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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 %
FIMS
151
FBL Investment Management Services
Iowa
$2.41M 23,660 +405 +2%
First Trust Advisors
152
First Trust Advisors
Illinois
$2.34M 22,962 +4,462 +24%
LFG
153
LifePlan Financial Group
Ohio
$2.31M 22,713 +633 +3%
FMT
154
First Mercantile Trust
Tennessee
$2.29M 22,537 -987 -4%
GMA
155
Goldstein Munger & Associates
California
$2.26M 22,182 -440 -2%
AR
156
Advisory Research
Illinois
$2.25M 22,147 +10,947 +98%
BG
157
BlackRock Group
United Kingdom
$2.18M 21,440 +21,440 New
NCMW
158
Northern Capital Management (Wisconsin)
Wisconsin
$2.14M 21,071 -270 -1%
MDCM
159
Morgan Dempsey Capital Management
Wisconsin
$2.12M 20,887 +20,887 New
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$2.12M 20,880 -9,600 -31%
GFG
161
Gray Financial Group
Georgia
$2.11M 20,747 +20,747 New
Fisher Asset Management
162
Fisher Asset Management
Washington
$2.08M 20,435 +9,154 +81%
AMG
163
Asset Management Group
Connecticut
$2.07M 20,346 +69 +0.3%
CM
164
Cornerstone Management
Georgia
$2.04M 20,075 +20,075 New
MFW
165
Meristem Family Wealth
Minnesota
$2.03M 19,946 -130 -0.6%
F
166
FolioMetrix
Nebraska
$2M 20,079 +20,079 New
WTC
167
WhitTier Trust Company
Nevada
$1.97M 19,362 -909 -4%
AT
168
Arden Trust
Delaware
$1.92M 18,862 +256 +1%
AG
169
Appleton Group
Wisconsin
$1.92M 18,834 +514 +3%
EWA
170
Exencial Wealth Advisors
Oklahoma
$1.9M 19,102 +939 +5%
CA
171
Cetera Advisors
Colorado
$1.89M 18,533 +27 +0.1%
Brown Advisory
172
Brown Advisory
Maryland
$1.84M 18,061 +7,960 +79%
RCAMU
173
Rothschild & Co Asset Management US
Connecticut
$1.81M 17,804 -16,354 -48%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$1.78M 17,538 +272 +2%
DMC
175
Drexel Morgan & Co
Pennsylvania
$1.73M 17,030 +11,205 +192%
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