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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 %
IP
151
Investment Partners
Ohio
$3.49M 29,517 +378 +1%
BF
152
BOK Financial
Oklahoma
$3.47M 29,320 -1,007 -3%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$3.44M 29,127 +20,840 +251%
WIC
154
Whitegate Investment Counselors
New Hampshire
$3.37M 28,508 -150 -0.5%
RCAMU
155
Rothschild & Co Asset Management US
Connecticut
$3.22M 27,207 +5,232 +24%
SAM
156
Silvercrest Asset Management
New York
$3.21M 27,179 +3,122 +13%
KCM
157
Karp Capital Management
California
$3.19M 27,020 +583 +2%
GW
158
GW & Wade
Massachusetts
$3.19M 26,953 +386 +1%
Millennium Management
159
Millennium Management
New York
$3.17M 26,800 -21,200 -44%
PAG
160
Private Advisor Group
New Jersey
$3.15M 27,226 +1,913 +8%
LPL Financial
161
LPL Financial
California
$3.14M 26,770 +4,975 +23%
GT
162
Glenmede Trust
Pennsylvania
$3.1M 26,235 +23 +0.1%
AI
163
Atria Investments
North Carolina
$3.04M 25,710 +6,366 +33%
Franklin Resources
164
Franklin Resources
California
$3.01M 25,461 -3,435 -12%
FPIS
165
Financial Planning & Information Services
Wisconsin
$3.01M 25,456 -2,049 -7%
WSFS
166
Wilmington Savings Fund Society
Delaware
$3M 25,365 -194 -0.8%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$2.95M 24,975 -591 -2%
TCB
168
Texas Capital Bancshares
Texas
$2.91M 24,661 -6,923 -22%
DIA
169
Denver Investment Advisors
Colorado
$2.9M 24,534 -4,463 -15%
TSW
170
Thompson Siegel & Walmsley
Virginia
$2.88M 24,376 -8,869 -27%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$2.87M 24,318 -2,623 -10%
CIR
172
Clear Investment Research
Georgia
$2.82M 23,879 +1,125 +5%
DLHL
173
Donald L. Hagan LLC
Florida
$2.82M 23,827 -19,354 -45%
WCF
174
West Coast Financial
California
$2.78M 23,541 -722 -3%
DCM
175
Dean Capital Management
Kansas
$2.74M 23,180 +4,755 +26%
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