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iShares Russell 2000 Value ETF
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Overview Fund Activity

542 hedge funds and large institutions have $5.3B invested in iShares Russell 2000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 212 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-17
Holders Change %
-3.04%
% of All Funds
13.51%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1%
New
52
Increased
172
Reduced
212
Closed
62
Calls
$14.5M
Puts
$78M
Net Calls
-$63.4M
Net Calls Change
-$68.5M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$76.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$115M
3
Citigroup
3
Citigroup
New York
$65.1M
4
B
4
Bailard
California
$55.5M
5
SV
5
Starboard Value
New York
$52.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.52M
3
TM
3
Thiel Macro
California
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
351
Regal Wealth Group
California
$464K +$3.19K +27 +0.7%
EK
352
Evensky & Katz
Florida
$462K -$232K -1,970 -33%
NPC
353
National Planning Corporation
California
$456K -$4.44K -38 -1%
HSA
354
HBK Sorce Advisory
Pennsylvania
$454K +$118 +1 +0%
FNT
355
First National Trust
Pennsylvania
$454K +$454K +3,839 New
Jane Street
356
Jane Street
New York
$453K +$453K +3,830 New
AA
357
Alesco Advisors
New York
$451K – – –
3AM
358
3D Asset Management
Connecticut
$445K -$45.3K -383 -9%
FTS
359
Fifth Third Securities
Ohio
$445K +$91.9K +779 +26%
IUHSA
360
Itau Unibanco Holding S.A.
Brazil
$443K +$12.7K +107 +3%
AW
361
ACG Wealth
Georgia
$440K -$5.56K -47 -1%
IWA
362
Intercontinental Wealth Advisors
Texas
$440K +$440K +3,725 New
VWA
363
V Wealth Advisors
Kansas
$435K -$54.9K -465 -11%
PAS
364
Professional Advisory Services
Florida
$425K – – –
1GA
365
1st Global Advisors
Texas
$422K -$383K -3,246 -48%
CWM
366
Confluence Wealth Management
Oregon
$418K +$41.3K +350 +11%
HNB
367
Huntington National Bank
Ohio
$402K -$364K – –
RG
368
Rikoon Group
New Mexico
$397K +$594 +5 +0.1%
JFG
369
JMG Financial Group
Illinois
$396K – – –
Barclays
370
Barclays
United Kingdom
$390K +$342K +2,897 +719%
PCM
371
Piermont Capital Management
Missouri
$390K +$390K +3,300 New
BMCM
372
Bryn Mawr Capital Management
Pennsylvania
$389K +$7.08K +60 +2%
FWM
373
Focused Wealth Management
New York
$380K -$18K -152 -5%
MIH
374
Madison Investment Holdings
Wisconsin
$375K -$7.69K -65 -2%
WI
375
Wedgewood Investors
Pennsylvania
$373K – – –
13 14
15
16 17