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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 %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.84M 83,300 -33,900 -29%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$9.7M 82,099 -2,970 -3%
Prudential Financial
78
Prudential Financial
New Jersey
$9.61M 81,339 +32,800 +68%
WT
79
Whittier Trust
California
$9.52M 80,594 +1,688 +2%
IAM
80
Impax Asset Management
New Hampshire
$9.45M 80,000 +80,000 New
OCM
81
One Capital Management
California
$9.29M 78,647 -31,950 -29%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$9.27M 78,473 -2,395 -3%
IFA
83
Interactive Financial Advisors
Illinois
$9.25M 78,243 -1,014 -1%
ONB
84
Old National Bancorp
Indiana
$9.19M 77,759 +77,759 New
KeyBank National Association
85
KeyBank National Association
Ohio
$8.98M 75,954 +206 +0.3%
BPB
86
Badgley, Phelps & Bell
Washington
$8.66M 73,285 +4,238 +6%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$8.41M 71,144 -9,202 -11%
IIC
88
Integrated Investment Consultants
Michigan
$8.33M 70,519 -1,011 -1%
AssetMark Inc
89
AssetMark Inc
California
$8.21M 69,474 +37,341 +116%
HIMCH
90
Hartford Investment Management Co (HIMCO)
Connecticut
$8.11M 68,618 -18,588 -21%
MOACM
91
Mutual of America Capital Management
New York
$8.09M 68,487 -12,793 -16%
LFAS
92
Level Four Advisory Services
Texas
$8.04M 68,140 -653 -0.9%
EBIM
93
Eagle Boston Investment Management
Massachusetts
$7.89M 66,795 -12,500 -16%
WAM
94
Wolverine Asset Management
Illinois
$7.8M 66,046 -54,340 -45%
BTS
95
BB&T Securities
Virginia
$7.73M 65,444 +57,467 +720%
TH
96
Timber Hill
Connecticut
$7.6M 64,305 +10,453 +19%
CC
97
Courier Capital
New York
$7.58M 64,121 -999 -2%
PA
98
Parkside Advisors
California
$7.31M 61,896 -6,846 -10%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$7.3M 61,789 +2,636 +4%
JRP
100
Jasper Ridge Partners
California
$7.26M 61,471 – –
2 3
4
5 6