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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 %
MCM
76
MAI Capital Management
Ohio
$8.18M 80,443 +80,443 New
BTS
77
BB&T Securities
Virginia
$8.16M 8,023 +2,609 +48%
TGI
78
Tradewinds Global Investors
California
$8.06M 79,225 +79,225 New
WT
79
Whittier Trust
California
$7.88M 77,474 +5,121 +7%
PA
80
Parkside Advisors
California
$7.39M 72,697 +664 +0.9%
CI
81
Cambiar Investors
Colorado
$7.01M 68,966 +68,966 New
Truist Financial
82
Truist Financial
North Carolina
$6.89M 67,740 +4,214 +7%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$6.63M 65,189 +2,666 +4%
CC
84
Courier Capital
New York
$6.62M 65,135 +789 +1%
RFA
85
Reilly Financial Advisors
California
$6.59M 64,822 +1,973 +3%
Ameriprise
86
Ameriprise
Minnesota
$6.48M 63,765 +6,798 +12%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$6.35M 62,400 +62,400 New
LI
88
LMCG Investments
Massachusetts
$6.31M 62,100 -4,434 -7%
JRP
89
Jasper Ridge Partners
California
$6.25M 61,471 – –
CIM
90
Confluence Investment Management
Missouri
$6.15M 60,470 +34,245 +131%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$5.89M 57,900 +24,012 +71%
BF
92
BOK Financial
Oklahoma
$5.85M 57,494 -32,652 -36%
Jane Street
93
Jane Street
New York
$5.58M 54,828 +15,957 +41%
MCM
94
Maple Capital Management
Vermont
$5.55M 54,553 +4,695 +9%
SIM
95
Strategic Income Management
Washington
$5.44M 53,507 +53,507 New
Franklin Resources
96
Franklin Resources
California
$5.29M 51,984 +33,460 +181%
B
97
Baird
Wisconsin
$5.26M 51,704 +4,230 +9%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$5.25M 51,598 +29,418 +133%
Comerica Bank
99
Comerica Bank
Texas
$5.13M 50,456 +26,267 +109%
Allianz Asset Management
100
Allianz Asset Management
Germany
$5.1M 50,107 +8,107 +19%
2 3
4
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