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iShares Russell 2000 Value ETF
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Overview Fund Activity

328 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
10.64%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.88%
New
48
Increased
118
Reduced
107
Closed
26
Calls
$44M
Puts
$37.7M
Net Calls
+$6.27M
Net Calls Change
+$15M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$227M
2
CC
2
Curian Capital
Colorado
$148M
3
Wells Fargo
3
Wells Fargo
California
$166M
4
NSCM
4
New South Capital Management
Tennessee
$63.4M
5
Bank of America
5
Bank of America
North Carolina
$327M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.44M
2
TRCT
2
Tower Research Capital (TRC)
New York
$6.51M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
SI
4
Stephens Inc
Arkansas
$48M
5
WF
5
WealthTrust Fairport
Ohio
$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFC
226
AFT Forsyth & Company
Florida
$472K +$4.58K +50 +1%
JFG
227
JMG Financial Group
Illinois
$458K – – –
HNB
228
Huntington National Bank
Ohio
$457K -$833K – –
KFS
229
KMS Financial Services
Washington
$451K +$451K +4,915 New
CANC
230
Culbertson A N & Co
Virginia
$432K – – –
FLPIM
231
F.L. Putnam Investment Management
Massachusetts
$428K +$214K +2,336 +100%
1GA
232
1st Global Advisors
Texas
$420K -$11.6K -127 -3%
IH
233
IFC Holdings
Florida
$418K +$1.57K +17 +0.4%
DMC
234
Drexel Morgan & Co
Pennsylvania
$417K – – –
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$394K – – –
JAM
236
Jolley Asset Management
North Carolina
$392K -$25.6K -280 -6%
PSI
237
Pinnacle Summer Investments
Virginia
$377K +$733 +8 +0.2%
TCM
238
Texan Capital Management
Texas
$373K -$665K -7,250 -64%
CWA
239
Convergent Wealth Advisors
Maryland
$371K +$371K +4,053 New
MPM
240
Meritage Portfolio Management
Kansas
$365K +$12.7K +139 +4%
CAN
241
Cetera Advisor Networks
California
$364K +$97.6K +1,065 +37%
WI
242
Wedgewood Investors
Pennsylvania
$363K -$27.5K -300 -7%
NL
243
NWAM LLC
Washington
$361K -$87.1K -817 -19%
SCM
244
Sterneck Capital Management
Missouri
$357K -$284K -3,100 -44%
TWA
245
TCI Wealth Advisors
Arizona
$357K -$7.78K -85 -2%
BAM
246
Berkshire Asset Management
Pennsylvania
$342K – – –
SBH
247
Segall Bryant & Hamill
Illinois
$342K – – –
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$332K +$332K +3,625 New
SC
249
Savant Capital
Illinois
$329K – – –
FTI
250
Fiduciary Trust International
Massachusetts
$325K +$2.94K +32 +0.9%
8 9
10
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