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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 %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$16M 135,504 +7,507 +6%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$16M 135,368 – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$15.8M 133,931 -2,455 -2%
CL
54
Choreo LLC
Illinois
$15.6M 131,997 -6,035 -4%
DPIM
55
Duff & Phelps Investment Management
Illinois
$15.6M 131,690 – –
HighTower Advisors
56
HighTower Advisors
Illinois
$15.2M 128,418 +97,370 +314%
SG Americas Securities
57
SG Americas Securities
New York
$14.8M 125,225 +95,872 +327%
BUB
58
BBVA USA Bancshares
Texas
$14.8M 124,846 -2,492 -2%
ANTB
59
AMG National Trust Bank
Colorado
$14.4M 121,591 +8,961 +8%
Ameriprise
60
Ameriprise
Minnesota
$14.2M 120,164 +34,953 +41%
BFG
61
Barber Financial Group
Kansas
$13.9M 117,514 -1,107 -0.9%
CAM
62
Crestone Asset Management
Colorado
$13.8M 116,435 +12,717 +12%
MCM
63
Maple Capital Management
Vermont
$13.6M 115,252 +13,337 +13%
RFA
64
Reilly Financial Advisors
California
$13.3M 112,199 +3,522 +3%
Macquarie Group
65
Macquarie Group
Australia
$13.2M 111,800 -394 -0.4%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$12.4M 104,633 +8,888 +9%
ZB
67
Zions Bancorporation
Utah
$11.8M 99,802 +1,107 +1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$11.7M 99,263 +2,395 +2%
SCG
69
Sonata Capital Group
Washington
$11.5M 96,952 -1,711 -2%
WSTAM
70
Wilbanks Smith & Thomas Asset Management
Virginia
$11.4M 96,838 -6,014 -6%
CONA
71
Capital One National Association
New York
$11M 93,358 -2,007 -2%
BCIM
72
Bishop & Co Investment Management
Pennsylvania
$10.7M 90,361 -6,125 -6%
Citadel Advisors
73
Citadel Advisors
Florida
$10.2M 86,667 -107,597 -55%
BAAM
74
Baker Avenue Asset Management
California
$10.1M 85,880 -1,903 -2%
SIMM
75
Stillwater Investment Management (Minnesota)
Minnesota
$9.91M 83,832 +7,293 +10%
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