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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 %
BRWA
576
B. Riley Wealth Advisors
Florida
– – -3,335 Closed
AC
577
AFAM Capital
Texas
– – -2,926 Closed
CG
578
Cutler Group
California
– – -2,664 Closed
GA
579
Geneva Advisors
Illinois
– – -2,462 Closed
ACA
580
Anchor Capital Advisors
Massachusetts
– – -2,106 Closed
HFM
581
Harvest Fund Management
China
– – -2,019 Closed
PP
582
PagnatoKarp Partners
Virginia
– – -2,007 Closed
SCM
583
Schneider Capital Management
Pennsylvania
– – -2,000 Closed
Chevy Chase Trust
584
Chevy Chase Trust
Maryland
– – -1,960 Closed
FC
585
Forte Capital
New York
– – -1,940 Closed
DDPIC
586
Deroy & Devereaux Private Investment Counsel
Michigan
– – -1,815 Closed
PIM
587
Penobscot Investment Management
Massachusetts
– – -1,747 Closed
MWAC
588
Mariner Wealth Advisors (Cincinnati)
Ohio
– – -1,737 Closed
JIC
589
Joel Isaacson & Co
New York
– – -1,021 Closed
BP
590
Ballentine Partners
Massachusetts
– – -935 Closed
MDCM
591
Morgan Dempsey Capital Management
Wisconsin
– – -660 Closed
CAPTRUST Financial Advisors
592
CAPTRUST Financial Advisors
North Carolina
– – -467 Closed
AA
593
Ancora Advisors
Ohio
– – -378 Closed
LWMT
594
Legacy Wealth Management (Tennessee)
Tennessee
– – -262 Closed
CAW
595
Cornerstone Advisors (Washington)
Washington
– – -108 Closed
FAN
596
Financial Advisors Network
California
– – -78 Closed
BCI
597
Brinker Capital Investments
Pennsylvania
– – -72 Closed
FTUS
598
Flow Traders U.S.
New York
– – -58 Closed
RFS
599
Rockefeller Financial Services
New York
– – -56 Closed
TRCT
600
Tower Research Capital (TRC)
New York
– – -43 Closed
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