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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 %
OAM
476
Oppenheimer Asset Management
New York
$74K 623 +623 New
KF
477
Krilogy Financial
Missouri
$72K 609 – –
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K 600 +600 New
WIM
479
Westside Investment Management
California
$70.1K 607 -1,989 -77%
LM
480
Legg Mason
Maryland
$66K 551 -19 -3%
CFA
481
Camarda Financial Advisors
Florida
$66K 555 – –
ASN
482
Advisory Services Network
Georgia
$66K 557 +557 New
LIA
483
LS Investment Advisors
Michigan
$65K 550 -300 -35%
PG
484
Patten Group
Tennessee
$64K 545 – –
CFG
485
Citizens Financial Group
Rhode Island
$59K 500 – –
TIM
486
Tortoise Investment Management
New York
$52K 443 – –
MFBTD
487
MB Financial Bank - Trust Department
Illinois
$52K 436 +49 +13%
NFG
488
Next Financial Group
Texas
$51K 431 -1,834 -81%
PCTC
489
Perkins Coie Trust Company
Washington
$51K 433 -76 -15%
YWP
490
YorkBridge Wealth Partners
New York
$50K 422 +70 +20%
MMG
491
Monetary Management Group
Missouri
$49K 415 – –
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$48K 403 – –
KKAMG
493
Kernodle & Katon Asset Management Group
Arkansas
$46K 390 -111 -22%
SPIA
494
Steward Partners Investment Advisory
New York
$46K 392 +392 New
LNB
495
Ledyard National Bank
$43K 361 – –
MA
496
MCF Advisors
Kentucky
$40K 339 +339 New
RWA
497
Ropes Wealth Advisors
Massachusetts
$39K 331 – –
IWM
498
IHT Wealth Management
Illinois
$36K 275 +147 +115%
PB
499
Pinnacle Bancorp
Nebraska
$35K 300 +300 New
PO
500
Private Ocean
California
$33K 283 +1 +0.4%
18 19
20
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