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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 %
WIC
126
Whitegate Investment Counselors
New Hampshire
$2.98M 31,983 +31,983 New
RJA
127
Raymond James & Associates
Florida
$2.97M 29,480 -3,575 -11%
JIC
128
Johnson Investment Counsel
Ohio
$2.84M 28,147 -863 -3%
Comerica Bank
129
Comerica Bank
Texas
$2.78M 27,610 +874 +3%
CW
130
Cobiz Wealth
Colorado
$2.78M 27,518 -705 -2%
BGIM
131
Brandywine Global Investment Management
Pennsylvania
$2.67M 26,450 -33,048 -56%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$2.62M 25,943 +1,044 +4%
RCAMU
133
Rothschild & Co Asset Management US
Connecticut
$2.61M 25,836 -10,312 -29%
AL
134
Aspiriant LLC
California
$2.57M 25,518 +109 +0.4%
Federated Hermes
135
Federated Hermes
Pennsylvania
$2.56M 25,393 +11,356 +81%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$2.56M 25,367 -224 -0.9%
B
137
Bailard
California
$2.4M 23,784 -554,251 -96%
CAN
138
Cetera Advisor Networks
California
$2.32M 23,003 +13,514 +142%
AB
139
Atlas Brown
Kentucky
$2.29M 22,734 +22,734 New
GMA
140
Goldstein Munger & Associates
California
$2.29M 22,705 -285 -1%
AT
141
Arden Trust
Delaware
$2.29M 22,703 -2,953 -12%
NCMW
142
Northern Capital Management (Wisconsin)
Wisconsin
$2.28M 22,631 -145 -0.6%
NFA
143
Nationwide Fund Advisors
Ohio
$2.26M 22,400 +4,900 +28%
RC
144
Riversville Capital
Connecticut
$2.24M 22,209 – –
FNBOO
145
First National Bank of Omaha
Nebraska
$2.22M 22,055 +640 +3%
WCF
146
West Coast Financial
California
$2.22M 21,970 +21,970 New
CA
147
Cetera Advisors
Colorado
$2.19M 21,623 +2,385 +12%
CCT
148
Chemung Canal Trust
New York
$2.17M 21,507 – –
DIA
149
Denver Investment Advisors
Colorado
$2.09M 20,722 +534 +3%
AMG
150
Asset Management Group
Connecticut
$2.09M 20,681 -100 -0.5%
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