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iShares Russell 2000 Value ETF
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Overview Fund Activity

467 hedge funds and large institutions have $4.09B invested in iShares Russell 2000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+38
Holders Change %
+8.86%
% of All Funds
12.48%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.04%
New
60
Increased
155
Reduced
142
Closed
17
Calls
$3.67M
Puts
$3.41M
Net Calls
+$265K
Net Calls Change
+$19M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$145M
2
HI
2
Horizon Investments
North Carolina
$101M
3
TCT
3
TIAA CREF Trust
Missouri
$435M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$69.7M
5
B
5
Bailard
California
$55M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$14.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.39M
3
SV
3
Starboard Value
New York
$58.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
276
Frontier Wealth Management
Missouri
$536K -$60.6K -579 -10%
EC
277
Estate Counselors
Wisconsin
$536K -$20.9K -200 -4%
TFCP
278
Twin Focus Capital Partners
Massachusetts
$532K -$15.4K -147 -3%
CCG
279
Chatham Capital Group
Georgia
$521K +$2.62K +25 +0.5%
CT
280
Cambridge Trust
Massachusetts
$520K -$35.9K -343 -6%
PCM
281
Pointe Capital Management
Michigan
$520K +$520K +4,968 New
MFW
282
Mosaic Family Wealth
Missouri
$518K +$12.7K +121 +3%
HCC
283
Hirtle Callaghan & Co
Pennsylvania
$511K +$221K +2,111 +76%
IUHSA
284
Itau Unibanco Holding S.A.
Brazil
$504K +$504K +4,813 New
3AM
285
3D Asset Management
Connecticut
$495K -$16.8K -160 -3%
OCG
286
Opus Capital Group
Ohio
$492K +$1.36K +13 +0.3%
HB
287
Homrich & Berg
Georgia
$490K +$53.1K +507 +12%
PAG
288
Pinnacle Advisory Group
Maryland
$490K +$490K +4,749 New
SC
289
Scotia Capital
Ontario, Canada
$483K +$14.7K +141 +3%
MPAM
290
Monarch Partners Asset Management
Massachusetts
$480K +$480K +4,580 New
RCA
291
Rex Capital Advisors
Rhode Island
$474K -$10.5K -100 -2%
VFA
292
Voya Financial Advisors
Connecticut
$469K +$469K +4,525 New
FHA
293
First Horizon Advisors
Tennessee
$463K -$28.3K -273 -6%
PMFA
294
Plante Moran Financial Advisors
Michigan
$463K – – –
FTS
295
Fifth Third Securities
Ohio
$454K +$113K +1,082 +33%
LWAC
296
Laurel Wealth Advisors (California)
California
$451K – – –
AIM
297
Allen Investment Management
New York
$450K – – –
SBH
298
Segall Bryant & Hamill
Illinois
$449K – – –
BOS
299
Bingham Osborn & Scarborough
California
$447K – – –
FWM
300
Focused Wealth Management
New York
$444K -$56.3K -537 -11%
10 11
12
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