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iShares Russell 2000 Value ETF
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Overview Fund Activity

362 hedge funds and large institutions have $3.39B invested in iShares Russell 2000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-12
Holders Change %
-3.21%
% of All Funds
10.41%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.75%
New
25
Increased
127
Reduced
130
Closed
35
Calls
$30.6M
Puts
$19.8M
Net Calls
+$10.9M
Net Calls Change
+$3.59M

Top Buyers

1
Citigroup
Citigroup
New York
$49.4M
2
TCT
TIAA CREF Trust
Missouri
$229M
3
AL
AJO LP
Pennsylvania
$12.7M
4
Bank of America
Bank of America
North Carolina
$234M
5
HHC
Hutchin Hill Capital
New York
$11.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$165M
2
MCM
Munder Capital Management
Michigan
$249K
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$0
4
X
Xponance
Pennsylvania
$0
5
SF
Synovus Financial
Georgia
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
$1.14M -$128K -1,243 -10%
NES
177
New England Securities
New York
$1.13M +$262K +2,534 +30%
FPA
178
Fieldpoint Private Advisors
New York
$1.11M -$244K -2,360 -18%
MLL
179
Moody Lynn & Lieberson
Massachusetts
$1.09M – – –
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.08M -$25.4K -246 -2%
Brown Advisory
181
Brown Advisory
Maryland
$1.04M +$51.4K +498 +5%
RFC
182
Regions Financial Corp
Alabama
$1.01M -$76.1K -737 -7%
I2I
183
Insight 2811 Inc
Illinois
$1.01M +$17.7K +171 +2%
FA
184
FCG Advisors
New Jersey
$1.01M -$4.75K -46 -0.5%
WB
185
WesBanco Bank
West Virginia
$966K – – –
FUBT
186
First United Bank & Trust
Maryland
$962K +$28.2K +273 +3%
BOS
187
Bingham Osborn & Scarborough
California
$940K +$47.6K +461 +5%
NPC
188
National Planning Corporation
California
$937K -$8.16K -79 -0.9%
MBT
189
Montecito Bank & Trust
California
$936K -$1.86K -18 -0.2%
PCM
190
Piermont Capital Management
Missouri
$909K +$31K +300 +4%
Franklin Resources
191
Franklin Resources
California
$907K +$907K +8,784 New
Creative Planning
192
Creative Planning
Kansas
$899K +$198K +1,914 +28%
CG
193
Corundum Group
Colorado
$897K – – –
CDIA
194
Capital Directions Investment Advisors
Georgia
$881K -$26.4K -256 -3%
AAS
195
Annex Advisory Services
Wisconsin
$874K -$3.61K -35 -0.4%
WTB
196
Washington Trust Bank
Washington
$874K – – –
BAAM
197
Baker Avenue Asset Management
California
$867K +$867K +8,399 New
3AM
198
3D Asset Management
Connecticut
$859K -$35.1K -340 -4%
EWM
199
Evercore Wealth Management
New York
$851K -$75.2K -729 -8%
ALA
200
Atherton Lane Advisers
California
$817K +$817K +7,915 New
6 7
8
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