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iShares Russell 2000 Value ETF
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Overview Fund Activity

403 hedge funds and large institutions have $3.96B invested in iShares Russell 2000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 108 reducing their positions, and 31 closing their positions.

Holders
403
Holders Change
+40
Holders Change %
+11.02%
% of All Funds
10.76%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.77%
New
81
Increased
148
Reduced
108
Closed
31
Calls
$20.6M
Puts
$63.7M
Net Calls
-$43.1M
Net Calls Change
-$27.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$437M
2
UBS Group
2
UBS Group
Switzerland
$73.8M
3
Macquarie Group
3
Macquarie Group
Australia
$35.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$305M
5
MAA
5
Managed Account Advisors
New Jersey
$43.8M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
LAM
2
Lapides Asset Management
Connecticut
$0
3
M&T Bank
3
M&T Bank
New York
$74.7M
4
CS
4
Credit Suisse
Switzerland
$11.8M
5
SCM
5
Shapiro Capital Management
Georgia
$399K
Name Market Value Shares Shares
Change 		Shares
Change %
HS
126
Huntington Steele
Pennsylvania
$3.15M 31,004 +930 +3%
American Century Companies
127
American Century Companies
Missouri
$3.08M 30,331 -75,373 -71%
William Blair & Company
128
William Blair & Company
Illinois
$3.05M 29,961 +12,882 +75%
CI
129
Conning Inc
Connecticut
$3.04M 29,919 – –
TH
130
Timber Hill
Connecticut
$2.98M 29,269 -43,836 -60%
B
131
Bailard
California
$2.97M 29,210 +6,946 +31%
CCA
132
Cobblestone Capital Advisors
New York
$2.93M 28,799 -339 -1%
WSFS
133
Wilmington Savings Fund Society
Delaware
$2.91M 28,644 -5,545 -16%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$2.91M 28,576 +369 +1%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$2.89M 28,444 +28,444 New
IPC
136
Independent Portfolio Consultants
Florida
$2.84M 27,913 +27,913 New
IP
137
Investment Partners
Ohio
$2.83M 27,881 +27,881 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$2.81M 27,633 +633 +2%
ANTB
139
AMG National Trust Bank
Colorado
$2.78M 27,347 -1,391 -5%
UCFA
140
United Capital Financial Advisors
Texas
$2.76M 27,187 +2,195 +9%
TRCT
141
Tower Research Capital (TRC)
New York
$2.75M 27,001 +4,041 +18%
CW
142
Cobiz Wealth
Colorado
$2.62M 25,771 -1,160 -4%
HighTower Advisors
143
HighTower Advisors
Illinois
$2.59M 25,464 +8,765 +52%
JIC
144
Johnson Investment Counsel
Ohio
$2.56M 25,179 -4,393 -15%
DIA
145
Denver Investment Advisors
Colorado
$2.54M 24,945 +4,399 +21%
CAN
146
Cetera Advisor Networks
California
$2.51M 24,658 +1,979 +9%
EBIM
147
Eagle Boston Investment Management
Massachusetts
$2.48M 24,430 +24,430 New
BSW
148
Buckingham Strategic Wealth
Missouri
$2.47M 24,316 +6,464 +36%
AB
149
Atlas Brown
Kentucky
$2.44M 23,976 -657 -3%
MBT
150
Montecito Bank & Trust
California
$2.41M 23,729 +15,636 +193%
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