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iShares Russell 2000 Value ETF
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Overview Fund Activity

420 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 172 increasing their positions, 115 reducing their positions, and 35 closing their positions.

Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
11.03%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
69
Increased
172
Reduced
115
Closed
35
Calls
$7.42M
Puts
$7.07M
Net Calls
+$355K
Net Calls Change
-$1.13M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$291M
2
JIR
2
James Investment Research
Ohio
$39.1M
3
LPL Financial
3
LPL Financial
California
$69.4M
4
TCT
4
TIAA CREF Trust
Missouri
$358M
5
Wells Fargo
5
Wells Fargo
California
$160M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$123M
2
Morgan Stanley
2
Morgan Stanley
New York
$195M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.82M
5
CB
5
Cooke & Bieler
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$27.6M 300,556 +128,871 +75%
FT
27
Fiduciary Trust
Massachusetts
$26.2M 285,271 +57,906 +25%
MGIA
28
Moneta Group Investment Advisors
Missouri
$24.5M 266,002 +33,858 +15%
ZF
29
Zhang Financial
Michigan
$22.5M 244,999 -4,768 -2%
Stifel Financial
30
Stifel Financial
Missouri
$19.7M 214,614 +81,466 +61%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$19.4M 207,201 +9,984 +5%
HIMCH
32
Hartford Investment Management Co (HIMCO)
Connecticut
$18.4M 200,054 -52,613 -21%
NRECA
33
National Rural Electric Cooperative Association
Virginia
$18.4M 200,000 -90,000 -31%
MA
34
MUFG Americas
New York
$18M 195,650 +10,705 +6%
AP
35
Advisors Preferred
Maryland
$17.1M 185,442 +185,442 New
JA
36
JOYN Advisors
Georgia
$17M 184,827 +7,208 +4%
DADC
37
D.A. Davidson & Co
Montana
$16.3M 177,306 +14,028 +9%
BUB
38
BBVA USA Bancshares
Texas
$16M 173,592 -10,480 -6%
WCM
39
Weyland Capital Management
New Hampshire
$15.4M 167,242 -2,264 -1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$15M 163,461 +14,500 +10%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$14.4M 156,629 +5,252 +3%
CC
42
Curian Capital
Colorado
$13.8M 150,545 -150,649 -50%
Principal Financial Group
43
Principal Financial Group
Iowa
$13.4M 145,366 +120,681 +489%
NFG
44
Noven Financial Group
Colorado
$13M 141,738 +141,738 New
KAM
45
Keeley Asset Management
Illinois
$13M 141,025 +141,025 New
CL
46
Choreo LLC
Illinois
$12.6M 136,685 -965 -0.7%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.1M 131,000 +78,200 +148%
DPIM
48
Duff & Phelps Investment Management
Illinois
$12M 130,140 +600 +0.5%
CI
49
Cambiar Investors
Colorado
$11.4M 123,699 +119,524 +2,863%
ZB
50
Zions Bancorporation
Utah
$11.3M 122,922 +5,673 +5%
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