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iShares Russell 2000 Value ETF
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Overview Fund Activity

312 hedge funds and large institutions have $16.3B invested in iShares Russell 2000 Value ETF in 2013 Q2 according to their latest regulatory filings, with 312 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+312
Holders Change %
–
% of All Funds
10.19%
Holding in Top 10
32
Holding in Top 10 Change
+32
Holding in Top 10 Change %
%
% of All Funds
1.04%
New
312
Increased
–
Reduced
–
Closed
–
Calls
$8.83M
Puts
$17.6M
Net Calls
-$8.73M
Net Calls Change
-$8.73M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
176
Bingham Osborn & Scarborough
California
$786K +$786K +9,147 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$769K +$769K +8,948 New
EWM
178
Evercore Wealth Management
New York
$769K +$769K +8,954 New
AAS
179
Annex Advisory Services
Wisconsin
$763K +$763K +8,879 New
CG
180
Corundum Group
Colorado
$746K +$746K +8,690 New
ACM
181
Advisors Capital Management
New Jersey
$736K +$736K +8,569 New
MBT
182
Montecito Bank & Trust
California
$713K +$713K +8,298 New
PFM
183
Parsec Financial Management
North Carolina
$699K +$699K +8,143 New
PFP
184
Pinnacle Financial Partners
Tennessee
$698K +$698K +8,122 New
SFS
185
Signator Financial Services
Massachusetts
$694K +$694K +8,081 New
FPTW
186
Franklin, Parlapiano, Turner & Welch
Texas
$664K +$664K +7,726 New
WTIM
187
Wilmington Trust Investment Management
Delaware
$634K +$634K +7,322 New
MFIMFI
188
Mesirow Financial Investment Management - Fixed Income
Illinois
$632K +$632K +7,355 New
RCAG
189
Rehmann Capital Advisory Group
Michigan
$626K +$626K +7,282 New
HCMT
190
Highland Capital Management (Tennessee)
Tennessee
$623K +$623K +7,250 New
IGIM
191
I.G. Investment Management
Manitoba, Canada
$614K +$614K +7,143 New
SCM
192
Sterneck Capital Management
Missouri
$601K +$601K +7,000 New
TF
193
Tompkins Financial
New York
$597K +$597K +6,955 New
TIM
194
Telemus Investment Management
Michigan
$584K +$584K +6,801 New
FAAS
195
First Allied Advisory Services
California
$582K +$582K +6,722 New
NPC
196
National Planning Corporation
California
$564K +$564K +6,551 New
Creative Planning
197
Creative Planning
Kansas
$533K +$533K +6,206 New
DMS
198
Discretionary Management Services
Kansas
$515K +$515K +6,000 New
RCA
199
Rex Capital Advisors
Rhode Island
$505K +$505K +5,880 New
State Street
200
State Street
Massachusetts
$496K +$496K +5,770 New
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