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iShares Russell 2000 Value ETF
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Overview Fund Activity

363 hedge funds and large institutions have $3.16B invested in iShares Russell 2000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 128 reducing their positions, and 34 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
10.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.61%
New
38
Increased
133
Reduced
128
Closed
34
Calls
$16.2M
Puts
$31.4M
Net Calls
-$15.2M
Net Calls Change
-$26.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$221M
2
Morgan Stanley
2
Morgan Stanley
New York
$250M
3
M&T Bank
3
M&T Bank
New York
$78.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$141M
5
SG Americas Securities
5
SG Americas Securities
New York
$36.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$10.6M
2
CM
2
Churchill Management
California
$86.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09M
4
EIP
4
Epoch Investment Partners
New York
$0
5
NSCM
5
New South Capital Management
Tennessee
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
76
Reilly Financial Advisors
California
$5.88M +$351K +3,748 +6%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$5.85M +$1.73M +18,496 +42%
JRP
78
Jasper Ridge Partners
California
$5.75M – – –
Stifel Financial
79
Stifel Financial
Missouri
$5.51M +$1.24M +13,258 +29%
VanEck Associates
80
VanEck Associates
New York
$5.31M -$485K -5,188 -8%
Ameriprise
81
Ameriprise
Minnesota
$5.29M -$37.3K -401 -0.7%
Millennium Management
82
Millennium Management
New York
$5.18M +$3.24M +34,656 +167%
BTS
83
BB&T Securities
Virginia
$5.07M +$559K +598 +12%
SGCA
84
Steel Grove Capital Advisors
Tennessee
$4.83M +$1.62M +17,278 +50%
GIA
85
GHP Investment Advisors
Colorado
$4.74M +$17.5K +187 +0.4%
MCM
86
Maple Capital Management
Vermont
$4.67M +$93.8K +1,002 +2%
B
87
Baird
Wisconsin
$4.44M +$159K +1,700 +4%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$4.31M -$67.7K -724 -2%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$4.24M +$4.19M +44,740 +7,961%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$4.23M +$263K +2,806 +7%
BOH
91
Bank of Hawaii
Hawaii
$4.19M +$4.19M +44,815 New
WPW
92
Waldron Private Wealth
Pennsylvania
$4.16M +$49.1K +525 +1%
Allianz Asset Management
93
Allianz Asset Management
Germany
$4.16M +$2.08M +21,000 +100%
SIMM
94
Stillwater Investment Management (Minnesota)
Minnesota
$4.15M +$249K +2,657 +6%
DC
95
Deere & Company
Illinois
$4.15M +$611K +6,531 +17%
FPIS
96
Financial Planning & Information Services
Wisconsin
$4.08M +$48.7K +521 +1%
PVH
97
Psagot Value Holdings
Israel
$4.01M -$185K -1,982 -4%
Jane Street
98
Jane Street
New York
$3.64M +$3.64M +38,871 New
RJA
99
Raymond James & Associates
Florida
$3.58M -$516K -5,515 -13%
FEG
100
Fund Evaluation Group
Ohio
$3.49M -$3.18K -34 -0.1%
2 3
4
5 6