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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
$95.3M
3
SV
Starboard Value
New York
$80.4M
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
$15.6M
2
LPL Financial
LPL Financial
California
$7.6M
3
Goldman Sachs
Goldman Sachs
New York
$157M
4
Citigroup
Citigroup
New York
$19.6M
5
JIR
James Investment Research
Ohio
$4.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANC
276
Culbertson A N & Co
Virginia
$409K -$7.31K -75 -2%
CB
277
Chemical Bank
Michigan
$409K -$2.14K -22 -0.5%
CAM
278
Cubic Asset Management
Massachusetts
$409K -$1.56K -16 -0.4%
TW
279
Transform Wealth
Colorado
$409K +$409K +4,206 New
HB
280
Homrich & Berg
Georgia
$406K -$89.4K -918 -18%
ICOA
281
Investment Centers of America
North Dakota
$403K -$115K -1,178 -22%
SC
282
Savant Capital
Illinois
$403K +$46.9K +482 +13%
WC
283
Whitnell & Co
Illinois
$391K -$9.73K -100 -2%
UBS AM
284
UBS AM
Illinois
$389K – – –
PVH
285
Psagot Value Holdings
Israel
$389K – – –
MHS
286
M Holdings Securities
Oregon
$389K +$3.5K +36 +0.9%
CWM
287
Confluence Wealth Management
Oregon
$387K -$231K -2,372 -37%
SCM
288
SOL Capital Management
Maryland
$387K -$125K -1,280 -24%
OMC
289
Old Mission Capital
Illinois
$387K +$387K +3,978 New
CFA
290
Capstone Financial Advisors
Illinois
$386K -$2.02M -20,767 -84%
1GA
291
1st Global Advisors
Texas
$381K +$35K +360 +10%
NPC
292
National Planning Corporation
California
$379K -$55.9K -558 -13%
RWG
293
Regal Wealth Group
California
$375K – – –
CFB
294
Cullen/Frost Bankers
Texas
$372K +$19.7K +202 +6%
AA
295
Alesco Advisors
New York
$371K -$4.86K -50 -1%
HSA
296
HBK Sorce Advisory
Pennsylvania
$370K -$59.8K -614 -14%
VWA
297
V Wealth Advisors
Kansas
$369K +$74.9K +762 +25%
Cetera Investment Advisers
298
Cetera Investment Advisers
Illinois
$368K +$368K +3,773 New
DLHL
299
Donald L. Hagan LLC
Florida
$365K – – –
JFG
300
JMG Financial Group
Illinois
$359K -$80.5K -826 -18%
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