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iShares Russell 2000 Value ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.57B invested in iShares Russell 2000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+40
Holders Change %
+12.2%
% of All Funds
10.69%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
70
Increased
119
Reduced
126
Closed
25
Calls
$7.42M
Puts
$16M
Net Calls
-$8.57M
Net Calls Change
-$14.8M

Top Buyers

1
AIG
1
American International Group
New York
$47.6M
2
MCM
2
Munder Capital Management
Michigan
$24.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.9M
4
CM
4
Churchill Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$374M

Top Sellers

1
CC
1
Curian Capital
Colorado
$97.9M
2
Citigroup
2
Citigroup
New York
$24.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$213M
4
Wells Fargo
4
Wells Fargo
California
$155M
5
SV
5
Starboard Value
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
226
Principal Financial Group
Iowa
$547K 5,497 +5,497 New
SCM
227
SOL Capital Management
Maryland
$540K 5,430 – –
TH
228
TCTC Holdings
Texas
$519K 5,212 – –
CBN
229
Cadence Bank NA
Texas
$518K 5,208 -107 -2%
KFA
230
Kelleher Financial Advisors
New York
$517K 5,193 -31 -0.6%
PAI
231
Pittenger & Anderson Inc
Nebraska
$517K 5,200 – –
Neuberger Berman Group
232
Neuberger Berman Group
New York
$508K 5,102 +5,102 New
MFS
233
MSI Financial Services
Massachusetts
$500K 5,025 +2,060 +69%
FHA
234
First Horizon Advisors
Tennessee
$499K 5,279 -807 -13%
JFG
235
JMG Financial Group
Illinois
$498K 5,002 – –
BPCA
236
Bank Pictet & Cie (Asia)
Singapore
$498K 5,000 +5,000 New
NES
237
New England Securities
New York
$494K 4,965 +1,615 +48%
CIM
238
Confluence Investment Management
Missouri
$478K 4,804 -14,269 -75%
PCM
239
Prelude Capital Management
New York
$473K 4,750 +4,750 New
CANC
240
Culbertson A N & Co
Virginia
$461K 4,633 -82 -2%
Natixis Advisors
241
Natixis Advisors
Massachusetts
$458K 4,601 +1,355 +42%
DMC
242
Drexel Morgan & Co
Pennsylvania
$452K 4,545 – –
LWM
243
LBA Wealth Management
Florida
$446K 4,478 +4,478 New
DMS
244
Discretionary Management Services
Kansas
$438K 4,400 -1,050 -19%
KFS
245
KMS Financial Services
Washington
$437K 4,396 -519 -11%
HB
246
Homrich & Berg
Georgia
$433K 4,356 +4,356 New
JAM
247
Jolley Asset Management
North Carolina
$426K 4,280 – –
RIM
248
Regent Investment Management
Kentucky
$422K 4,237 -8,495 -67%
GF
249
Gerstein Fisher
New York
$420K 4,214 +4,214 New
CAM
250
Cubic Asset Management
Massachusetts
$419K 4,216 +1,125 +36%
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