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iShares Russell 2000 Value ETF
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Overview Fund Activity

368 hedge funds and large institutions have $3.57B invested in iShares Russell 2000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 25 closing their positions.

Holders
368
Holders Change
+40
Holders Change %
+12.2%
% of All Funds
10.69%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
70
Increased
119
Reduced
126
Closed
25
Calls
$7.42M
Puts
$16M
Net Calls
-$8.57M
Net Calls Change
-$14.8M

Top Buyers

1
AIG
1
American International Group
New York
$47.6M
2
MCM
2
Munder Capital Management
Michigan
$24.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$32.9M
4
CM
4
Churchill Management
California
$112M
5
Bank of America
5
Bank of America
North Carolina
$374M

Top Sellers

1
CC
1
Curian Capital
Colorado
$97.9M
2
Citigroup
2
Citigroup
New York
$24.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$213M
4
Wells Fargo
4
Wells Fargo
California
$155M
5
SV
5
Starboard Value
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
176
BlackRock Investment Management
Delaware
$1.27M 12,766 +2,560 +25%
TAG
177
Tactical Allocation Group
Michigan
$1.26M 12,653 -1,419 -10%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$1.16M 11,696 +2,453 +27%
HighTower Advisors
179
HighTower Advisors
Illinois
$1.16M 11,627 +6,208 +115%
PFM
180
Phillips Financial Management
Indiana
$1.05M 10,676 -120 -1%
MLL
181
Moody Lynn & Lieberson
Massachusetts
$1.05M 10,570 -1,055 -9%
RFC
182
Regions Financial Corp
Alabama
$1.05M 10,542 -238 -2%
Brown Advisory
183
Brown Advisory
Maryland
$1.04M 10,465 +535 +5%
FTIOP
184
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.02M 10,229 -2 -0%
3AM
185
3D Asset Management
Connecticut
$998K 10,031 -570 -5%
FA
186
FCG Advisors
New Jersey
$972K 9,772 -1,535 -14%
MAM
187
Marquette Asset Management
Minnesota
$971K 9,755 – –
SGCA
188
Steel Grove Capital Advisors
Tennessee
$970K 9,744 -4,534 -32%
MBT
189
Montecito Bank & Trust
California
$963K 9,676 -411 -4%
CAN
190
Cetera Advisor Networks
California
$942K 9,489 +5,517 +139%
WB
191
WesBanco Bank
West Virginia
$931K 9,359 +50 +0.5%
SCM
192
Schneider Capital Management
Pennsylvania
$924K 9,282 +1,362 +17%
CDIA
193
Capital Directions Investment Advisors
Georgia
$921K 9,253 -2,065 -18%
AAS
194
Annex Advisory Services
Wisconsin
$916K 9,205 -197 -2%
EWM
195
Evercore Wealth Management
New York
$910K 9,157 -146 -2%
BOS
196
Bingham Osborn & Scarborough
California
$909K 9,134 -46 -0.5%
I2I
197
Insight 2811 Inc
Illinois
$890K 8,943 -12,523 -58%
FAAS
198
First Allied Advisory Services
California
$889K 8,980 -242 -3%
EARNEST Partners
199
EARNEST Partners
Georgia
$886K 8,902 +8,902 New
BAAM
200
Baker Avenue Asset Management
California
$871K 8,749 – –
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