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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 %
CL
51
Choreo LLC
Illinois
$12.8M 126,239 +9,497 +8%
DADC
52
D.A. Davidson & Co
Montana
$12.8M 125,976 +8,517 +7%
DPIM
53
Duff & Phelps Investment Management
Illinois
$12.5M 123,040 +1,200 +1%
OC
54
Oppenheimer & Co
New York
$12M 117,815 -12,041 -9%
IFA
55
Interactive Financial Advisors
Illinois
$12M 117,727 -9,389 -7%
KAM
56
Keeley Asset Management
Illinois
$11.9M 116,790 +116,790 New
CS
57
Credit Suisse
Switzerland
$11.8M 116,154 -93,201 -45%
CONA
58
Capital One National Association
New York
$11.5M 113,415 -4,530 -4%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$11.5M 112,770 +89,152 +377%
BWM
60
Braver Wealth Management
Massachusetts
$10.8M 106,651 +74,760 +234%
SCG
61
Sonata Capital Group
Washington
$10.8M 106,347 +106,347 New
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$10.6M 104,010 -9,700 -9%
VNIM
63
Vaughan Nelson Investment Management
Texas
$9.49M 93,300 +18,400 +25%
WAM
64
Wolverine Asset Management
Illinois
$9.47M 93,157 +93,157 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$9.44M 92,881 +3,672 +4%
OCM
66
One Capital Management
California
$9.42M 92,666 +5,807 +7%
Stifel Financial
67
Stifel Financial
Missouri
$9.12M 89,647 +30,735 +52%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$8.82M 86,741 +1,580 +2%
KeyBank National Association
69
KeyBank National Association
Ohio
$8.72M 85,720 -6,119 -7%
FBFS
70
First Business Financial Services
Wisconsin
$8.7M 85,582 -18,273 -18%
ClearBridge Investments
71
ClearBridge Investments
New York
$8.56M 84,199 -16,281 -16%
DLHL
72
Donald L. Hagan LLC
Florida
$8.55M 84,120 +84,120 New
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.55M 84,100 -15,500 -16%
FWM
74
Focused Wealth Management
New York
$8.46M 83,216 +83,216 New
V
75
Veritable
Delaware
$8.46M 83,193 +354 +0.4%
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