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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 %
TCT
1
TIAA CREF Trust
Missouri
$511M 4,295,880 +140,276 +3%
Morgan Stanley
2
Morgan Stanley
New York
$360M 3,029,422 +510,426 +20%
Bank of America
3
Bank of America
North Carolina
$324M 2,723,032 +614,549 +29%
Goldman Sachs
4
Goldman Sachs
New York
$279M 2,344,509 +584,796 +33%
Wells Fargo
5
Wells Fargo
California
$222M 1,867,955 +199,425 +12%
VNIM
6
Vaughan Nelson Investment Management
Texas
$181M 1,524,250 +143,875 +10%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$124M 1,040,825 +12,147 +1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$120M 1,005,813 +22,521 +2%
UBS Group
9
UBS Group
Switzerland
$116M 976,179 +102,034 +12%
M&T Bank
10
M&T Bank
New York
$114M 960,439 +106,750 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$111M 930,861 +58,019 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$100M 843,263 +177,923 +27%
SI
13
Stephens Inc
Arkansas
$93.6M 787,004 -24,587 -3%
Northern Trust
14
Northern Trust
Illinois
$89.7M 754,462 +19,433 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$69.6M 585,259 +175,713 +43%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$69.4M 583,340 +283,138 +94%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$62.1M 522,531 +112,966 +28%
Victory Capital Management
18
Victory Capital Management
Texas
$61.1M 513,638 +471,750 +1,126%
ECM
19
ETrade Capital Management
Virginia
$54.9M 461,687 -21,310 -4%
SF
20
Synovus Financial
Georgia
$53.3M 448,299 -148,488 -25%
TM
21
Thiel Macro
California
$48M 403,887 +403,887 New
CB
22
Commerce Bank
Missouri
$48M 403,275 +83,452 +26%
BL
23
Balentine LLC
Georgia
$45.8M 385,429 +385,429 New
PI
24
PineBridge Investments
New York
$45.1M 379,200 +379,200 New
Betterment LLC
25
Betterment LLC
New York
$42.8M 359,751 +20,874 +6%
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