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iShares Russell 2000 Value ETF
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Overview Fund Activity

559 hedge funds and large institutions have $5.35B invested in iShares Russell 2000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 187 increasing their positions, 153 reducing their positions, and 26 closing their positions.

Holders
559
Holders Change
+92
Holders Change %
+19.7%
% of All Funds
14%
Holding in Top 10
50
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.21%
% of All Funds
1.25%
New
122
Increased
187
Reduced
153
Closed
26
Calls
$12.2M
Puts
$7.05M
Net Calls
+$5.11M
Net Calls Change
+$4.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$324M
2
Goldman Sachs
2
Goldman Sachs
New York
$279M
3
Morgan Stanley
3
Morgan Stanley
New York
$360M
4
Victory Capital Management
4
Victory Capital Management
Texas
$61.1M
5
TM
5
Thiel Macro
California
$48M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
SV
2
Starboard Value
New York
$6.07M
3
B
3
Bailard
California
$6.7M
4
SF
4
Synovus Financial
Georgia
$53.3M
5
American Century Companies
5
American Century Companies
Missouri
$882K
Name Market Value Shares Shares
Change 		Shares
Change %
SCG
76
Sonata Capital Group
Washington
$11.7M 98,663 -233 -0.2%
BCIM
77
Bishop & Co Investment Management
Pennsylvania
$11.5M 96,486 -1,541 -2%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$11.4M 95,745 +702 +0.7%
CONA
79
Capital One National Association
New York
$11.3M 95,365 -2,170 -2%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$11.1M 96,868 -3,341 -3%
ACB
81
Aristotle Capital Boston
Massachusetts
$10.5M 87,869 +44,880 +104%
BAAM
82
Baker Avenue Asset Management
California
$10.4M 87,783 +23,961 +38%
HIMCH
83
Hartford Investment Management Co (HIMCO)
Connecticut
$10.4M 87,206 +3,965 +5%
Ameriprise
84
Ameriprise
Minnesota
$10.1M 85,211 +25,240 +42%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$10.1M 85,069 +6,373 +8%
MOACM
86
Mutual of America Capital Management
New York
$9.67M 81,280 +29,230 +56%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$9.62M 80,868 +143 +0.2%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$9.56M 80,346 -1,968 -2%
EBIM
89
Eagle Boston Investment Management
Massachusetts
$9.43M 79,295 -38 -0%
IFA
90
Interactive Financial Advisors
Illinois
$9.43M 79,257 -4,291 -5%
WT
91
Whittier Trust
California
$9.39M 78,906 -7,895 -9%
SPL
92
Smart Portfolios LLC
Washington
$9.18M 77,202 +77,202 New
SIMM
93
Stillwater Investment Management (Minnesota)
Minnesota
$9.1M 76,539 +5,688 +8%
KeyBank National Association
94
KeyBank National Association
Ohio
$9.01M 75,748 +5,060 +7%
WC
95
Wexford Capital
Florida
$8.85M 74,396 +74,396 New
IIC
96
Integrated Investment Consultants
Michigan
$8.51M 71,530 +4,211 +6%
Boston Partners
97
Boston Partners
Massachusetts
$8.51M 71,509 -1,191 -2%
AI
98
Ariel Investments
Illinois
$8.5M 71,494 +71,494 New
BPB
99
Badgley, Phelps & Bell
Washington
$8.21M 69,047 +250 +0.4%
LFAS
100
Level Four Advisory Services
Texas
$8.18M 68,793 +68,793 New
2 3
4
5 6