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iShares Russell 2000 Value ETF
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Overview Fund Activity

374 hedge funds and large institutions have $3.4B invested in iShares Russell 2000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 140 reducing their positions, and 40 closing their positions.

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
10.81%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.84%
New
48
Increased
109
Reduced
140
Closed
40
Calls
$30.3M
Puts
$23.1M
Net Calls
+$7.28M
Net Calls Change
+$15.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46M
2
Morgan Stanley
2
Morgan Stanley
New York
$204M
3
TCT
3
TIAA CREF Trust
Missouri
$198M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$17.6M
5
X
5
Xponance
Pennsylvania
$17.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$216M
2
B
2
Bailard
California
$2.4M
3
AIG
3
American International Group
New York
$1.66M
4
CC
4
Curian Capital
Colorado
$67.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.22M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
76
One Capital Management
California
$8.34M 82,703 +82,703 New
MAA
77
Managed Account Advisors
New Jersey
$7.46M 73,956 -65,752 -47%
JRP
78
Jasper Ridge Partners
California
$7.3M 72,386 – –
PA
79
Parkside Advisors
California
$7.17M 71,094 +27 +0%
Ameriprise
80
Ameriprise
Minnesota
$7.07M 70,098 -4,357 -6%
WT
81
Whittier Trust
California
$6.97M 69,139 -545 -0.8%
BF
82
BOK Financial
Oklahoma
$6.97M 69,145 +20,040 +41%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.84M 67,800 – –
LI
84
LMCG Investments
Massachusetts
$6.71M 66,505 +4,793 +8%
WRF
85
Waddell & Reed Financial
Kansas
$6.56M 65,000 +65,000 New
VNIM
86
Vaughan Nelson Investment Management
Texas
$6.55M 64,993 +10,400 +19%
CC
87
Courier Capital
New York
$6.35M 62,958 -17,808 -22%
LFG
88
LifePlan Financial Group
Ohio
$6.3M 62,481 -9,201 -13%
DC
89
Deere & Company
Illinois
$6.18M 61,300 -8,000 -12%
DA
90
DSC Advisors
Illinois
$5.95M 58,998 +58,998 New
RFA
91
Reilly Financial Advisors
California
$5.81M 57,600 +2,122 +4%
VF
92
Virtu Financial
New York
$5.6M 55,480 -150,209 -73%
GIA
93
GHP Investment Advisors
Colorado
$5.17M 51,256 +992 +2%
AG
94
Appleton Group
Wisconsin
$5.05M 50,110 -2,996 -6%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$4.84M 47,247 +47,247 New
BTS
96
BB&T Securities
Virginia
$4.72M 4,682 -240 -5%
WPW
97
Waldron Private Wealth
Pennsylvania
$4.61M 45,731 -2,720 -6%
B
98
Baird
Wisconsin
$4.55M 45,125 -5,659 -11%
Truist Financial
99
Truist Financial
North Carolina
$4.53M 44,911 +409 +0.9%
PVH
100
Psagot Value Holdings
Israel
$4.53M 44,880 -4,504 -9%
2 3
4
5 6