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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 %
FNBOO
201
First National Bank of Omaha
Nebraska
$1.49M -$24.1K -230 -2%
TFA
202
Transamerica Financial Advisors
Florida
$1.47M +$1.15M +10,938 +353%
AC
203
AFAM Capital
Texas
$1.42M +$1.42M +13,584 New
HCA
204
Harbour Capital Advisors
Virginia
$1.38M +$206K +1,966 +18%
Allianz Asset Management
205
Allianz Asset Management
Germany
$1.32M -$362K -3,460 -22%
CCA
206
Cobblestone Capital Advisors
New York
$1.31M -$499K -4,761 -28%
AB
207
Atlas Brown
Kentucky
$1.29M -$19.4K -185 -1%
PFP
208
Pinnacle Financial Partners
Tennessee
$1.29M – – –
Mariner
209
Mariner
Kansas
$1.29M +$5.77K +55 +0.5%
IA
210
Independence Advisors
Pennsylvania
$1.27M -$8.06K -77 -0.6%
RFC
211
Regions Financial Corp
Alabama
$1.26M -$122K -1,162 -9%
DA
212
DSC Advisors
Illinois
$1.23M +$1.23M +11,760 New
Neuberger Berman Group
213
Neuberger Berman Group
New York
$1.19M +$690K +6,588 +138%
RC
214
Roundview Capital
New Jersey
$1.17M +$113K +1,075 +11%
EAM
215
Evanson Asset Management
California
$1.14M +$628 +6 +0.1%
Brown Advisory
216
Brown Advisory
Maryland
$1.13M +$12K +115 +1%
Comerica Bank
217
Comerica Bank
Texas
$1.12M +$12K +115 +1%
ACM
218
Argentus Capital Management
Texas
$1.1M +$1.02M +9,750 +1,248%
SB
219
Simmons Bank
Arkansas
$1.09M -$6.92K -66 -0.6%
EWA
220
Exencial Wealth Advisors
Oklahoma
$1.09M -$40.1K -395 -4%
Fisher Asset Management
221
Fisher Asset Management
Washington
$1.04M +$1.04M +9,956 New
IA
222
IFP Advisors
Florida
$1.04M +$151K +1,442 +17%
DMC
223
Drexel Morgan & Co
Pennsylvania
$1.04M +$53.8K +514 +5%
DWM
224
Dakota Wealth Management
Florida
$1.03M -$36.1K -345 -3%
FUBT
225
First United Bank & Trust
Maryland
$1.01M -$2.1K -20 -0.2%
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