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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 %
WA
176
Winfield Associates
Ohio
$1.23M 12,190 -1,720 -12%
CBU
177
CIBC Bank USA
Illinois
$1.22M 12,115 -5,124 -30%
Fisher Asset Management
178
Fisher Asset Management
Washington
$1.16M 11,470 -1,485 -11%
First Trust Advisors
179
First Trust Advisors
Illinois
$1.1M 10,937 -2,037 -16%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.08M 10,660 +431 +4%
MLL
181
Moody Lynn & Lieberson
Massachusetts
$1.07M 10,570 – –
RFC
182
Regions Financial Corp
Alabama
$1.06M 10,542 – –
FIM
183
Freedom Investment Management
Connecticut
$1.04M 10,299 -2,701 -21%
CI
184
Conning Inc
Connecticut
$1.01M 10,025 +10,025 New
PFM
185
Phillips Financial Management
Indiana
$991K 10,002 -674 -6%
FA
186
FCG Advisors
New Jersey
$986K 9,777 +5 +0.1%
Brown Advisory
187
Brown Advisory
Maryland
$962K 9,535 -930 -9%
WB
188
WesBanco Bank
West Virginia
$944K 9,359 – –
I2I
189
Insight 2811 Inc
Illinois
$941K 9,575 +632 +7%
NPC
190
National Planning Corporation
California
$938K 9,154 +667 +8%
MBT
191
Montecito Bank & Trust
California
$916K 9,087 -589 -6%
FUBT
192
First United Bank & Trust
Maryland
$912K 9,043 +1,555 +21%
EWM
193
Evercore Wealth Management
New York
$906K 8,982 -175 -2%
CDIA
194
Capital Directions Investment Advisors
Georgia
$886K 8,788 -465 -5%
CG
195
Corundum Group
Colorado
$876K 8,690 – –
3AM
196
3D Asset Management
Connecticut
$873K 8,656 -1,375 -14%
BOS
197
Bingham Osborn & Scarborough
California
$871K 8,641 -493 -5%
AAS
198
Annex Advisory Services
Wisconsin
$857K 8,502 -703 -8%
PCM
199
Piermont Capital Management
Missouri
$857K 8,500 +8,500 New
WTB
200
Washington Trust Bank
Washington
$854K 8,466 +8,466 New
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