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iShares Russell 1000 Value ETF

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.59M +$1.18M +12,530 +290%
IC
227
Institutional Capital
Illinois
$1.53M +$1.53M +16,209 New
PFA
228
Pure Financial Advisors
California
$1.43M -$20.3K -215 -1%
Rafferty Asset Management
229
Rafferty Asset Management
New York
$1.4M -$300K -3,189 -18%
BP
230
Ballentine Partners
Massachusetts
$1.36M +$34.8K +370 +3%
RCM
231
RNC Capital Management
California
$1.36M +$1.36M +14,425 New
OC
232
Oppenheimer & Co
New York
$1.34M +$170K +1,801 +14%
SGC
233
South Georgia Capital
Illinois
$1.3M +$1.3M +13,759 New
RhumbLine Advisers
234
RhumbLine Advisers
Massachusetts
$1.28M -$1.56M -16,550 -55%
WI
235
WrapManager Inc
California
$1.26M +$97.1K +1,031 +8%
RBC
236
Ronald Blue & Co
Georgia
$1.25M +$204K +2,163 +19%
SC
237
Savant Capital
Illinois
$1.23M +$7.54K +80 +0.6%
1SB
238
1ST Source Bank
Indiana
$1.22M +$173K +1,834 +16%
Macquarie Group
239
Macquarie Group
Australia
$1.2M +$1.2M +12,702 +21,170%
SGCA
240
Steel Grove Capital Advisors
Tennessee
$1.19M +$254K +2,701 +27%
SCA
241
STALEY CAPITAL ADVISERS
Pennsylvania
$1.18M +$430K +4,563 +57%
EWM
242
Evercore Wealth Management
New York
$1.17M -$10.8K -115 -0.9%
CWM
243
Concert Wealth Management
California
$1.14M +$5.47K +58 +0.5%
FPTW
244
Franklin, Parlapiano, Turner & Welch
Texas
$1.14M -$52.8K -561 -4%
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$1.12M -$89.3K -948 -7%
WTIM
246
Wilmington Trust Investment Management
Delaware
$1.05M -$189K -2,030 -15%
Charles Schwab
247
Charles Schwab
California
$1.04M +$554K +5,885 +114%
BAAM
248
Baker Avenue Asset Management
California
$1.03M -$11K -117 -1%
DDPIC
249
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M -$18.8K -200 -2%
Eagle Capital Management (New York)
250
Eagle Capital Management (New York)
New York
$979K +$979K +10,400 New