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iShares Russell 2000 Value ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.57B invested in iShares Russell 2000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+40
Holders Change %
+12.2%
% of All Funds
10.69%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
70
Increased
119
Reduced
126
Closed
25
Calls
$7.42M
Puts
$16M
Net Calls
-$8.57M
Net Calls Change
-$14.8M

Top Buyers

1
AIG
1
American International Group
New York
$47.6M
2
MCM
2
Munder Capital Management
Michigan
$24.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.9M
4
CM
4
Churchill Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$374M

Top Sellers

1
CC
1
Curian Capital
Colorado
$97.9M
2
Citigroup
2
Citigroup
New York
$24.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$213M
4
Wells Fargo
4
Wells Fargo
California
$155M
5
SV
5
Starboard Value
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JRP
76
Jasper Ridge Partners
California
$7.2M 72,386 – –
LFG
77
LifePlan Financial Group
Ohio
$7.13M 71,682 +1,150 +2%
PA
78
Parkside Advisors
California
$7.07M 71,067 +71,067 New
WT
79
Whittier Trust
California
$6.93M 69,684 -75,300 -52%
DC
80
Deere & Company
Illinois
$6.9M 69,300 +26,900 +63%
WTNA
81
Wilmington Trust National Association
Delaware
$6.77M 68,052 +24,470 +56%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.75M 67,800 – –
LI
83
LMCG Investments
Massachusetts
$6.14M 61,712 -2,359 -4%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$5.92M 59,498 +25,968 +77%
Boston Partners
85
Boston Partners
Massachusetts
$5.87M 59,000 -97,200 -62%
OC
86
Oppenheimer & Co
New York
$5.79M 58,212 +36,684 +170%
RFA
87
Reilly Financial Advisors
California
$5.52M 55,478 +1,287 +2%
VNIM
88
Vaughan Nelson Investment Management
Texas
$5.43M 54,593 -45,850 -46%
CS
89
Credit Suisse
Switzerland
$5.34M 53,689 +5,880 +12%
AG
90
Appleton Group
Wisconsin
$5.28M 53,106 +1,002 +2%
CCMLC
91
Cardinal Capital Management LLC (Connecticut)
Connecticut
$5.1M 51,267 +51,267 New
B
92
Baird
Wisconsin
$5.05M 50,784 +13,127 +35%
GIA
93
GHP Investment Advisors
Colorado
$5M 50,264 -7 -0%
PVH
94
Psagot Value Holdings
Israel
$4.91M 49,384 -545 -1%
BTS
95
BB&T Securities
Virginia
$4.9M 4,922 +1,555 +46%
BF
96
BOK Financial
Oklahoma
$4.89M 49,105 +432 +0.9%
WPW
97
Waldron Private Wealth
Pennsylvania
$4.82M 48,451 +48,451 New
Invesco
98
Invesco
Georgia
$4.74M 47,676 -2,555 -5%
FTUS
99
Flow Traders U.S.
New York
$4.62M 46,436 +46,436 New
Truist Financial
100
Truist Financial
North Carolina
$4.43M 44,502 +14,615 +49%
2 3
4
5 6