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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 %
RJA
126
Raymond James & Associates
Florida
$2.27M -$2.83M -30,865 -56%
NG
127
NatWest Group
United Kingdom
$2.25M -$113K -1,229 -5%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$2.24M +$74.3K +811 +3%
NCMW
129
Northern Capital Management (Wisconsin)
Wisconsin
$2.13M -$37K -404 -2%
OC
130
Oppenheimer & Co
New York
$1.97M -$10.1M -110,148 -84%
I2I
131
Insight 2811 Inc
Illinois
$1.97M +$87.5K +955 +5%
Prudential Financial
132
Prudential Financial
New Jersey
$1.9M -$2.08M -22,693 -52%
AMG
133
Asset Management Group
Connecticut
$1.89M +$10.7K +117 +0.6%
RC
134
Riversville Capital
Connecticut
$1.83M – – –
CCT
135
Chemung Canal Trust
New York
$1.81M -$487K -5,312 -21%
AL
136
Aspiriant LLC
California
$1.79M -$202K -2,207 -10%
WTC
137
WhitTier Trust Company
Nevada
$1.79M +$5.22K +57 +0.3%
UCFA
138
United Capital Financial Advisors
Texas
$1.79M -$326K -3,557 -15%
TI
139
Truepoint Inc
Ohio
$1.78M +$92 +1 +0%
FHC
140
First Heartland Consultants
Missouri
$1.76M +$65.7K +710 +4%
MFIMFI
141
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.75M +$1.08M +11,737 +160%
CIM
142
Confluence Investment Management
Missouri
$1.75M -$5.26M -57,421 -75%
EWA
143
Exencial Wealth Advisors
Oklahoma
$1.72M – – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$1.72M +$360K +3,927 +27%
NFA
145
Nationwide Fund Advisors
Ohio
$1.71M +$1.71M +18,700 New
William Blair & Company
146
William Blair & Company
Illinois
$1.7M +$115K +1,252 +7%
BSW
147
Buckingham Strategic Wealth
Missouri
$1.68M -$16.5K -180 -1%
Artisan Partners
148
Artisan Partners
Wisconsin
$1.63M +$1.63M +17,779 New
FIAS
149
FinTrust Investment Advisory Services
South Carolina
$1.6M -$512K -5,589 -24%
Federated Hermes
150
Federated Hermes
Pennsylvania
$1.6M +$1.59M +17,306 +18,411%
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6
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