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iShares Russell 2000 Value ETF
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Overview Fund Activity

542 hedge funds and large institutions have $5.3B invested in iShares Russell 2000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 172 increasing their positions, 212 reducing their positions, and 62 closing their positions.

Holders
542
Holders Change
-17
Holders Change %
-3.04%
% of All Funds
13.51%
Holding in Top 10
40
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20%
% of All Funds
1%
New
52
Increased
172
Reduced
212
Closed
62
Calls
$14.5M
Puts
$78M
Net Calls
-$63.4M
Net Calls Change
-$68.5M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$76.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$115M
3
Citigroup
3
Citigroup
New York
$65.1M
4
B
4
Bailard
California
$55.5M
5
SV
5
Starboard Value
New York
$52.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$4.52M
3
TM
3
Thiel Macro
California
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
451
Allworth Financial
California
$173K 1,463 +1,440 +6,261%
MBT
452
Monroe Bank & Trust
Michigan
$165K 1,395 – –
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$162K 1,371 -13 -0.9%
LWM
454
Lenox Wealth Management
Ohio
$157K 1,327 – –
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$157K 1,327 +19 +1%
CAL
456
Capital Advisors Ltd
Ohio
$144K 1,218 +64 +6%
CWM
457
Cranbrook Wealth Management
Michigan
$139K 1,175 – –
SFM
458
Systematic Financial Management
New Jersey
$133K 1,127 -1,213 -52%
TWA
459
TCI Wealth Advisors
Arizona
$130K 1,104 -590 -35%
PSUF
460
People's United Financial
Connecticut
$130K 1,100 -100 -8%
BWP
461
Baldwin Wealth Partners
Massachusetts
$124K 1,048 – –
VIA
462
Vantage Investment Advisors
Pennsylvania
$120K 1,013 -5 -0.5%
CCM
463
Cribstone Capital Management
Maine
$117K 1,000 – –
JWA
464
JFS Wealth Advisors
Pennsylvania
$115K 966 – –
CFD
465
Creative Financial Designs
Indiana
$106K 899 -84 -9%
WCM
466
Wealthcare Capital Management
Virginia
$105K 887 +34 +4%
CAL
467
Capital Analysts LLC
Pennsylvania
$103K 875 -4,380 -83%
TCOV
468
Trust Company of Vermont
Vermont
$102K 859 +170 +25%
GC
469
Guggenheim Capital
Illinois
$102K 860 +860 New
CTC
470
Central Trust Company
Missouri
$98K 827 – –
AC
471
Alexandria Capital
Virginia
$95K 807 +1 +0.1%
SSB
472
Sandy Spring Bank
Maryland
$92K 777 +600 +339%
LWM
473
LBA Wealth Management
Florida
$85K 723 – –
GAM
474
Gemmer Asset Management
California
$84K 714 +3 +0.4%
RBC
475
Roble Belko & Company
Pennsylvania
$80K 681 – –
17 18
19
20 21