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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 %
AIM
526
Advantage Investment Management
Iowa
$7K 61 – –
QAM
527
QCI Asset Management
New York
$6K 52 – –
FPS
528
Fieldpoint Private Securities
Connecticut
$6K 50 +50 New
BAM
529
Brave Asset Management
New Jersey
$6K 54 +54 New
AA
530
AlphaMark Advisors
Kentucky
$4K 34 – –
BTIS
531
BB&T Investment Services
North Carolina
$4K 35 – –
SWA
532
Sutton Wealth Advisors
Florida
$3.19K 27 – –
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$3K 25 -4 -14%
First Manhattan
534
First Manhattan
New York
$3K 28 – –
CFA
535
Carroll Financial Associates
North Carolina
$2K 25 – –
JFA
536
JNBA Financial Advisors
Minnesota
$2K 21 – –
SIM
537
Sonora Investment Management
Arizona
$1.38K 10 – –
VNA
538
Valley National Advisers
Pennsylvania
$1K 11 -725 -99%
AAP
539
Arax Advisory Partners
Colorado
$1K 13 -249 -95%
BRC
540
Bell Rock Capital
Delaware
$1K 5 – –
CIM
541
Contravisory Investment Management
Massachusetts
$1K 6 – –
TM
542
Thiel Macro
California
– – -403,887 Closed
CCMG
543
Clark Capital Management Group
Pennsylvania
– – -342,565 Closed
LCM
544
Landscape Capital Management
New Jersey
– – -179,097 Closed
HA
545
Homestead Advisers
Virginia
– – -150,000 Closed
RC
546
RBF Capital
California
– – -122,200 Closed
IA
547
IndexIQ Advisors
New York
– – -114,780 Closed
WC
548
Wexford Capital
Florida
– – -74,396 Closed
Boston Partners
549
Boston Partners
Massachusetts
– – -71,509 Closed
AI
550
Ariel Investments
Illinois
– – -71,494 Closed
20 21
22
23 24