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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 %
HH
126
Hilltop Holdings
Texas
$5.38M 45,265 +21,117 +87%
UB
127
UMB Bank
Missouri
$5.26M 44,188 -4,696 -10%
SLT
128
St Louis Trust
Missouri
$5.17M 43,470 +29 +0.1%
BOH
129
Bank of Hawaii
Hawaii
$5.16M 43,361 -2,278 -5%
UWPG
130
Ullmann Wealth Partners Group
Florida
$5.14M 43,077 +43,077 New
DLHL
131
Donald L. Hagan LLC
Florida
$5.14M 43,181 -56,748 -57%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$5.12M 43,024 +3,143 +8%
GLI
133
Guardian Life Insurance
New York
$5.04M 42,358 – –
GIA
134
GHP Investment Advisors
Colorado
$4.94M 41,540 -766 -2%
CWM
135
Concentric Wealth Management
California
$4.94M 41,544 +41,544 New
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$4.8M 40,317 +40,317 New
WPW
137
Waldron Private Wealth
Pennsylvania
$4.59M 38,596 -2,474 -6%
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$4.54M 38,190 +29,442 +337%
NFA
139
Nationwide Fund Advisors
Ohio
$4.43M 37,253 +4,100 +12%
WDL
140
Well Done LLC
Michigan
$4.31M 36,253 +36,253 New
Principal Financial Group
141
Principal Financial Group
Iowa
$4.25M 35,689 +35,689 New
NFG
142
Noven Financial Group
Colorado
$4.23M 35,518 +10,954 +45%
MIAN
143
Mariner Independent Advisor Network
Kansas
$4.16M 34,950 -2,644 -7%
UCFA
144
United Capital Financial Advisors
Texas
$4.12M 34,661 -3,716 -10%
OBWP
145
O'Brien Wealth Partners
Massachusetts
$4.1M 34,506 -1,488 -4%
MCM
146
MV Capital Management
Maryland
$4.02M 33,828 +2,063 +6%
TSW
147
Thompson Siegel & Walmsley
Virginia
$3.95M 33,245 +14,241 +75%
FAAS
148
First Allied Advisory Services
California
$3.93M 32,996 +3,929 +14%
First Trust Advisors
149
First Trust Advisors
Illinois
$3.89M 32,699 -3,184 -9%
HS
150
Huntington Steele
Pennsylvania
$3.88M 32,604 -155 -0.5%
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