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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 %
FWM
376
Frontier Wealth Management
Missouri
$430K 3,619 -1,500 -29%
PAS
377
Professional Advisory Services
Florida
$428K 3,598 – –
HIM
378
Hanlon Investment Management
New Jersey
$419K 3,523 +3,523 New
WCM
379
Weatherstone Capital Management
Colorado
$413K 3,470 -458 -12%
TSS
380
Two Sigma Securities
New York
$413K 3,472 +3,472 New
FWM
381
Focused Wealth Management
New York
$400K 3,364 -874 -21%
RG
382
Rikoon Group
New Mexico
$400K 3,338 -661 -17%
JFG
383
JMG Financial Group
Illinois
$399K 3,352 – –
BRWA
384
B. Riley Wealth Advisors
Florida
$398K 3,335 +1,248 +60%
MIH
385
Madison Investment Holdings
Wisconsin
$385K 3,236 – –
BMCM
386
Bryn Mawr Capital Management
Pennsylvania
$385K 3,235 +3,235 New
PCM
387
Pointe Capital Management
Michigan
$382K 3,208 -1,760 -35%
SIA
388
Starfire Investment Advisers
Michigan
$382K 3,208 +21 +0.7%
CWM
389
Confluence Wealth Management
Oregon
$379K 3,189 -790 -20%
WI
390
Wedgewood Investors
Pennsylvania
$376K 3,158 – –
GRP
391
Global Retirement Partners
California
$376K 3,163 +3,163 New
CI
392
Cambiar Investors
Colorado
$375K 3,155 +3,155 New
BC
393
Bartlett & Co
Ohio
$373K 3,135 +1,215 +63%
WF
394
WealthTrust Fairport
Ohio
$368K 3,094 +1,114 +56%
CSM
395
CAMG Solamere Management
North Carolina
$365K 3,066 +3,066 New
PHAM
396
Palisades Hudson Asset Management
Florida
$364K 3,060 -143 -4%
HNB
397
Huntington National Bank
Ohio
– – – –
DW
398
Domani Wealth
Pennsylvania
$361K 3,039 -510 -14%
CWM
399
Connecticut Wealth Management
Connecticut
$360K 3,014 +15 +0.5%
FTS
400
Fifth Third Securities
Ohio
$356K 2,994 -1,347 -31%
14 15
16
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