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iShares Russell 2000 Value ETF
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Overview Fund Activity

363 hedge funds and large institutions have $3.16B invested in iShares Russell 2000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 128 reducing their positions, and 34 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
10.54%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.61%
New
38
Increased
133
Reduced
128
Closed
34
Calls
$16.2M
Puts
$31.4M
Net Calls
-$15.2M
Net Calls Change
-$26.1M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$221M
2
Morgan Stanley
2
Morgan Stanley
New York
$250M
3
M&T Bank
3
M&T Bank
New York
$78.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$141M
5
SG Americas Securities
5
SG Americas Securities
New York
$36.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$10.6M
2
CM
2
Churchill Management
California
$86.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09M
4
EIP
4
Epoch Investment Partners
New York
$0
5
NSCM
5
New South Capital Management
Tennessee
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$250M 2,670,613 +745,257 +39%
TCT
2
TIAA CREF Trust
Missouri
$235M 2,510,930 +291,997 +13%
Goldman Sachs
3
Goldman Sachs
New York
$221M 2,359,158 +759,626 +47%
Bank of America
4
Bank of America
North Carolina
$206M 2,203,877 -58,945 -3%
Wells Fargo
5
Wells Fargo
California
$142M 1,514,832 -67,726 -4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$141M 1,505,472 +613,696 +69%
CM
7
Churchill Management
California
$86.9M 928,447 -434,130 -32%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$81.2M 867,427 +113,025 +15%
M&T Bank
9
M&T Bank
New York
$78.1M 834,807 +631,129 +310%
Northern Trust
10
Northern Trust
Illinois
$71.7M 766,170 +17,569 +2%
SI
11
Stephens Inc
Arkansas
$62.6M 668,730 -11,860 -2%
SF
12
Synovus Financial
Georgia
$61.5M 657,710 +23,402 +4%
U
13
UBS
Switzerland
$61.2M 653,632 -4,989 -0.8%
CC
14
Curian Capital
Colorado
$56.3M 601,590 -84,503 -12%
NRECA
15
National Rural Electric Cooperative Association
Virginia
$53.5M 572,037 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$52.1M 556,347 +27,451 +5%
NSCM
17
New South Capital Management
Tennessee
$48.4M 517,325 -193,220 -27%
Citigroup
18
Citigroup
New York
$45.4M 484,798 +6,633 +1%
USAA
19
United Services Automobile Association
Texas
$42.1M 449,982 +8,434 +2%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$41.6M 444,476 +22,321 +5%
ECM
21
ETrade Capital Management
Virginia
$41.5M 443,568 +4,257 +1%
SG Americas Securities
22
SG Americas Securities
New York
$36.3M 388,481 +325,140 +513%
CB
23
Commerce Bank
Missouri
$31.7M 338,870 -1,447 -0.4%
LPL Financial
24
LPL Financial
California
$28.3M 305,517 -3,704 -1%
SB
25
Suntrust Banks
Georgia
$26.2M 280,027 -30,662 -10%
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