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iShares Russell 2000 Value ETF
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Overview Fund Activity

328 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 107 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
10.64%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.88%
New
48
Increased
118
Reduced
107
Closed
26
Calls
$44M
Puts
$37.7M
Net Calls
+$6.27M
Net Calls Change
+$15M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$227M
2
CC
2
Curian Capital
Colorado
$148M
3
Wells Fargo
3
Wells Fargo
California
$166M
4
NSCM
4
New South Capital Management
Tennessee
$63.4M
5
Bank of America
5
Bank of America
North Carolina
$327M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.44M
2
TRCT
2
Tower Research Capital (TRC)
New York
$6.51M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
SI
4
Stephens Inc
Arkansas
$48M
5
WF
5
WealthTrust Fairport
Ohio
$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
101
Meristem Family Wealth
Minnesota
$3.57M – – –
GW
102
GW & Wade
Massachusetts
$3.52M +$187K +2,039 +6%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$3.48M +$519K +5,668 +18%
B
104
Baird
Wisconsin
$3.45M +$474K +5,176 +16%
FCI
105
Financial Counselors Inc
Kansas
$3.41M -$35K -382 -1%
RCAMU
106
Rothschild & Co Asset Management US
Connecticut
$3.31M +$575K +6,270 +21%
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$3.24M -$266K -2,900 -8%
WSFS
108
Wilmington Savings Fund Society
Delaware
$3.24M -$76.5K -835 -2%
ANTB
109
AMG National Trust Bank
Colorado
$3.21M +$502K +5,474 +19%
PI
110
Placemark Investments
Illinois
$3.12M +$47.4K +517 +2%
BTS
111
BB&T Securities
Virginia
$3.09M +$3.09M +3,367 New
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$3.07M +$422K +4,600 +16%
MCM
113
Maple Capital Management
Vermont
$3.03M +$448K +4,890 +17%
CCA
114
Cobblestone Capital Advisors
New York
$2.96M +$501K +5,470 +20%
CK
115
Carnick & Kubik
Colorado
$2.94M +$578K +6,303 +24%
Truist Financial
116
Truist Financial
North Carolina
$2.74M +$317K +3,463 +13%
CHFS
117
Cobble Hill Financial Services
New Jersey
$2.74M +$321K +3,500 +13%
GT
118
Glenmede Trust
Pennsylvania
$2.73M +$23.6K +258 +0.9%
CW
119
Cobiz Wealth
Colorado
$2.68M -$50.1K -547 -2%
JIC
120
Johnson Investment Counsel
Ohio
$2.65M +$123K +1,340 +5%
GMA
121
Goldstein Munger & Associates
California
$2.61M -$11.9K -130 -0.5%
HS
122
Huntington Steele
Pennsylvania
$2.51M +$113K +1,233 +5%
AT
123
Arden Trust
Delaware
$2.44M -$236K -2,579 -9%
FNBOO
124
First National Bank of Omaha
Nebraska
$2.28M +$442K +4,818 +24%
ST
125
Spot Trading
Illinois
$2.27M +$2.27M +24,760 New
3 4
5
6 7