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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 %
AC
401
AFAM Capital
Texas
$348K 2,926 -10,658 -78%
WPC
402
Waters Parkerson & Co
Louisiana
$340K 2,859 – –
VanEck Associates
403
VanEck Associates
New York
$338K 2,841 +725 +34%
BIG
404
Bellwether Investment Group
Tennessee
$338K 2,843 +2,843 New
JFGLC
405
Johnson Financial Group LLC (Colorado)
Colorado
$331K 2,782 +2,782 New
ST
406
Sageworth Trust
Pennsylvania
$328K 2,761 – –
SFM
407
Signet Financial Management
New Jersey
$324K 2,726 +428 +19%
SPC
408
Sigma Planning Corp
Michigan
$322K 2,707 +2,707 New
VOYA Investment Management
409
VOYA Investment Management
Georgia
$319K 2,679 -58 -2%
EWA
410
EP Wealth Advisors
California
$316K 2,655 +2,655 New
CG
411
Cutler Group
California
$316K 2,664 +2,664 New
WIM
412
Westside Investment Management
California
$311K 2,596 +2,596 New
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$309K 2,600 – –
PWM
414
Perigon Wealth Management
California
$308K 2,565 +2,565 New
SAM
415
Sawgrass Asset Management
Florida
$306K 2,570 +2,570 New
PFA
416
Paradigm Financial Advisors
Missouri
$305K 2,572 +39 +2%
1IA
417
1834 Investment Advisors
Wisconsin
$305K 2,568 +40 +2%
IWM
418
Integrated Wealth Management
California
$303K 2,546 +34 +1%
DJSG
419
D.J. St. Germain
Massachusetts
$296K 2,485 – –
MFS
420
McNamara Financial Services
Massachusetts
$296K 2,489 +8 +0.3%
LA
421
Leonetti & Associates
Illinois
$294K 2,475 – –
GA
422
Geneva Advisors
Illinois
$293K 2,462 +2,462 New
FPTW
423
Franklin, Parlapiano, Turner & Welch
Texas
$289K 2,430 – –
AHC
424
Adell Harriman & Carpenter
Texas
$289K 2,427 +2,427 New
DIS
425
Diversified Investment Strategies
Louisiana
$285K 2,400 -23,045 -91%
15 16
17
18 19