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iShares Russell 2000 Value ETF
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Overview Fund Activity

429 hedge funds and large institutions have $3.29B invested in iShares Russell 2000 Value ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
11.46%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
39
Increased
128
Reduced
170
Closed
30
Calls
$3.76M
Puts
$22.5M
Net Calls
-$18.8M
Net Calls Change
-$13.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$113M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$95.3M
3
SV
Starboard Value
New York
$80.4M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$23.1M
5
PFG
Piershale Financial Group
Illinois
$18.3M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$15.6M
2
LPL Financial
LPL Financial
California
$7.6M
3
Goldman Sachs
Goldman Sachs
New York
$157M
4
Citigroup
Citigroup
New York
$19.6M
5
JIR
James Investment Research
Ohio
$4.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
426
Allworth Financial
California
$2K – – –
JFA
427
JNBA Financial Advisors
Minnesota
$2K – – –
First Manhattan
428
First Manhattan
New York
$2K +$2K +28 New
Natixis Advisors
429
Natixis Advisors
Massachusetts
– -$12.2M -131,308 Closed
WRF
430
Waddell & Reed Financial
Kansas
– -$8.86M -95,000 Closed
Boston Partners
431
Boston Partners
Massachusetts
– -$8.3M -89,000 Closed
VF
432
Virtu Financial
New York
– -$8.15M -87,478 Closed
AP
433
Advisors Preferred
Maryland
– -$6.29M -67,456 Closed
AWA
434
Arete Wealth Advisors
Illinois
– -$3.27M -35,059 Closed
AL
435
AJO LP
Pennsylvania
– -$2.48M -26,600 Closed
AIG
436
American International Group
New York
– -$1.48M -15,882 Closed
VKH
437
Virtu KCG Holdings
New York
– -$1.31M -14,035 Closed
Fisher Asset Management
438
Fisher Asset Management
Washington
– -$1.08M -11,402 Closed
TRCT
439
Tower Research Capital (TRC)
New York
– -$1.03M -11,060 Closed
PI
440
Putnam Investments
Massachusetts
– -$1.02M -10,978 Closed
SMH
441
Sanders Morris Harris
Texas
– -$390K -4,181 Closed
TSS
442
Two Sigma Securities
New York
– -$356K -3,816 Closed
CIC
443
Cornercap Investment Counsel
Georgia
– -$355K -3,805 Closed
BPC
444
Banque Pictet & Cie
Switzerland
– -$280K -3,000 Closed
WA
445
Waverly Advisors
Alabama
– -$273K -2,934 Closed
SCM
446
Schneider Capital Management
Pennsylvania
– -$259K -2,779 Closed
AR
447
Advisory Research
Illinois
– -$258K -2,770 Closed
GF
448
Gerstein Fisher
New York
– -$226K -2,428 Closed
HIM
449
Hanlon Investment Management
New Jersey
– -$202K -2,388 Closed
MPM
450
Meritage Portfolio Management
Kansas
– -$216K -2,317 Closed
15 16 17
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