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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.

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

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.44M
2
TRCT
2
Tower Research Capital (TRC)
New York
$6.51M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
SI
4
Stephens Inc
Arkansas
$48M
5
WF
5
WealthTrust Fairport
Ohio
$808K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$29.3M 320,166 +15,852 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$28.2M 307,682 -59,536 -16%
EIP
28
Epoch Investment Partners
New York
$27.6M 301,100 -99,100 -25%
CB
29
Commerce Bank
Missouri
$27.3M 297,754 -8,757 -3%
FIMS
30
FBL Investment Management Services
Iowa
$27.1M 304,744 +161,822 +113%
LPL Financial
31
LPL Financial
California
$26.1M 279,563 -10,384 -4%
LAM
32
Lapides Asset Management
Connecticut
$23M 251,200 -30,000 -11%
MA
33
MUFG Americas
New York
$22.5M 246,049 -22,213 -8%
SV
34
Starboard Value
New York
$22.4M 244,899 +165,000 +207%
ZF
35
Zhang Financial
Michigan
$22M 240,499 +617 +0.3%
Macquarie Group
36
Macquarie Group
Australia
$22M 239,912 -150,088 -38%
FT
37
Fiduciary Trust
Massachusetts
$21.3M 232,185 -6,447 -3%
CCMG
38
Clark Capital Management Group
Pennsylvania
$19.7M 215,504 +215,504 New
US Bancorp
39
US Bancorp
Minnesota
$19.3M 210,249 -8,036 -4%
BUB
40
BBVA USA Bancshares
Texas
$18.5M 201,850 +10,210 +5%
WT
41
Wilmington Trust
Delaware
$17.3M 189,112 -102 -0.1%
MGIA
42
Moneta Group Investment Advisors
Missouri
$16.5M 179,782 -1,465 -0.8%
WCM
43
Weyland Capital Management
New Hampshire
$16.4M 179,002 +1,385 +0.8%
JA
44
JOYN Advisors
Georgia
$15.7M 171,789 +171,789 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$15.5M 169,304 -10,263 -6%
SG Americas Securities
46
SG Americas Securities
New York
$15.2M 165,680 +89,880 +119%
LMIM
47
Lockheed Martin Investment Management
Maryland
$14.3M 156,228 – –
Boston Partners
48
Boston Partners
Massachusetts
$14.3M 156,200 +156,200 New
ClearBridge Investments
49
ClearBridge Investments
New York
$14M 152,280 -62,240 -29%
Victory Capital Management
50
Victory Capital Management
Texas
$13.5M 147,300 +147,300 New
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