –
VCM
252
Vigilant Capital Management
Maine
$524K +$524K +5,386 New
EC
253
Estate Counselors
Wisconsin
$518K +$29.2K +300 +6%
CT
254
Cambridge Trust
Massachusetts
$516K +$516K +5,307 New
TFCP
255
Twin Focus Capital Partners
Massachusetts
$508K +$11.8K +121 +2%
AFP
256
Ausdal Financial Partners
Iowa
$500K -$4.58K -47 -0.9%
EARNEST Partners
257
EARNEST Partners
Georgia
$486K +$168K +1,727 +53%
CCG
258
Chatham Capital Group
Georgia
$482K – – –
3AM
259
3D Asset Management
Connecticut
$475K -$35.7K -367 -7%
MFW
260
Mosaic Family Wealth
Missouri
$469K -$113K -1,161 -19%
FWM
261
Focused Wealth Management
New York
$465K -$747K -7,669 -62%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$464K – – –
FHA
263
First Horizon Advisors
Tennessee
$461K -$221K -2,277 -32%
OCG
264
Opus Capital Group
Ohio
$456K -$446K -4,588 -49%
RCA
265
Rex Capital Advisors
Rhode Island
$450K -$80.8K -830 -15%
EK
266
Evensky & Katz
Florida
$447K -$12.1K -124 -3%
BBHC
267
Brown Brothers Harriman & Co
New York
$438K – – –
SC
268
Scotia Capital
Ontario, Canada
$436K +$436K +4,485 New
PMFA
269
Plante Moran Financial Advisors
Michigan
$430K -$270K -2,775 -39%
SPWA
270
SteelBridge Private Wealth Advisors
Florida
$419K -$395K -3,900 -49%
LWAC
271
Laurel Wealth Advisors (California)
California
$419K – – –
AIM
272
Allen Investment Management
New York
$418K +$48.7K +500 +13%
SBH
273
Segall Bryant & Hamill
Illinois
$417K +$68K +700 +19%
BOS
274
Bingham Osborn & Scarborough
California
$415K -$594K -6,112 -59%
LIC
275
Lodestar Investment Counsel
Illinois
$412K – – –
9 10
11
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