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iShares Russell 2000 Value ETF
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Overview Fund Activity

362 hedge funds and large institutions have $3.39B invested in iShares Russell 2000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-12
Holders Change %
-3.21%
% of All Funds
10.41%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.75%
New
25
Increased
127
Reduced
130
Closed
35
Calls
$30.6M
Puts
$19.8M
Net Calls
+$10.9M
Net Calls Change
+$3.59M

Top Buyers

1
Citigroup
Citigroup
New York
$49.4M
2
TCT
TIAA CREF Trust
Missouri
$229M
3
AL
AJO LP
Pennsylvania
$12.7M
4
Bank of America
Bank of America
North Carolina
$234M
5
HHC
Hutchin Hill Capital
New York
$11.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$165M
2
MCM
Munder Capital Management
Michigan
$249K
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$0
4
X
Xponance
Pennsylvania
$0
5
SF
Synovus Financial
Georgia
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBT
251
Canandaigua National Bank & Trust
New York
$361K +$48.3K +468 +15%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$359K +$3.31K +32 +0.9%
LW
253
Linscomb Wealth
Texas
$357K +$5.99K +58 +2%
CFB
254
Cullen/Frost Bankers
Texas
$354K – – –
PFP
255
Pinnacle Financial Partners
Tennessee
$341K +$80.6K +780 +31%
SC
256
SouthState Corp
Florida
$340K +$21.7K +210 +7%
CAM
257
Cubic Asset Management
Massachusetts
$332K +$11.1K +108 +3%
TWA
258
TCI Wealth Advisors
Arizona
$322K -$51.8K -501 -14%
Bessemer Group
259
Bessemer Group
New Jersey
$322K – – –
WF
260
WealthTrust Fairport
Ohio
$318K -$152K -1,477 -32%
WPC
261
Waters Parkerson & Co
Louisiana
$318K +$62K +600 +24%
PHAM
262
Palisades Hudson Asset Management
Florida
$316K +$1.14K +11 +0.4%
KFS
263
KMS Financial Services
Washington
$298K -$189K -1,832 -39%
ABP
264
Arthur B. Page
$295K – – –
EAM
265
Evanson Asset Management
California
$293K +$12.7K +123 +5%
AWA
266
ARS Wealth Advisors
Florida
$291K +$929 +9 +0.3%
VFS
267
VSR Financial Services
Kansas
$291K +$41.8K +404 +17%
JAM
268
Jolley Asset Management
North Carolina
$289K -$154K -1,485 -35%
CWA
269
Convergent Wealth Advisors
Maryland
$285K -$39.3K -380 -12%
Mariner
270
Mariner
Kansas
$283K -$928 -9 -0.3%
MPM
271
Meritage Portfolio Management
Kansas
$281K -$41.2K -400 -13%
PAG
272
Private Advisor Group
New Jersey
$274K -$1.14K -11 -0.4%
TCM
273
Twele Capital Management
Minnesota
$269K – – –
SHGA
274
Sand Hill Global Advisors
California
$267K – – –
BSWMG
275
Barrington Strategic Wealth Management Group
Illinois
$262K +$262K +2,540 New
9 10
11
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