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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 %
FPIS
101
Financial Planning & Information Services
Wisconsin
$4.41M 44,343 +44,343 New
LFWA
102
LBJ Family Wealth Advisors
Texas
$4.34M 43,636 +43,636 New
FEG
103
Fund Evaluation Group
Ohio
$4.34M 43,611 -5,163 -11%
TGI
104
Tradewinds Global Investors
California
$4.31M 43,357 +42,797 +7,642%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$4.28M 43,009 +5,026 +13%
KAM
106
Keeley Asset Management
Illinois
$4.17M 41,950 +41,950 New
GW
107
GW & Wade
Massachusetts
$3.97M 39,849 +1,487 +4%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$3.92M 39,403 -237 -0.6%
BIT
109
BlackRock Institutional Trust
California
$3.87M 38,937 +21,669 +125%
MFW
110
Meristem Family Wealth
Minnesota
$3.86M 38,757 -175 -0.4%
MSA
111
Mason Street Advisors
Wisconsin
$3.78M 38,000 +38,000 New
PI
112
Placemark Investments
Illinois
$3.76M 37,822 +3,766 +11%
ANTB
113
AMG National Trust Bank
Colorado
$3.68M 37,008 +2,005 +6%
RCAMU
114
Rothschild & Co Asset Management US
Connecticut
$3.6M 36,148 – –
FCI
115
Financial Counselors Inc
Kansas
$3.52M 35,388 -1,775 -5%
SIMM
116
Stillwater Investment Management (Minnesota)
Minnesota
$3.51M 35,240 +35,240 New
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$3.47M 34,870 -500 -1%
MCM
118
Maple Capital Management
Vermont
$3.41M 34,246 +1,189 +4%
GT
119
Glenmede Trust
Pennsylvania
$3.37M 33,869 +4,096 +14%
WSFS
120
Wilmington Savings Fund Society
Delaware
$3.36M 33,729 -1,602 -5%
RJA
121
Raymond James & Associates
Florida
$3.29M 33,055 +8,332 +34%
CHFS
122
Cobble Hill Financial Services
New Jersey
$3.26M 32,750 +2,900 +10%
CCA
123
Cobblestone Capital Advisors
New York
$3.23M 32,493 +195 +0.6%
BWM
124
Braver Wealth Management
Massachusetts
$3.17M 31,888 -78,634 -71%
CK
125
Carnick & Kubik
Colorado
$3.15M 31,636 -466 -1%
3 4
5
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