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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 Holding Trade Value Shares
Change 		Shares
Change %
CONA
51
Capital One National Association
New York
$13.5M -$1.07M -11,668 -7%
WT
52
Whittier Trust
California
$13.3M +$178K +1,942 +1%
IFA
53
Interactive Financial Advisors
Illinois
$13.1M +$250K +2,732 +2%
RFC
54
Russell Frank Company
Washington
$13.1M +$13.1M +142,800 New
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$13M – – –
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$11.5M +$367K +4,004 +3%
WAM
57
Wolverine Asset Management
Illinois
$11.3M -$3.12M -34,093 -22%
FBFS
58
First Business Financial Services
Wisconsin
$11.2M +$1.59M +17,404 +17%
DPIM
59
Duff & Phelps Investment Management
Illinois
$11.1M +$200K +2,180 +2%
SCM
60
Shapiro Capital Management
Georgia
$11M -$1.22M -13,300 -10%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$10.9M +$9.57M +104,483 +715%
GML
62
Gems Management Ltd
Bahamas
$10.2M +$10.2M +111,425 New
BWM
63
Braver Wealth Management
Massachusetts
$10M +$4.63M +51,065 +86%
EBIM
64
Eagle Boston Investment Management
Massachusetts
$9.74M -$235K -2,568 -2%
WSTAM
65
Wilbanks Smith & Thomas Asset Management
Virginia
$9.65M +$641K +6,998 +7%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$9.49M -$686K -7,485 -7%
VNIM
67
Vaughan Nelson Investment Management
Texas
$9.21M +$9.21M +100,443 New
BFA
68
Beaumont Financial Advisors
Massachusetts
$9.11M +$9.11M +99,387 New
DADC
69
D.A. Davidson & Co
Montana
$8.47M +$14K +153 +0.2%
TH
70
Timber Hill
Connecticut
$8.41M +$8.41M +91,796 New
American Century Companies
71
American Century Companies
Missouri
$8.32M +$8.32M +90,762 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$8.26M +$4.12M +44,915 +99%
KeyBank National Association
73
KeyBank National Association
Ohio
$7.93M -$17M -185,971 -68%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$7.8M +$153K +1,668 +2%
V
75
Veritable
Delaware
$7.68M -$58.6K -640 -0.8%
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