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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$1.45M
2
MAA
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
Deutsche Bank
Germany
$0
4
Franklin Resources
Franklin Resources
California
$27M
5
CC
Curian Capital
Colorado
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
226
Nationwide Fund Advisors
Ohio
$2.3M +$2.3M +22,336 New
FA
227
FCG Advisors
New Jersey
$2.28M -$1.74M -16,837 -43%
GCA
228
Greenwood Capital Associates
South Carolina
$2.26M -$283K -2,750 -11%
FMC
229
First Merchants Corp
Indiana
$2.19M – – –
GC
230
Garde Capital
Washington
$2.18M -$210K -2,036 -9%
CBU
231
CIBC Bank USA
Illinois
$2.15M -$767K -7,436 -26%
SFG
232
Sage Financial Group
Pennsylvania
$2.15M -$890K -8,628 -29%
BAM
233
Berkshire Asset Management
Pennsylvania
$2.14M – – –
FIM
234
Freedom Investment Management
Connecticut
$2.13M +$88.4K +858 +4%
FHA
235
First Horizon Advisors
Tennessee
$2.11M +$2.28K +22 +0.1%
CT
236
Coastline Trust
Rhode Island
$2.09M -$18K -175 -0.9%
OPCM
237
Osborne Partners Capital Management
California
$2.06M – – –
Charles Schwab
238
Charles Schwab
California
$2.06M +$703K +6,815 +52%
AB
239
Atlas Brown
Kentucky
$2.03M -$598K -5,805 -23%
VKH
240
Virtu KCG Holdings
New York
$1.75M -$56.7K -550 -3%
AllianceBernstein
241
AllianceBernstein
Tennessee
$1.75M +$737K +7,149 +73%
Fiera Capital (Canada)
242
Fiera Capital (Canada)
Quebec, Canada
$1.74M +$13.9K +135 +0.8%
EAM
243
Evanson Asset Management
California
$1.74M +$958K +9,298 +123%
VIA
244
Vantage Investment Advisors
Pennsylvania
$1.64M +$848K +8,221 +107%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$1.63M – – –
PFM
246
Phillips Financial Management
Indiana
$1.62M -$6.18K -59 -0.4%
NG
247
NatWest Group
United Kingdom
$1.56M -$523K -5,074 -25%
BJL
248
Brighton Jones LLC
Washington
$1.56M -$309 -3 -0%
CW
249
Cobiz Wealth
Colorado
$1.54M +$24.2K +235 +2%
I
250
IberiaBank
Louisiana
$1.5M -$1.86K -18 -0.1%
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