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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 %
WTC
151
WhitTier Trust Company
Nevada
$2.04M 20,271 +715 +4%
TH
152
Timber Hill
Connecticut
$1.9M 18,854 +18,854 New
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$1.88M 18,673 +1,182 +7%
NG
154
NatWest Group
United Kingdom
$1.87M 18,521 -5,424 -23%
UCFA
155
United Capital Financial Advisors
Texas
$1.82M 18,070 +18,070 New
Artisan Partners
156
Artisan Partners
Wisconsin
$1.82M 18,006 -4,512 -20%
BIT
157
BlackRock Institutional Trust
California
$1.81M 17,976 -20,961 -54%
EWA
158
Exencial Wealth Advisors
Oklahoma
$1.79M 18,163 – –
BSW
159
Buckingham Strategic Wealth
Missouri
$1.79M 17,724 -652 -4%
CCMLC
160
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.73M 17,200 -34,067 -66%
Prudential Financial
161
Prudential Financial
New Jersey
$1.69M 16,800 +3,724 +28%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1.68M 16,680 +3,120 +23%
AIG
163
American International Group
New York
$1.66M 16,477 -462,230 -97%
William Blair & Company
164
William Blair & Company
Illinois
$1.65M 16,328 -1,443 -8%
Millennium Management
165
Millennium Management
New York
$1.63M 16,116 +2,563 +19%
Allianz Asset Management
166
Allianz Asset Management
Germany
$1.61M 16,000 +16,000 New
NL
167
NWAM LLC
Washington
$1.48M 14,664 +11,337 +341%
BAC
168
Boys Arnold & Co
North Carolina
$1.45M 14,365 -1,300 -8%
CHC
169
City Holding Co
West Virginia
$1.44M 14,290 -100 -0.7%
HighTower Advisors
170
HighTower Advisors
Illinois
$1.43M 14,138 +2,511 +22%
HFS
171
HL Financial Services
Kentucky
$1.35M 13,397 -624 -4%
FPA
172
Fieldpoint Private Advisors
New York
$1.32M 13,120 -3,320 -20%
TSW
173
Thompson Siegel & Walmsley
Virginia
$1.29M 12,800 -5,827 -31%
RIM
174
Regent Investment Management
Kentucky
$1.24M 12,277 +8,040 +190%
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$1.23M 12,237 +12,237 New
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7
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