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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
Franklin Resources
California
$116M
3
American Century Companies
American Century Companies
Missouri
$119M
4
USAA
United Services Automobile Association
Texas
$238M
5
BTS
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
5
SIM
Sigma Investment Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Acropolis Investment Management
Missouri
$2.91M -$188K -1,797 -6%
TFA
227
Transamerica Financial Advisors
Florida
$2.85M -$385K -3,691 -12%
AI
228
Atria Investments
North Carolina
$2.79M -$11.3K -108 -0.4%
FTIOP
229
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.77M +$280K +2,686 +11%
Aristotle Capital Management
230
Aristotle Capital Management
California
$2.76M -$41.8K -400 -1%
AB
231
Amalgamated Bank
New York
$2.71M +$694K +6,650 +34%
AB
232
Atlas Brown
Kentucky
$2.66M +$244K +2,334 +10%
ST
233
Sageworth Trust
Pennsylvania
$2.63M +$2.63M +25,202 New
GCA
234
Greenwood Capital Associates
South Carolina
$2.58M -$290K -2,780 -10%
RhumbLine Advisers
235
RhumbLine Advisers
Massachusetts
$2.55M -$10.4K -100 -0.4%
CDIA
236
Capital Directions Investment Advisors
Georgia
$2.52M +$18.2K +175 +0.7%
JWM
237
Jackson Wealth Management
Florida
$2.5M +$2.5M +23,951 New
AW
238
ACG Wealth
Georgia
$2.47M +$419K +4,012 +20%
GC
239
Garde Capital
Washington
$2.42M -$153K -1,468 -6%
SIA
240
Stancorp Investment Advisers
Oregon
$2.38M +$2.38M +22,783 New
BOH
241
Bank of Hawaii
Hawaii
$2.23M – – –
EC
242
Estate Counselors
Wisconsin
$2.22M +$62.6K +600 +3%
FMC
243
First Merchants Corp
Indiana
$2.22M +$1.52M +14,513 +217%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.18M +$1.11M +10,657 +105%
Macquarie Group
245
Macquarie Group
Australia
$2.17M +$2.17M +20,793 New
BAM
246
Berkshire Asset Management
Pennsylvania
$2.17M -$51.8K -496 -2%
FHA
247
First Horizon Advisors
Tennessee
$2.14M -$91.3K -869 -4%
CT
248
Coastline Trust
Rhode Island
$2.13M +$41.8K +400 +2%
NEPWA
249
New England Private Wealth Advisors
Massachusetts
$2.13M -$174K -1,662 -8%
WTC
250
WhitTier Trust Company
Nevada
$2.11M -$10.5K -101 -0.5%
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