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iShares Russell 2000 Value ETF

328 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
10.64%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.88%
New
48
Increased
118
Reduced
107
Closed
26
Calls
$44M
Puts
$37.7M
Net Calls
+$6.27M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
301
Carroll Financial Associates
North Carolina
$75K +$75K +825 New
PSUF
302
People's United Financial
Connecticut
$73K
KTC
303
Kistler-Tiffany Companies
Pennsylvania
$71K
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$58K -$229K -2,515 -80%
ST
305
Stifel Trust
Missouri
$53K -$18.4K -200 -26%
TGI
306
Tradewinds Global Investors
California
$51K +$51K +560 New
JIC
307
Joel Isaacson & Co
New York
$46K
EWM
308
Elite Wealth Management
Washington
$37K
BC
309
Bartlett & Co
Ohio
$34K
EFSCE
310
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$1.01K -11 -3%
MCM
311
Munder Capital Management
Michigan
$27K +$27K +300 New
HRIA
312
Haberer Registered Investment Advisor
Ohio
$26K
MA
313
MCF Advisors
Kentucky
$26K +$5.96K +58 +30%
MAS
314
Madden Advisory Services
Florida
$24K
1IC
315
1919 Investment Counsel
Maryland
$17K
AssetMark Inc
316
AssetMark Inc
California
$16K +$16K +178 New
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$15K
BCM
318
Breithorn Capital Management
New York
$11K +$11K +120 New
AA
319
AlphaMark Advisors
Kentucky
$9K
WCM
320
Windsor Capital Management
Arizona
$9K +$9K +100 New
SHWM
321
Smith & Howard Wealth Management
Georgia
$7K -$96 -1 -1%
M
322
MOTCO
Texas
$7K
QAM
323
QCI Asset Management
New York
$7K
ARMC
324
American Research & Management Company
Massachusetts
$7K
PFO
325
Pathstone Family Office
New Jersey
$5K