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iShares Russell 2000 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$227M
2
CC
Curian Capital
Colorado
$148M
3
Wells Fargo
Wells Fargo
California
$166M
4
NSCM
New South Capital Management
Tennessee
$63.4M
5
Bank of America
Bank of America
North Carolina
$327M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$1.44M
2
TRCT
Tower Research Capital (TRC)
New York
$6.51M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$0
4
SI
Stephens Inc
Arkansas
$48M
5
WF
WealthTrust Fairport
Ohio
$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
326
Alerus Investment Advisors
Minnesota
$2K -$15.8K -213 -89%
JFA
327
JNBA Financial Advisors
Minnesota
$2K – – –
CP
328
Corbenic Partners
Pennsylvania
$1K +$1K +14 New
OIA
329
Optimum Investment Advisors
Illinois
$1K +$1K +15 New
RJFSA
330
Raymond James Financial Services Advisors
Florida
– -$22M -256,232 Closed
SWM
331
Strategic Wealth Management
Washington
– -$8.21M -95,592 Closed
RA
332
Royce & Associates
New York
– -$5.21M -60,600 Closed
PG
333
PEAK6 Group
Illinois
– -$3.37K -39,172 Closed
AB
334
Atlas Brown
Kentucky
– -$3.04M -35,391 Closed
WCF
335
West Coast Financial
California
– -$2.1M -24,440 Closed
Charles Schwab
336
Charles Schwab
California
– -$1.22M -14,000 Closed
ACM
337
Argentus Capital Management
Texas
– -$1.07M -12,454 Closed
VAM
338
Visionary Asset Management
Texas
– -$1M -11,636 Closed
I
339
IberiaBank
Louisiana
– -$348K -4,056 Closed
BCM
340
Bridgeway Capital Management
Texas
– -$344K -4,000 Closed
GC
341
Guggenheim Capital
Illinois
– -$318K -3,700 Closed
SBCM
342
Silver Bridge Capital Management
Massachusetts
– -$257K -2,994 Closed
JCM
343
Jag Capital Management
Missouri
– -$239K -2,784 Closed
HCM
344
Hengehold Capital Management
Ohio
– -$232K -2,698 Closed
KAM
345
Keeley Asset Management
Illinois
– -$210K -2,450 Closed
MOACM
346
Mutual of America Capital Management
New York
– -$168K -1,960 Closed
ECAM
347
East Coast Asset Management
Massachusetts
– -$84K -978 Closed
TFA
348
Transamerica Financial Advisors
Florida
– -$21K -240 Closed
JFGIW
349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$17K -200 Closed
T
350
Thomaspartners
Massachusetts
– -$15K -173 Closed
11 12 13
14
15