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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 %
MWM
151
Modera Wealth Management
New Jersey
$3.83M 32,185 +6,363 +25%
AssetMark Inc
152
AssetMark Inc
California
$3.82M 32,133 -6,243 -16%
BPCE
153
Bank Pictet & Cie (Europe)
Germany
$3.81M 32,000 – –
CBU
154
CIBC Bank USA
Illinois
$3.8M 31,921 +1,631 +5%
FCI
155
Financial Counselors Inc
Kansas
$3.79M 31,849 +31,849 New
CI
156
Conning Inc
Connecticut
$3.78M 31,804 – –
JIC
157
Johnson Investment Counsel
Ohio
$3.78M 31,781 -658 -2%
TCB
158
Texas Capital Bancshares
Texas
$3.76M 31,584 -1,837 -5%
HighTower Advisors
159
HighTower Advisors
Illinois
$3.69M 31,048 -1,370 -4%
MBT
160
Montecito Bank & Trust
California
$3.69M 31,023 +16,733 +117%
CS
161
Credit Suisse
Switzerland
$3.65M 30,674 -31,517 -51%
William Blair & Company
162
William Blair & Company
Illinois
$3.64M 30,570 +5,701 +23%
KAM
163
Keeley Asset Management
Illinois
$3.61M 30,350 +30,350 New
BF
164
BOK Financial
Oklahoma
$3.61M 30,327 -223 -0.7%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$3.5M 29,427 +29,427 New
SG Americas Securities
166
SG Americas Securities
New York
$3.49M 29,353 -5,670 -16%
IP
167
Investment Partners
Ohio
$3.47M 29,139 -1,274 -4%
DIA
168
Denver Investment Advisors
Colorado
$3.45M 28,997 +196 +0.7%
SQA
169
Simon Quick Advisors
New Jersey
$3.44M 28,923 +28,923 New
Franklin Resources
170
Franklin Resources
California
$3.44M 28,896 +2,900 +11%
WIC
171
Whitegate Investment Counselors
New Hampshire
$3.41M 28,658 -325 -1%
CG
172
Corundum Group
Colorado
$3.4M 28,590 – –
SCM
173
Sterling Capital Management
North Carolina
$3.36M 28,280 +6,556 +30%
FPIS
174
Financial Planning & Information Services
Wisconsin
$3.27M 27,505 -1,707 -6%
Kayne Anderson Rudnick Investment Management
175
Kayne Anderson Rudnick Investment Management
California
$3.2M 26,941 +24,654 +1,078%
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