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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 %
LW
276
Linscomb Wealth
Texas
$329K 3,235 -198 -6%
CFB
277
Cullen/Frost Bankers
Texas
$323K 3,171 – –
SFM
278
Systematic Financial Management
New Jersey
$315K 3,100 +1,975 +176%
PHAM
279
Palisades Hudson Asset Management
Florida
$314K 3,086 +11 +0.4%
QC
280
QCM Cayman
Texas
$314K 3,092 +3,092 New
EC
281
Estate Counselors
Wisconsin
$313K 3,075 +3,075 New
TWA
282
TCI Wealth Advisors
Arizona
$306K 3,013 -104 -3%
WPC
283
Waters Parkerson & Co
Louisiana
$306K 3,009 – –
AA
284
Alesco Advisors
New York
$296K 2,915 – –
SAM
285
Southernsun Asset Management
Tennessee
$295K 2,900 +2,900 New
EAM
286
Evanson Asset Management
California
$290K 2,850 +3 +0.1%
SCM
287
Schneider Capital Management
Pennsylvania
$287K 2,824 -10,955 -80%
JAM
288
Jolley Asset Management
North Carolina
$284K 2,795 – –
CIBC World Market
289
CIBC World Market
Ontario, Canada
$282K 2,775 -814 -23%
JCM
290
Jag Capital Management
Missouri
$282K 2,772 +2,772 New
ST
291
Sageworth Trust
Pennsylvania
$281K 2,761 +2,761 New
1IA
292
1834 Investment Advisors
Wisconsin
$278K 2,730 +2,730 New
TI
293
Truepoint Inc
Ohio
$275K 2,703 +6 +0.2%
AIM
294
Allen Investment Management
New York
$270K 2,651 -38 -1%
MPM
295
Meritage Portfolio Management
Kansas
$270K 2,657 – –
WC
296
Walthausen & Co
New York
$264K 2,600 +2,600 New
SHGA
297
Sand Hill Global Advisors
California
$263K 2,585 -30 -1%
TCM
298
Twele Capital Management
Minnesota
$259K 2,548 – –
DDPIC
299
Deroy & Devereaux Private Investment Counsel
Michigan
$258K 2,540 +2,540 New
DJSG
300
D.J. St. Germain
Massachusetts
$253K 2,485 – –
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