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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 %
FC
451
Forte Capital
New York
$230K 1,940 – –
FTI
452
Fiduciary Trust International
Massachusetts
$230K 1,933 +1,933 New
FCH
453
Freestone Capital Holdings
Washington
$228K 1,914 – –
RJT
454
Raymond James Trust
Florida
$217K 1,827 +1,827 New
DDPIC
455
Deroy & Devereaux Private Investment Counsel
Michigan
$216K 1,815 +1,815 New
Wolverine Trading
456
Wolverine Trading
Illinois
$216K 1,820 +1,820 New
SMC
457
Smith, Moore & Co
Missouri
$215K 1,811 +1,811 New
SFA
458
Sequoia Financial Advisors
Ohio
$214K 1,802 +1,802 New
PFC
459
Phocas Financial Corp
California
$212K 1,780 +1,780 New
CA
460
Cornerstone Advisory
Maryland
$210K 1,767 +1,767 New
PIM
461
Penobscot Investment Management
Massachusetts
$208K 1,747 +1,747 New
MWAC
462
Mariner Wealth Advisors (Cincinnati)
Ohio
$207K 1,737 +1,737 New
TWA
463
TCI Wealth Advisors
Arizona
$202K 1,694 -131 -7%
OC
464
Oakworth Capital
Alabama
$198K 1,729 – –
CFA
465
CT Financial Advisors
Pennsylvania
$192K 1,617 +7 +0.4%
AIM
466
Arcadia Investment Management
Michigan
$186K 1,560 – –
QCG
467
Quadrant Capital Group
Ohio
$182K 1,536 +1 +0.1%
APSP
468
Asset Planning Services (Pennsylvania)
Pennsylvania
$180K 1,510 -847 -36%
BlackRock
469
BlackRock
New York
$178K 1,493 -242 -14%
PA
470
Parallel Advisors
California
$169K 1,421 +1,421 New
MBT
471
Monroe Bank & Trust
Michigan
$166K 1,395 +1,395 New
WAP
472
Wealthcare Advisory Partners
Pennsylvania
$165K 1,384 +94 +7%
LWM
473
Lenox Wealth Management
Ohio
$158K 1,327 – –
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$156K 1,308 -44 -3%
PSUF
475
People's United Financial
Connecticut
$143K 1,200 +400 +50%
17 18
19
20 21