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iShares Russell 2000 Value ETF
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Overview Fund Activity

467 hedge funds and large institutions have $4.09B invested in iShares Russell 2000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 17 closing their positions.

Holders
467
Holders Change
+38
Holders Change %
+8.86%
% of All Funds
12.48%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.04%
New
60
Increased
155
Reduced
142
Closed
17
Calls
$3.67M
Puts
$3.41M
Net Calls
+$265K
Net Calls Change
+$19M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$145M
2
HI
2
Horizon Investments
North Carolina
$101M
3
TCT
3
TIAA CREF Trust
Missouri
$435M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$69.7M
5
B
5
Bailard
California
$55M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$14.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.39M
3
SV
3
Starboard Value
New York
$58.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$8.46M -$297K -2,833 -3%
RFA
77
Reilly Financial Advisors
California
$8.41M +$86.8K +829 +1%
EBIM
78
Eagle Boston Investment Management
Massachusetts
$8.31M +$1.13M +10,751 +16%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$8.24M -$91.1K -870 -1%
Boston Partners
80
Boston Partners
Massachusetts
$7.62M +$7.62M +72,700 New
PA
81
Parkside Advisors
California
$7.56M -$292K -2,785 -4%
SIMM
82
Stillwater Investment Management (Minnesota)
Minnesota
$7.42M +$387K +3,691 +5%
KeyBank National Association
83
KeyBank National Association
Ohio
$7.41M +$493K +4,705 +7%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.36M -$513K -4,900 -7%
BPB
85
Badgley, Phelps & Bell
Washington
$7.21M +$84.4K +806 +1%
CC
86
Courier Capital
New York
$7.09M -$36.2K -346 -0.5%
IIC
87
Integrated Investment Consultants
Michigan
$6.89M +$513K +5,016 +8%
Prudential Financial
88
Prudential Financial
New Jersey
$6.88M -$304K -2,900 -4%
ZB
89
Zions Bancorporation
Utah
$6.86M -$4.33M -41,364 -39%
BAAM
90
Baker Avenue Asset Management
California
$6.69M +$2.06M +19,684 +45%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$6.67M +$337K +3,181 +5%
CS
92
Credit Suisse
Switzerland
$6.52M +$6.2M +59,139 +1,938%
HHC
93
Hutchin Hill Capital
New York
$6.46M +$986K +9,411 +18%
BWM
94
Braver Wealth Management
Massachusetts
$6.45M +$4.96M +47,324 +333%
JRP
95
Jasper Ridge Partners
California
$6.44M – – –
PV
96
Private Vista
Illinois
$6.41M +$6.41M +62,614 New
USAA
97
United Services Automobile Association
Texas
$6.4M +$6.4M +61,059 New
V
98
Veritable
Delaware
$6.39M -$4.07M -38,839 -39%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$6.36M -$89.8K -857 -1%
Ameriprise
100
Ameriprise
Minnesota
$6.28M +$908K +8,680 +17%
2 3
4
5 6