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iShares Russell 2000 Value ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.57B invested in iShares Russell 2000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+40
Holders Change %
+12.2%
% of All Funds
10.69%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
70
Increased
119
Reduced
126
Closed
25
Calls
$7.42M
Puts
$16M
Net Calls
-$8.57M
Net Calls Change
-$14.8M

Top Buyers

1
AIG
1
American International Group
New York
$47.6M
2
MCM
2
Munder Capital Management
Michigan
$24.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.9M
4
CM
4
Churchill Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$374M

Top Sellers

1
CC
1
Curian Capital
Colorado
$97.9M
2
Citigroup
2
Citigroup
New York
$24.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$213M
4
Wells Fargo
4
Wells Fargo
California
$155M
5
SV
5
Starboard Value
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
301
Private Advisor Group
New Jersey
$232K 2,331 +2,331 New
FTI
302
Fiduciary Trust International
Massachusetts
$223K 2,243 -1,300 -37%
MDCM
303
Morgan Dempsey Capital Management
Wisconsin
$223K 2,240 +2,240 New
1IA
304
1834 Investment Advisors
Wisconsin
$214K 2,151 +2,151 New
SMC
305
Smith, Moore & Co
Missouri
$207K 2,081 +2,081 New
RJT
306
Raymond James Trust
Florida
$203K 2,039 +2,039 New
AIS
307
American Investment Services
Massachusetts
$201K 2,018 -380 -16%
CWM
308
Concert Wealth Management
California
$201K 2,040 -198 -9%
EK
309
Evensky & Katz
Florida
$193K 1,942 +5 +0.3%
MBT
310
Monroe Bank & Trust
Michigan
$189K 1,900 – –
WCM
311
Wealthcare Capital Management
Virginia
$151K 1,521 -755 -33%
RNS
312
Robert N. Shapiro
$146K 1,465 – –
CAL
313
Capital Advisors Ltd
Ohio
$143K 1,438 +1,438 New
PFA
314
Paradigm Financial Advisors
Missouri
$136K 1,363 +1,363 New
ST
315
Smithfield Trust
Pennsylvania
$133K 1,340 – –
AC
316
Alexandria Capital
Virginia
$123K 1,240 +1 +0.1%
KCPG
317
Kavar Capital Partners Group
Kansas
$118K 1,186 +1,186 New
CWM
318
Cranbrook Wealth Management
Michigan
$117K 1,176 +1,176 New
MFBTD
319
MB Financial Bank - Trust Department
Illinois
$116K 1,168 – –
WA
320
Waverly Advisors
Alabama
$112K 1,125 +11 +1%
PTC
321
Private Trust Company
Ohio
$109K 1,099 -1,200 -52%
BPBT
322
Boston Private Bank & Trust
Massachusetts
$100K 1,000 – –
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
$86K 865 -7,130 -89%
LIA
324
LS Investment Advisors
Michigan
$85K 850 – –
OC
325
Oakworth Capital
Alabama
$85K 849 +849 New
11 12
13
14 15