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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 %
NG
401
NatWest Group
United Kingdom
$989 9,724 -5,639 -37%
Manulife (Manufacturers Life Insurance)
402
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$782 7,692 -258 -3%
BRWA
403
B. Riley Wealth Advisors
Florida
$166 1,628 +1,628 New
CM
404
Churchill Management
California
– – -928,447 Closed
LAM
405
Lapides Asset Management
Connecticut
– – -245,400 Closed
HHC
406
Hutchin Hill Capital
New York
– – -64,115 Closed
VanEck Associates
407
VanEck Associates
New York
– – -56,699 Closed
NFA
408
Nationwide Fund Advisors
Ohio
– – -29,600 Closed
Schroder Investment Management Group
409
Schroder Investment Management Group
United Kingdom
– – -20,800 Closed
Citadel Advisors
410
Citadel Advisors
Florida
– – -12,322 Closed
RJFSA
411
Raymond James Financial Services Advisors
Florida
– – -11,696 Closed
PI
412
Putnam Investments
Massachusetts
– – -10,596 Closed
OCG
413
Opus Capital Group
Ohio
– – -10,050 Closed
Verition Fund Management
414
Verition Fund Management
Connecticut
– – -7,439 Closed
Lord, Abbett & Co
415
Lord, Abbett & Co
New Jersey
– – -6,312 Closed
NFG
416
Noven Financial Group
Colorado
– – -5,142 Closed
PG
417
PEAK6 Group
Illinois
– – -4,600 Closed
SC
418
Sumit Capital
New York
– – -4,469 Closed
BPC
419
Banque Pictet & Cie
Switzerland
– – -3,800 Closed
PCM
420
Piermont Capital Management
Missouri
– – -3,800 Closed
BAC
421
Boys Arnold & Co
North Carolina
– – -3,665 Closed
CWA
422
Convergent Wealth Advisors
Maryland
– – -2,814 Closed
BSWMG
423
Barrington Strategic Wealth Management Group
Illinois
– – -2,465 Closed
SIM
424
SSI Investment Management
California
– – -1,740 Closed
BBHC
425
Brown Brothers Harriman & Co
New York
– – -1,435 Closed
14 15 16
17
18