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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 %
SIA
326
Stancorp Investment Advisers
Oregon
$213K 2,099 +2,099 New
EWM
327
Evercore Wealth Management
New York
$209K 2,060 -5,698 -73%
GF
328
Gerstein Fisher
New York
$207K 2,033 -811 -29%
WT
329
Washington Trust
Rhode Island
$202K 1,982 +1,982 New
FHB
330
First Hawaiian Bank
Hawaii
$201K 1,973 -315 -14%
LA
331
Leonetti & Associates
Illinois
$201K 1,975 +1,975 New
HNB
332
Huntington National Bank
Ohio
– – – –
MBT
333
Monroe Bank & Trust
Michigan
$193K 1,900 +1,900 New
SEI Investments
334
SEI Investments
Pennsylvania
$184K 1,807 +1,807 New
DBT
335
Dubuque Bank & Trust
Iowa
$171K 1,680 +1,680 New
EK
336
Evensky & Katz
Florida
$163K 1,611 -1,316 -45%
ST
337
Smithfield Trust
Pennsylvania
$160K 1,570 – –
CPIG
338
Chicago Partners Investment Group
Illinois
$146K 1,440 +1,440 New
CWM
339
Cranbrook Wealth Management
Michigan
$144K 1,418 – –
GWA
340
Genesis Wealth Advisors
Massachusetts
$143K 1,400 +1,400 New
BAM
341
Barrett Asset Management
New York
$120K 1,177 +75 +7%
WCM
342
Wealthcare Capital Management
Virginia
$119K 1,171 – –
CAL
343
Capital Advisors Ltd
Ohio
$115K 1,135 – –
AC
344
Alexandria Capital
Virginia
$107K 1,052 -181 -15%
NFG
345
NewFocus Financial Group
Washington
$101K 989 +989 New
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$100K 988 -44,314 -98%
MFBTD
347
MB Financial Bank - Trust Department
Illinois
$98K 963 -1,186 -55%
IC
348
Intersect Capital
California
$98K 962 +962 New
WA
349
Waverly Advisors
Alabama
$95K 938 +18 +2%
VIA
350
Vantage Investment Advisors
Pennsylvania
$93K 919 – –
12 13
14
15 16