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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 %
WT
426
Washington Trust
Rhode Island
$283K 2,375 – –
FANJ
427
Financial Architects (New Jersey)
New Jersey
$280K 2,357 – –
SFM
428
Systematic Financial Management
New Jersey
$278K 2,340 +2,175 +1,318%
NFG
429
Next Financial Group
Texas
$269K 2,265 -70 -3%
MFT
430
Moisand Fitzgerald Tamayo
Florida
$264K 2,219 – –
TH
431
TCTC Holdings
Texas
$263K 2,212 – –
VKH
432
Virtu KCG Holdings
New York
$261K 2,197 +2,197 New
JAM
433
Jolley Asset Management
North Carolina
$259K 2,175 -620 -22%
NAM
434
North American Management
Massachusetts
$258K 2,170 – –
CL
435
CPWM LLC
Washington
$254K 2,132 -45 -2%
CIC
436
Carnegie Investment Counsel
Ohio
$253K 2,110 +2,110 New
MWM
437
Mission Wealth Management
California
$252K 2,121 +2,121 New
ACA
438
Anchor Capital Advisors
Massachusetts
$250K 2,106 +2,106 New
BIC
439
Beach Investment Counsel
Pennsylvania
$247K 2,080 – –
VCM
440
Versant Capital Management
Arizona
$246K 2,074 – –
HFM
441
Harvest Fund Management
China
$240K 2,019 +2,019 New
DY
442
Dowling & Yahnke
California
$240K 2,020 +2,020 New
PP
443
PagnatoKarp Partners
Virginia
$239K 2,007 +2,007 New
SCM
444
Schneider Capital Management
Pennsylvania
$238K 2,000 -2,019 -50%
RCM
445
RNC Capital Management
California
$238K 2,000 – –
MCM
446
Manchester Capital Management
Vermont
$235K 1,972 – –
SHGA
447
Sand Hill Global Advisors
California
$233K 1,956 -589 -23%
Chevy Chase Trust
448
Chevy Chase Trust
Maryland
$233K 1,960 +1,960 New
BOTW
449
Bank of the West
California
$232K 1,952 +1,952 New
SYBT
450
Stock Yards Bank & Trust
Kentucky
$231K 1,943 +1,943 New
16 17
18
19 20