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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 %
WF
376
WealthTrust Fairport
Ohio
$207K +$207K +1,980 New
FC
377
Forte Capital
New York
$203K +$203K +1,940 New
BC
378
Bartlett & Co
Ohio
$201K +$67.5K +645 +51%
GF
379
Gerstein Fisher
New York
$201K +$201K +1,915 New
FCH
380
Freestone Capital Holdings
Washington
$200K +$200K +1,914 New
TWA
381
TCI Wealth Advisors
Arizona
$191K -$42.6K -407 -18%
BlackRock
382
BlackRock
New York
$182K +$51.4K +490 +39%
OC
383
Oakworth Capital
Alabama
$181K
CWM
384
Concert Wealth Management
California
$169K +$169K +1,617 New
CFA
385
CT Financial Advisors
Pennsylvania
$169K +$1.26K +12 +0.8%
AIM
386
Arcadia Investment Management
Michigan
$163K
QCG
387
Quadrant Capital Group
Ohio
$160K +$33.4K +320 +26%
CWM
388
Cranbrook Wealth Management
Michigan
$158K
Barclays
389
Barclays
United Kingdom
$152K +$152K +1,453 New
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$142K +$113K +1,072 +383%
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$135K
LWM
392
Lenox Wealth Management
Ohio
$129K
CAL
393
Capital Advisors Ltd
Ohio
$121K +$10.5K +100 +9%
WCM
394
Wealthcare Capital Management
Virginia
$120K
BWP
395
Baldwin Wealth Partners
Massachusetts
$110K +$110K +1,048 New
VIA
396
Vantage Investment Advisors
Pennsylvania
$107K -$25K -238 -19%
CCM
397
Cribstone Capital Management
Maine
$107K
JIC
398
Joel Isaacson & Co
New York
$106K +$313 +3 +0.3%
CTC
399
Central Trust Company
Missouri
$105K -$8.38K -80 -7%
GWS
400
Glassman Wealth Services
Virginia
$104K +$104K +994 New