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iShares Russell 2000 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LIC
301
Lodestar Investment Counsel
Illinois
$444K
CAM
302
Cubic Asset Management
Massachusetts
$440K
CANC
303
Culbertson A N & Co
Virginia
$440K
CB
304
Chemical Bank
Michigan
$440K
SC
305
Savant Capital
Illinois
$434K
SPWA
306
SteelBridge Private Wealth Advisors
Florida
$434K
SI
307
SII Investments
Wisconsin
$426K +$164K +1,572 +63%
VWA
308
V Wealth Advisors
Kansas
$424K +$31.5K +301 +8%
WC
309
Whitnell & Co
Illinois
$421K
SCM
310
Schneider Capital Management
Pennsylvania
$421K +$421K +4,019 New
BBHC
311
Brown Brothers Harriman & Co
New York
$419K -$52.4K -500 -11%
UBS AM
312
UBS AM
Illinois
$419K
RG
313
Rikoon Group
New Mexico
$418K +$418K +3,999 New
CWM
314
Confluence Wealth Management
Oregon
$417K
SCM
315
SOL Capital Management
Maryland
$416K
TW
316
Transform Wealth
Colorado
$415K -$26K -248 -6%
NPC
317
National Planning Corporation
California
$413K +$28.4K +279 +7%
WCM
318
Weatherstone Capital Management
Colorado
$411K +$411K +3,928 New
RWG
319
Regal Wealth Group
California
$408K +$4.92K +47 +1%
MHS
320
M Holdings Securities
Oregon
$402K -$17.1K -163 -4%
HSA
321
HBK Sorce Advisory
Pennsylvania
$402K +$4.4K +42 +1%
AA
322
Alesco Advisors
New York
$400K
CFB
323
Cullen/Frost Bankers
Texas
$391K -$9.43K -90 -2%
DPI
324
Diversified Portfolios Inc
Michigan
$384K
PAS
325
Professional Advisory Services
Florida
$377K