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iShares Russell 2000 Value ETF
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Overview Fund Activity

467 hedge funds and large institutions have $4.09B invested in iShares Russell 2000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+38
Holders Change %
+8.86%
% of All Funds
12.48%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.04%
New
60
Increased
155
Reduced
142
Closed
17
Calls
$3.67M
Puts
$3.41M
Net Calls
+$265K
Net Calls Change
+$19M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$145M
2
HI
2
Horizon Investments
North Carolina
$101M
3
TCT
3
TIAA CREF Trust
Missouri
$435M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$69.7M
5
B
5
Bailard
California
$55M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$14.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.39M
3
SV
3
Starboard Value
New York
$58.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$2.08M +$64.2K +619 +3%
LMIM
177
Lockheed Martin Investment Management
Maryland
$2.06M +$2.06M +19,681 New
AT
178
Arden Trust
Delaware
$2.05M +$2.05M +19,609 New
TSW
179
Thompson Siegel & Walmsley
Virginia
$1.99M +$646K +6,166 +48%
MLL
180
Moody Lynn & Lieberson
Massachusetts
$1.92M – – –
MFW
181
Meristem Family Wealth
Minnesota
$1.89M +$21K +200 +1%
CCP
182
Corient Capital Partners
California
$1.88M +$1.88M +17,907 New
LFG
183
LifePlan Financial Group
Ohio
$1.87M -$96.1K -917 -5%
GWM
184
Geneos Wealth Management
Colorado
$1.87M +$55.6K +531 +3%
Creative Planning
185
Creative Planning
Kansas
$1.84M +$450K +4,296 +32%
CW
186
Cobiz Wealth
Colorado
$1.83M -$96.9K -925 -5%
SFG
187
StrategIQ Financial Group
Indiana
$1.78M -$328K -3,131 -16%
AI
188
Atria Investments
North Carolina
$1.72M +$267K +2,553 +18%
BSW
189
Buckingham Strategic Wealth
Missouri
$1.71M -$5.66K -54 -0.3%
GFG
190
Gray Financial Group
Georgia
$1.71M – – –
SAM
191
Silvercrest Asset Management
New York
$1.71M +$673K +6,440 +65%
State Street
192
State Street
Massachusetts
$1.67M +$454K +4,332 +37%
CCT
193
Chemung Canal Trust
New York
$1.65M -$17.6K -168 -1%
AG
194
Appleton Group
Wisconsin
$1.61M -$337K -3,220 -17%
IGIM
195
I.G. Investment Management
Manitoba, Canada
$1.54M +$228K +2,174 +17%
OC
196
Oppenheimer & Co
New York
$1.53M +$61.6K +588 +4%
FIM
197
Freedom Investment Management
Connecticut
$1.52M +$707K +6,747 +87%
CHC
198
City Holding Co
West Virginia
$1.52M -$13.1K -125 -0.9%
MBT
199
Montecito Bank & Trust
California
$1.5M +$635K +6,067 +74%
NCMW
200
Northern Capital Management (Wisconsin)
Wisconsin
$1.49M – – –
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8
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