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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 %
TCT
1
TIAA CREF Trust
Missouri
$516M 4,366,561 +70,681 +2%
Morgan Stanley
2
Morgan Stanley
New York
$358M 3,031,155 +1,733 +0.1%
Bank of America
3
Bank of America
North Carolina
$355M 3,008,228 +285,196 +10%
Goldman Sachs
4
Goldman Sachs
New York
$313M 2,652,670 +308,161 +13%
Wells Fargo
5
Wells Fargo
California
$208M 1,759,700 -108,255 -6%
VNIM
6
Vaughan Nelson Investment Management
Texas
$157M 1,332,250 -192,000 -13%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$126M 1,067,056 +26,231 +3%
M&T Bank
8
M&T Bank
New York
$123M 1,044,241 +83,802 +9%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$121M 1,025,399 +19,586 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$115M 975,118 +461,480 +90%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$112M 945,462 +14,601 +2%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$107M 901,906 +318,566 +55%
UBS Group
13
UBS Group
Switzerland
$104M 883,333 -92,846 -10%
Northern Trust
14
Northern Trust
Illinois
$95.2M 805,530 +51,068 +7%
SI
15
Stephens Inc
Arkansas
$92.8M 785,688 -1,316 -0.2%
UBS AM
16
UBS AM
Illinois
$76.7M 648,836 +644,836 +16,121%
PI
17
PineBridge Investments
New York
$67.4M 570,200 +191,000 +50%
Citigroup
18
Citigroup
New York
$65.1M 551,330 +416,289 +308%
SF
19
Synovus Financial
Georgia
$59.2M 501,068 +52,769 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$57.4M 485,828 -99,431 -17%
ECM
21
ETrade Capital Management
Virginia
$56.3M 476,806 +15,119 +3%
B
22
Bailard
California
$55.5M 469,623 +413,268 +733%
SV
23
Starboard Value
New York
$52.1M 441,000 +390,000 +765%
BL
24
Balentine LLC
Georgia
$45.7M 386,576 +1,147 +0.3%
Betterment LLC
25
Betterment LLC
New York
$44M 372,583 +12,832 +4%
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