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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 %
SWPG
101
Strategic Wealth Partners Group
Illinois
$7.26M 61,407 +1,873 +3%
V
102
Veritable
Delaware
$7.19M 60,862 -195 -0.3%
PFBT
103
Parkside Financial Bank & Trust
Missouri
$7.06M 59,765 +242 +0.4%
RWP
104
RWA Wealth Partners
Massachusetts
$7.01M 59,329 +59,329 New
PV
105
Private Vista
Illinois
$6.92M 58,580 +58,580 New
LFWA
106
LBJ Family Wealth Advisors
Texas
$6.87M 58,172 +187 +0.3%
SEI Investments
107
SEI Investments
Pennsylvania
$6.53M 55,288 -85,468 -61%
BPCE
108
Bank Pictet & Cie (Europe)
Germany
$6.4M 54,200 +22,200 +69%
AG
109
Advisor Group
Arizona
$6.39M 54,069 -155,189 -74%
FAM
110
Flaharty Asset Management
Florida
$6.39M 55,288 +55,288 New
MCM
111
MAI Capital Management
Ohio
$6.36M 53,842 -960 -2%
WPW
112
Waldron Private Wealth
Pennsylvania
$6.14M 52,801 +14,205 +37%
SPL
113
Smart Portfolios LLC
Washington
$6.11M 51,708 -25,494 -33%
HHC
114
Hutchin Hill Capital
New York
$5.97M 50,524 -11,100 -18%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$5.68M 48,034 +1,687 +4%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$5.54M 46,900 -18,200 -28%
TAM
117
Tocqueville Asset Management
New York
$5.4M 45,670 – –
Truist Financial
118
Truist Financial
North Carolina
$5.35M 45,235 -552 -1%
WDL
119
Well Done LLC
Michigan
$5.22M 44,141 +7,888 +22%
MWM
120
Modera Wealth Management
New Jersey
$5.21M 44,107 +11,922 +37%
ACB
121
Aristotle Capital Boston
Massachusetts
$5.19M 43,917 -43,952 -50%
CWM
122
Concentric Wealth Management
California
$5.15M 43,604 +2,060 +5%
UB
123
UMB Bank
Missouri
$5.15M 43,558 -630 -1%
BOH
124
Bank of Hawaii
Hawaii
$5.12M 43,361 – –
CS
125
Credit Suisse
Switzerland
$5.07M 42,874 +12,200 +40%
3 4
5
6 7