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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 %
QCM
201
Quadrant Capital Management
New Jersey
$2.07M 17,480 -645 -4%
Fuller & Thaler Asset Management
202
Fuller & Thaler Asset Management
California
$2.05M 17,316 -20,874 -55%
EAM
203
Edge Asset Management
Washington
$2.03M 17,158 +459 +3%
FAAS
204
First Allied Advisory Services
California
$2.02M 17,121 -15,875 -48%
CCP
205
Corient Capital Partners
California
$2.02M 17,104 -885 -5%
AT
206
Arden Trust
Delaware
$1.94M 16,431 -2,488 -13%
CCT
207
Chemung Canal Trust
New York
$1.93M 16,291 – –
OC
208
Oppenheimer & Co
New York
$1.86M 15,712 -6,753 -30%
CW
209
Cobiz Wealth
Colorado
$1.85M 15,665 -643 -4%
BSW
210
Buckingham Strategic Wealth
Missouri
$1.83M 15,516 -178 -1%
ELI
211
Empire Life Investments
Ontario, Canada
$1.8M 15,188 -71 -0.5%
LFG
212
LifePlan Financial Group
Ohio
$1.8M 15,210 -132 -0.9%
CI
213
Cavalier Investments
Georgia
$1.79M 15,159 +15,159 New
CHC
214
City Holding Co
West Virginia
$1.67M 14,169 +100 +0.7%
Comerica Bank
215
Comerica Bank
Texas
$1.64M 13,603 +824 +6%
NCMW
216
Northern Capital Management (Wisconsin)
Wisconsin
$1.62M 13,716 -185 -1%
AWM
217
AE Wealth Management
Kansas
$1.6M 13,552 +9,416 +228%
FMT
218
First Mercantile Trust
Tennessee
$1.6M 13,527 -304 -2%
SS
219
Simplicity Solutions
Minnesota
$1.59M 13,446 +9,446 +236%
PFP
220
Pinnacle Financial Partners
Tennessee
$1.58M 13,347 +295 +2%
FNBOO
221
First National Bank of Omaha
Nebraska
$1.56M 13,209 -1,010 -7%
HCA
222
Harbour Capital Advisors
Virginia
$1.55M 13,095 – –
RPG
223
Risk Paradigm Group
Texas
$1.51M 12,809 +6,086 +91%
BA
224
Boston Advisors
Massachusetts
$1.51M 12,808 -6,314 -33%
FFA
225
First Foundation Advisors
California
$1.5M 12,730 +12,730 New
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9
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