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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 %
MCM
101
Maple Capital Management
Vermont
$4.41M 43,731 +9,485 +28%
Stifel Financial
102
Stifel Financial
Missouri
$4.37M 43,335 +43,335 New
FPIS
103
Financial Planning & Information Services
Wisconsin
$4.36M 43,279 -1,064 -2%
FMT
104
First Mercantile Trust
Tennessee
$4.32M 42,859 +17,952 +72%
PI
105
Placemark Investments
Illinois
$4.25M 42,126 +4,304 +11%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$4.22M 41,813 -289,233 -87%
GW
107
GW & Wade
Massachusetts
$4.08M 40,432 +583 +1%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$4.05M 40,118 -2,891 -7%
AP
109
Advisors Preferred
Maryland
$3.99M 39,567 -33,557 -46%
SIMM
110
Stillwater Investment Management (Minnesota)
Minnesota
$3.91M 38,754 +3,514 +10%
JPMPWA
111
J.P. Morgan Private Wealth Advisors
California
$3.9M 38,621 -782 -2%
MFW
112
Meristem Family Wealth
Minnesota
$3.84M 38,110 -647 -2%
MSA
113
Mason Street Advisors
Wisconsin
$3.83M 38,000 – –
FCI
114
Financial Counselors Inc
Kansas
$3.68M 36,513 +1,125 +3%
FEG
115
Fund Evaluation Group
Ohio
$3.66M 36,291 -7,320 -17%
WSFS
116
Wilmington Savings Fund Society
Delaware
$3.42M 33,884 +155 +0.5%
Parallax Volatility Advisers
117
Parallax Volatility Advisers
California
$3.36M 33,333 +32,468 +3,754%
CK
118
Carnick & Kubik
Colorado
$3.35M 33,247 +1,611 +5%
CHFS
119
Cobble Hill Financial Services
New Jersey
$3.3M 32,750 – –
ANTB
120
AMG National Trust Bank
Colorado
$3.28M 32,533 -4,475 -12%
CCA
121
Cobblestone Capital Advisors
New York
$3.24M 32,098 -395 -1%
MCM
122
Moore Capital Management
New York
$3.13M 31,000 +31,000 New
Jacobs Levy Equity Management
123
Jacobs Levy Equity Management
New Jersey
$3.07M 30,480 -4,390 -13%
GT
124
Glenmede Trust
Pennsylvania
$2.99M 29,669 -4,200 -12%
HS
125
Huntington Steele
Pennsylvania
$2.99M 29,634 +2,372 +9%
3 4
5
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