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iShares Russell 2000 Value ETF
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Overview Fund Activity

328 hedge funds and large institutions have $3.31B invested in iShares Russell 2000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 107 reducing their positions, and 26 closing their positions.

Holders
328
Holders Change
+16
Holders Change %
+5.13%
% of All Funds
10.64%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.88%
New
48
Increased
118
Reduced
107
Closed
26
Calls
$44M
Puts
$37.7M
Net Calls
+$6.27M
Net Calls Change
+$15M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$227M
2
CC
2
Curian Capital
Colorado
$148M
3
Wells Fargo
3
Wells Fargo
California
$166M
4
NSCM
4
New South Capital Management
Tennessee
$63.4M
5
Bank of America
5
Bank of America
North Carolina
$327M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.44M
2
TRCT
2
Tower Research Capital (TRC)
New York
$6.51M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
SI
4
Stephens Inc
Arkansas
$48M
5
WF
5
WealthTrust Fairport
Ohio
$808K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$327M 3,570,742 +220,070 +7%
Goldman Sachs
2
Goldman Sachs
New York
$227M 2,480,947 +528,553 +27%
Wells Fargo
3
Wells Fargo
California
$166M 1,816,522 +259,178 +17%
Morgan Stanley
4
Morgan Stanley
New York
$155M 1,688,664 +144,113 +9%
TCT
5
TIAA CREF Trust
Missouri
$148M 1,617,740 +166,821 +11%
CC
6
Curian Capital
Colorado
$148M 1,612,644 +491,882 +44%
CM
7
Churchill Management
California
$85.5M 933,371 +33,057 +4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$76.1M 830,410 -4,100 -0.5%
SF
9
Synovus Financial
Georgia
$76M 829,226 -16,925 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$74.9M 817,778 +9,222 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$72.6M 792,350 +15,727 +2%
Citigroup
12
Citigroup
New York
$70.6M 770,842 +15,843 +2%
NSCM
13
New South Capital Management
Tennessee
$63.4M 692,111 +238,405 +53%
Northern Trust
14
Northern Trust
Illinois
$58.1M 634,052 +35,692 +6%
B
15
Bailard
California
$57.1M 622,981 +21,950 +4%
U
16
UBS
Switzerland
$54.7M 597,217 -159,248 -21%
USAA
17
United Services Automobile Association
Texas
$48.3M 527,593 +5,147 +1%
SI
18
Stephens Inc
Arkansas
$48M 523,974 -209,903 -29%
NRECA
19
National Rural Electric Cooperative Association
Virginia
$44.4M 484,600 +53,600 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$43.5M 474,295 +39,564 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$36.6M 399,101 +159,531 +67%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$34.1M 372,123 +59,471 +19%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$33.6M 366,476 +15,865 +5%
ECM
24
ETrade Capital Management
Virginia
$32.4M 353,819 +30,322 +9%
Deutsche Bank
25
Deutsche Bank
Germany
$31.9M 347,935 +171,720 +97%
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