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iShares Russell 2000 Value ETF
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Overview Fund Activity

559 hedge funds and large institutions have $5.35B invested in iShares Russell 2000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 187 increasing their positions, 153 reducing their positions, and 26 closing their positions.

Holders
559
Holders Change
+92
Holders Change %
+19.7%
% of All Funds
14%
Holding in Top 10
50
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.21%
% of All Funds
1.25%
New
122
Increased
187
Reduced
153
Closed
26
Calls
$12.2M
Puts
$7.05M
Net Calls
+$5.11M
Net Calls Change
+$4.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$324M
2
Goldman Sachs
2
Goldman Sachs
New York
$279M
3
Morgan Stanley
3
Morgan Stanley
New York
$360M
4
Victory Capital Management
4
Victory Capital Management
Texas
$61.1M
5
TM
5
Thiel Macro
California
$48M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
SV
2
Starboard Value
New York
$6.07M
3
B
3
Bailard
California
$6.7M
4
SF
4
Synovus Financial
Georgia
$53.3M
5
American Century Companies
5
American Century Companies
Missouri
$882K
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$759K 6,379 -129 -2%
CDIA
302
Capital Directions Investment Advisors
Georgia
$748K 6,293 -297 -5%
GC
303
Garde Capital
Washington
$741K 6,227 -481 -7%
AR
304
Advisory Research
Illinois
$741K 6,228 +6,228 New
SAM
305
Steinberg Asset Management
New York
$741K 6,230 +6,230 New
SCM
306
Shapiro Capital Management
Georgia
$728K 6,120 – –
HCM
307
Howland Capital Management
Massachusetts
$728K 6,121 – –
ICOA
308
Investment Centers of America
North Dakota
$717K 6,039 +620 +11%
EK
309
Evensky & Katz
Florida
$700K 5,893 +18 +0.3%
FWP
310
FAS Wealth Partners
Kansas
$694K 5,836 -29 -0.5%
CB
311
Chemical Bank
Michigan
$694K 5,836 +1,636 +39%
BFPW
312
BOK Financial Private Wealth
Colorado
$679K 5,708 +2,455 +75%
CAM
313
Cubic Asset Management
Massachusetts
$673K 5,660 +1,460 +35%
CA
314
Clearstead Advisors
Ohio
$656K 5,519 +5,519 New
LC
315
Lourd Capital
California
$654K 5,501 – –
BCM
316
Bienville Capital Management
New York
$649K 5,459 +5,459 New
VCM
317
Vigilant Capital Management
Maine
$641K 5,386 – –
FBFS
318
First Business Financial Services
Wisconsin
$637K 5,354 – –
AAS
319
Annex Advisory Services
Wisconsin
$632K 5,316 -144 -3%
CAL
320
Capital Analysts LLC
Pennsylvania
$625K 5,255 -50 -0.9%
FA
321
FCG Advisors
New Jersey
$621K 5,221 -181 -3%
SFFS
322
Stonehage Fleming Financial Services
Jersey
$610K 5,129 +2,023 +65%
CT
323
Cambridge Trust
Massachusetts
$600K 5,047 +83 +2%
TI
324
Truepoint Inc
Ohio
$596K 5,074 -784 -13%
AFP
325
Ausdal Financial Partners
Iowa
$581K 4,886 -496 -9%
11 12
13
14 15