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iShares Russell 2000 Value ETF

363 hedge funds and large institutions have $3.16B invested in iShares Russell 2000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
10.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.61%
New
38
Increased
133
Reduced
128
Closed
34
Calls
$16.2M
Puts
$31.4M
Net Calls
-$15.2M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
251
M Holdings Securities
Oregon
$351K +$7.02K +75 +2%
SBH
252
Segall Bryant & Hamill
Illinois
$346K +$9.37K +100 +3%
BAC
253
Boys Arnold & Co
North Carolina
$343K -$898K -9,600 -72%
WI
254
Wedgewood Investors
Pennsylvania
$339K -$5.42K -58 -2%
PAS
255
Professional Advisory Services
Florida
$337K
SC
256
Savant Capital
Illinois
$336K
CIBC World Market
257
CIBC World Market
Ontario, Canada
$336K +$10.9K +116 +3%
Mariner
258
Mariner
Kansas
$334K +$77.1K +823 +30%
CNBT
259
Canandaigua National Bank & Trust
New York
$330K +$2.34K +25 +0.7%
LW
260
Linscomb Wealth
Texas
$321K -$2.34K -25 -0.7%
CAM
261
Cubic Asset Management
Massachusetts
$301K
CFB
262
Cullen/Frost Bankers
Texas
$296K -$23.7K -254 -7%
TWA
263
TCI Wealth Advisors
Arizona
$292K +$187 +2 +0.1%
NFG
264
Next Financial Group
Texas
$291K +$290K +3,103 +34,478%
PHAM
265
Palisades Hudson Asset Management
Florida
$288K +$1.59K +17 +0.6%
WPC
266
Waters Parkerson & Co
Louisiana
$282K -$6.19K -66 -2%
EK
267
Evensky & Katz
Florida
$274K +$117K +1,245 +74%
AA
268
Alesco Advisors
New York
$273K -$144K -1,540 -35%
EAM
269
Evanson Asset Management
California
$266K +$467 +5 +0.2%
GF
270
Gerstein Fisher
New York
$266K +$266K +2,844 New
KFS
271
KMS Financial Services
Washington
$265K -$4.86K -52 -2%
SC
272
SouthState Corp
Florida
$263K -$44.9K -480 -15%
CWA
273
Convergent Wealth Advisors
Maryland
$263K +$5.42K +58 +2%
JAM
274
Jolley Asset Management
North Carolina
$262K
Kayne Anderson Rudnick Investment Management
275
Kayne Anderson Rudnick Investment Management
California
$259K +$30.3K +323 +13%