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iShares Russell 2000 Value ETF
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Overview Fund Activity

403 hedge funds and large institutions have $3.96B invested in iShares Russell 2000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 108 reducing their positions, and 31 closing their positions.

Holders
403
Holders Change
+40
Holders Change %
+11.02%
% of All Funds
10.76%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.77%
New
81
Increased
148
Reduced
108
Closed
31
Calls
$20.6M
Puts
$63.7M
Net Calls
-$43.1M
Net Calls Change
-$27.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$437M
2
UBS Group
2
UBS Group
Switzerland
$73.8M
3
Macquarie Group
3
Macquarie Group
Australia
$35.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
MAA
5
Managed Account Advisors
New Jersey
$43.8M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
LAM
2
Lapides Asset Management
Connecticut
$0
3
M&T Bank
3
M&T Bank
New York
$74.7M
4
CS
4
Credit Suisse
Switzerland
$11.8M
5
SCM
5
Shapiro Capital Management
Georgia
$399K
Name Market Value Shares Shares
Change 		Shares
Change %
1GA
251
1st Global Advisors
Texas
$526K 5,171 +751 +17%
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$526K 5,170 +2,407 +87%
PAI
253
Pittenger & Anderson Inc
Nebraska
$524K 5,150 – –
DC
254
Davenport & Co
Virginia
$523K 5,148 +5,148 New
FHA
255
First Horizon Advisors
Tennessee
$513K 5,025 -105 -2%
FNBT
256
FineMark National Bank & Trust
Florida
$464K 4,564 -212 -4%
CANC
257
Culbertson A N & Co
Virginia
$445K 4,376 -32 -0.7%
CC
258
Cassaday & Co
Virginia
$436K 4,292 +4,292 New
IIM
259
Ironwood Investment Management
Massachusetts
$434K 4,265 +4,265 New
CAMI
260
Concord Asset Management (Illinois)
Illinois
$431K 4,235 +4,235 New
DPI
261
Diversified Portfolios Inc
Michigan
$417K 4,101 +4,101 New
PSI
262
Pinnacle Summer Investments
Virginia
$416K 4,095 +5 +0.1%
SPL
263
Smart Portfolios LLC
Washington
$413K 4,073 +173 +4%
WA
264
Winfield Associates
Ohio
$408K 4,010 -8,450 -68%
SCM
265
Shapiro Capital Management
Georgia
$399K 3,920 -86,700 -96%
LWM
266
LBA Wealth Management
Florida
$392K 3,854 -60 -2%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$389K 3,871 +71 +2%
MHS
268
M Holdings Securities
Oregon
$387K 3,802 +50 +1%
SBH
269
Segall Bryant & Hamill
Illinois
$376K 3,693 – –
Mariner
270
Mariner
Kansas
$373K 3,671 +104 +3%
WI
271
Wedgewood Investors
Pennsylvania
$366K 3,603 -22 -0.6%
PAS
272
Professional Advisory Services
Florida
$366K 3,598 – –
SC
273
Savant Capital
Illinois
$365K 3,595 – –
CNBT
274
Canandaigua National Bank & Trust
New York
$358K 3,522 – –
FPTW
275
Franklin, Parlapiano, Turner & Welch
Texas
$331K 3,253 -2,235 -41%
9 10
11
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