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iShares Russell 2000 Value ETF
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Overview Fund Activity

312 hedge funds and large institutions have $16.3B invested in iShares Russell 2000 Value ETF in 2013 Q2 according to their latest regulatory filings, with 312 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+312
Holders Change %
–
% of All Funds
10.19%
Holding in Top 10
32
Holding in Top 10 Change
+32
Holding in Top 10 Change %
%
% of All Funds
1.04%
New
312
Increased
–
Reduced
–
Closed
–
Calls
$8.83M
Puts
$17.6M
Net Calls
-$8.73M
Net Calls Change
-$8.73M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
51
Lockheed Martin Investment Management
Maryland
$13.4M +$13.4M +156,228 New
SNC
52
Stifel Nicolaus & Co
Missouri
$13M +$13M +151,647 New
WT
53
Whittier Trust
California
$12.3M +$12.3M +143,042 New
FIMS
54
FBL Investment Management Services
Iowa
$12.3M +$12.3M +142,922 New
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$12.2M +$12.2M +142,100 New
IFA
56
Interactive Financial Advisors
Illinois
$12.1M +$12.1M +140,466 New
SCM
57
Shapiro Capital Management
Georgia
$11.5M +$11.5M +133,700 New
Rafferty Asset Management
58
Rafferty Asset Management
New York
$11.4M +$11.4M +132,373 New
OC
59
Oppenheimer & Co
New York
$11.3M +$11.3M +131,676 New
RIA
60
Rushmore Investment Advisors
Texas
$10.7M +$10.7M +124,395 New
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$10.4M +$10.4M +121,605 New
DPIM
62
Duff & Phelps Investment Management
Illinois
$10.2M +$10.2M +118,460 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$9.54M +$9.54M +111,056 New
EBIM
64
Eagle Boston Investment Management
Massachusetts
$9.35M +$9.35M +108,897 New
FBFS
65
First Business Financial Services
Wisconsin
$9.03M +$9.03M +105,174 New
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$8.44M +$8.44M +98,255 New
SWM
67
Strategic Wealth Management
Washington
$8.21M +$8.21M +95,592 New
DADC
68
D.A. Davidson & Co
Montana
$7.92M +$7.92M +92,248 New
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.68M +$7.68M +89,400 New
V
70
Veritable
Delaware
$7.25M +$7.25M +84,396 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$7.17M +$7.17M +83,480 New
SV
72
Starboard Value
New York
$6.86M +$6.86M +79,899 New
CIM
73
Confluence Investment Management
Missouri
$6.57M +$6.57M +76,494 New
Comerica Bank
74
Comerica Bank
Texas
$6.52M +$6.52M +75,847 New
SG Americas Securities
75
SG Americas Securities
New York
$6.51M +$6.51M +75,800 New
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