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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 %
ST
201
Smithfield Trust
Pennsylvania
$2.41M 20,281 -4,554 -18%
AMG
202
Asset Management Group
Connecticut
$2.4M 20,161 +191 +1%
MAS
203
Managed Account Services
Florida
$2.35M 19,776 +19,776 New
GWM
204
Geneos Wealth Management
Colorado
$2.3M 19,379 +1,566 +9%
AI
205
Atria Investments
North Carolina
$2.3M 19,344 +2,941 +18%
BA
206
Boston Advisors
Massachusetts
$2.27M 19,122 +13,507 +241%
BIT
207
BlackRock Institutional Trust
California
$2.26M 18,989 -2,643 -12%
AT
208
Arden Trust
Delaware
$2.25M 18,919 -690 -4%
Creative Planning
209
Creative Planning
Kansas
$2.2M 18,469 +898 +5%
DCM
210
Dean Capital Management
Kansas
$2.19M 18,425 +18,425 New
APP
211
Avantax Planning Partners
Iowa
$2.19M 18,395 +18,395 New
QCM
212
Quadrant Capital Management
New Jersey
$2.16M 18,125 +12,720 +235%
MFW
213
Meristem Family Wealth
Minnesota
$2.15M 18,078 – –
CCP
214
Corient Capital Partners
California
$2.14M 17,989 +82 +0.5%
Mirae Asset Global Investments
215
Mirae Asset Global Investments
South Korea
$2.01M 16,858 +16,858 New
EAM
216
Edge Asset Management
Washington
$1.99M 16,699 +10,254 +159%
Brown Advisory
217
Brown Advisory
Maryland
$1.96M 16,496 +5,700 +53%
CW
218
Cobiz Wealth
Colorado
$1.94M 16,308 -1,146 -7%
CCT
219
Chemung Canal Trust
New York
$1.94M 16,291 +550 +3%
GFG
220
Gray Financial Group
Georgia
$1.94M 16,287 – –
BSW
221
Buckingham Strategic Wealth
Missouri
$1.87M 15,694 -673 -4%
EA
222
Edge Advisors
Georgia
$1.84M 15,442 +15,442 New
LFG
223
LifePlan Financial Group
Ohio
$1.83M 15,342 -2,459 -14%
ELI
224
Empire Life Investments
Ontario, Canada
$1.79M 15,259 +15,259 New
SFG
225
StrategIQ Financial Group
Indiana
$1.78M 14,920 -2,078 -12%
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