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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 %
JIR
26
James Investment Research
Ohio
$42.8M 359,539 +103,726 +41%
Stifel Financial
27
Stifel Financial
Missouri
$42.2M 355,055 +140 +0%
FT
28
Fiduciary Trust
Massachusetts
$41.6M 349,428 -4,783 -1%
PPA
29
Parametric Portfolio Associates
Washington
$41.3M 347,639 +325,255 +1,453%
CCMG
30
Clark Capital Management Group
Pennsylvania
$40.7M 342,565 +39,031 +13%
RJA
31
Raymond James & Associates
Florida
$40.1M 337,403 +4,819 +1%
US Bancorp
32
US Bancorp
Minnesota
$39.8M 334,480 -20,363 -6%
MGIA
33
Moneta Group Investment Advisors
Missouri
$39.7M 333,951 +42,160 +14%
NSCM
34
New South Capital Management
Tennessee
$34.9M 293,565 +91,230 +45%
DADC
35
D.A. Davidson & Co
Montana
$30.2M 253,595 +20,216 +9%
SB
36
Suntrust Banks
Georgia
$29.8M 250,183 +4,249 +2%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$28.9M 242,944 +62,871 +35%
JA
38
JOYN Advisors
Georgia
$27M 226,595 -4,545 -2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$26M 218,318 +82,548 +61%
ZF
40
Zhang Financial
Michigan
$25.7M 218,748 -7,705 -3%
AG
41
Advisor Group
Arizona
$24.9M 209,258 +55,564 +36%
Citadel Advisors
42
Citadel Advisors
Florida
$23.1M 194,264 +194,264 New
MLL
43
Moody Lynn & Lieberson
Massachusetts
$22.2M 186,481 +168,163 +918%
AP
44
Advisors Preferred
Maryland
$22M 184,923 +61,666 +50%
MA
45
MUFG Americas
New York
$21.6M 181,918 -9,063 -5%
MAM
46
Meeder Asset Management
Ohio
$21.4M 179,917 +3,056 +2%
LCM
47
Landscape Capital Management
New Jersey
$21.3M 179,097 +179,097 New
BWM
48
Baystate Wealth Management
Massachusetts
$20.7M 170,500 +170,500 New
USAA
49
United Services Automobile Association
Texas
$18.4M 155,046 +93,987 +154%
HA
50
Homestead Advisers
Virginia
$17.8M 150,000 – –
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