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iShares Russell 2000 Value ETF
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Overview Fund Activity

429 hedge funds and large institutions have $3.29B invested in iShares Russell 2000 Value ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 30 closing their positions.

Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
11.46%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
39
Increased
128
Reduced
170
Closed
30
Calls
$3.76M
Puts
$22.5M
Net Calls
-$18.8M
Net Calls Change
-$13.2M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$113M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$95.3M
3
SV
3
Starboard Value
New York
$80.4M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$23.1M
5
PFG
5
Piershale Financial Group
Illinois
$18.3M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$15.6M
2
LPL Financial
2
LPL Financial
California
$7.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
Citigroup
4
Citigroup
New York
$19.6M
5
JIR
5
James Investment Research
Ohio
$4.49M
Name Market Value Shares Shares
Change 		Shares
Change %
TCT
1
TIAA CREF Trust
Missouri
$328M 3,373,708 +71,313 +2%
Morgan Stanley
2
Morgan Stanley
New York
$204M 2,094,186 +140,112 +7%
Bank of America
3
Bank of America
North Carolina
$202M 2,073,637 -240,325 -10%
Goldman Sachs
4
Goldman Sachs
New York
$157M 1,612,137 -358,658 -18%
Wells Fargo
5
Wells Fargo
California
$144M 1,481,411 -212,437 -13%
Macquarie Group
6
Macquarie Group
Australia
$113M 1,161,694 +1,161,694 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$95.4M 980,118 -12,580 -1%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$95.3M 980,021 +386,339 +65%
SI
9
Stephens Inc
Arkansas
$83.4M 857,362 -25,865 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$82.6M 849,475 +17,428 +2%
M&T Bank
11
M&T Bank
New York
$82.4M 846,881 -39,940 -5%
SV
12
Starboard Value
New York
$80.4M 826,000 +362,000 +78%
UBS Group
13
UBS Group
Switzerland
$79.3M 814,713 -34,116 -4%
Northern Trust
14
Northern Trust
Illinois
$70M 719,362 -14,406 -2%
SF
15
Synovus Financial
Georgia
$54.3M 557,660 +14,189 +3%
Victory Capital Management
16
Victory Capital Management
Texas
$53.3M 547,980 +107,490 +24%
ECM
17
ETrade Capital Management
Virginia
$47.3M 486,396 -39,144 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$37.3M 383,440 -85,723 -18%
US Bancorp
19
US Bancorp
Minnesota
$36M 369,601 -21,976 -6%
Betterment LLC
20
Betterment LLC
New York
$33.1M 340,535 +8,790 +3%
CB
21
Commerce Bank
Missouri
$32.6M 334,946 -5,429 -2%
FT
22
Fiduciary Trust
Massachusetts
$32.6M 334,864 +6,395 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$27.9M 286,458 +62,540 +28%
Stifel Financial
24
Stifel Financial
Missouri
$27.8M 286,026 +72,470 +34%
MGIA
25
Moneta Group Investment Advisors
Missouri
$26.4M 271,566 +6,305 +2%
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