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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 %
WTC
176
WhitTier Trust Company
Nevada
$2.73M 23,107 +60 +0.3%
TFA
177
Transamerica Financial Advisors
Florida
$2.62M 22,149 +8,383 +61%
BGIM
178
Brandywine Global Investment Management
Pennsylvania
$2.58M 21,793 -32,924 -60%
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.55M 21,570 -3,709 -15%
CA
180
Cetera Advisors
Colorado
$2.53M 21,344 +304 +1%
FIMS
181
FBL Investment Management Services
Iowa
$2.48M 21,000 – –
FIB
182
First Interstate Bank
Montana
$2.48M 21,000 – –
ST
183
Smithfield Trust
Pennsylvania
$2.44M 20,632 +351 +2%
GMA
184
Goldstein Munger & Associates
California
$2.41M 20,430 -348 -2%
AMG
185
Asset Management Group
Connecticut
$2.39M 20,233 +72 +0.4%
ACP
186
Arcus Capital Partners
Georgia
$2.38M 20,136 +20,136 New
Federated Hermes
187
Federated Hermes
Pennsylvania
$2.37M 20,085 +20,085 New
EA
188
Edge Advisors
Georgia
$2.36M 20,010 +4,568 +30%
WA
189
Winfield Associates
Ohio
$2.35M 19,880 +5,900 +42%
AL
190
Aspiriant LLC
California
$2.35M 19,864 -2,542 -11%
Creative Planning
191
Creative Planning
Kansas
$2.26M 19,125 +656 +4%
MAS
192
Managed Account Services
Florida
$2.25M 19,037 -739 -4%
American Century Companies
193
American Century Companies
Missouri
$2.25M 19,033 +11,615 +157%
CAN
194
Cetera Advisor Networks
California
$2.24M 18,943 -2,957 -14%
MFW
195
Meristem Family Wealth
Minnesota
$2.14M 18,078 – –
APP
196
Avantax Planning Partners
Iowa
$2.13M 18,044 -351 -2%
GWM
197
Geneos Wealth Management
Colorado
$2.13M 18,004 -1,375 -7%
Brown Advisory
198
Brown Advisory
Maryland
$2.11M 17,887 +1,391 +8%
GWA
199
Guidant Wealth Advisors
Illinois
$2.09M 18,118 -3,703 -17%
FIM
200
Freedom Investment Management
Connecticut
$2.08M 17,612 +6,406 +57%
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