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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 %
Goldman Sachs
1
Goldman Sachs
New York
$217M 2,154,170 +13,294 +0.6%
Bank of America
2
Bank of America
North Carolina
$216M 2,140,881 -1,617,309 -43%
Morgan Stanley
3
Morgan Stanley
New York
$204M 2,021,389 +232,498 +13%
TCT
4
TIAA CREF Trust
Missouri
$198M 1,965,441 +212,708 +12%
Wells Fargo
5
Wells Fargo
California
$170M 1,689,273 +130,369 +8%
CM
6
Churchill Management
California
$130M 1,285,165 +157,254 +14%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$90.8M 900,377 -24,414 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$83.2M 825,050 +1,500 +0.2%
SF
9
Synovus Financial
Georgia
$78.4M 777,166 -50,945 -6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$77.5M 768,524 -10,133 -1%
Northern Trust
11
Northern Trust
Illinois
$75.2M 746,142 +77,794 +12%
U
12
UBS
Switzerland
$67.9M 673,658 -48,506 -7%
CC
13
Curian Capital
Colorado
$67.8M 672,484 -311,068 -32%
SI
14
Stephens Inc
Arkansas
$66.2M 656,838 +89,308 +16%
NSCM
15
New South Capital Management
Tennessee
$62.7M 622,190 -27,381 -4%
NRECA
16
National Rural Electric Cooperative Association
Virginia
$55.7M 552,037 +45,000 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$50M 495,397 -9,342 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$46M 455,690 +443,994 +3,796%
USAA
19
United Services Automobile Association
Texas
$43M 426,507 -102,374 -19%
ECM
20
ETrade Capital Management
Virginia
$42.4M 420,752 +33,180 +9%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$39.6M 393,165 +12,297 +3%
CB
22
Commerce Bank
Missouri
$34.4M 341,149 +16,058 +5%
EIP
23
Epoch Investment Partners
New York
$31.6M 313,005 +45,365 +17%
SB
24
Suntrust Banks
Georgia
$31.4M 311,887 -2,245 -0.7%
LPL Financial
25
LPL Financial
California
$27.6M 274,045 -8,941 -3%
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