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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 %
SC
301
SouthState Corp
Florida
$252K 2,474 -338 -12%
TDC
302
Thompson Davis & Co
Virginia
$252K 2,480 +2,000 +417%
SFM
303
Signet Financial Management
New Jersey
$252K 2,479 +2,479 New
HSA
304
HBK Sorce Advisory
Pennsylvania
$251K 2,471 -14 -0.6%
RIM
305
Regent Investment Management
Kentucky
$250K 2,461 – –
CFA
306
CT Financial Advisors
Pennsylvania
$244K 2,399 +2,399 New
HCM
307
Horrell Capital Management
Arkansas
$244K 2,411 – –
FANJ
308
Financial Architects (New Jersey)
New Jersey
$244K 2,395 – –
WF
309
WealthTrust Fairport
Ohio
$243K 2,390 – –
AW
310
ACG Wealth
Georgia
$242K 2,381 – –
PFA
311
Paradigm Financial Advisors
Missouri
$242K 2,383 +10 +0.4%
AWA
312
ARS Wealth Advisors
Florida
$239K 2,348 – –
MCC
313
Mid Continent Capital
Illinois
$238K 2,340 – –
TAM
314
Tocqueville Asset Management
New York
$230K 2,260 +2,260 New
CAL
315
Capital Analysts LLC
Pennsylvania
$228K 2,240 +1,040 +87%
Barclays
316
Barclays
United Kingdom
$226K 2,242 -5,692 -72%
TH
317
TCTC Holdings
Texas
$225K 2,212 -3,000 -58%
CRM
318
Cramer Rosenthal McGlynn
Connecticut
$224K 2,200 +2,200 New
SC
319
Scotia Capital
Ontario, Canada
$218K 2,140 +2,140 New
MCM
320
Manchester Capital Management
Vermont
$217K 2,137 – –
VFS
321
VSR Financial Services
Kansas
$216K 2,123 -150 -7%
CL
322
CPWM LLC
Washington
$216K 2,122 +2,122 New
PAG
323
Private Advisor Group
New Jersey
$215K 2,112 -31 -1%
WA
324
Wealth Architects
California
$214K 2,108 +2,108 New
SMC
325
Smith, Moore & Co
Missouri
$213K 2,093 +2,093 New
11 12
13
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