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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FMC
226
First Merchants Corp
Indiana
$1.98M 21,213 – –
SC
227
SouthState Corp
Florida
$1.97M 21,136 -556 -3%
GC
228
Garde Capital
Washington
$1.94M 20,804 -106 -0.5%
CT
229
Coastline Trust
Rhode Island
$1.91M 20,451 +275 +1%
QCG
230
Quadrant Capital Group
Ohio
$1.87M 20,190 +425 +2%
OPCM
231
Osborne Partners Capital Management
California
$1.87M 20,000 – –
GCA
232
Greenwood Capital Associates
South Carolina
$1.85M 19,848 -274 -1%
AB
233
Atlas Brown
Kentucky
$1.83M 19,613 +147 +0.8%
CBU
234
CIBC Bank USA
Illinois
$1.82M 19,542 -674 -3%
Lord, Abbett & Co
235
Lord, Abbett & Co
New Jersey
$1.75M 18,795 +18,795 New
CGH
236
Cleary Gull Holdings
Wisconsin
$1.71M 18,343 +13,060 +247%
VFS
237
VSR Financial Services
Kansas
$1.7M 18,237 -3,879 -18%
CW
238
Cobiz Wealth
Colorado
$1.7M 18,223 -175 -1%
EAM
239
Evanson Asset Management
California
$1.69M 18,143 +750 +4%
AB
240
Amalgamated Bank
New York
$1.69M 18,141 +1,470 +9%
ZIM
241
Zacks Investment Management
Illinois
$1.65M 17,680 +14,255 +416%
CS
242
Comerica Securities
Michigan
$1.59M 17,061 +2,725 +19%
NFA
243
Nationwide Fund Advisors
Ohio
$1.55M 16,609 -5 -0%
BJL
244
Brighton Jones LLC
Washington
$1.52M 16,275 +559 +4%
I
245
IberiaBank
Louisiana
$1.51M 16,175 +888 +6%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$1.51M 16,159 +16,159 New
SCM
247
SOL Capital Management
Maryland
$1.46M 15,700 +9,150 +140%
PFM
248
Phillips Financial Management
Indiana
$1.46M 15,072 – –
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$1.46M 15,600 -1,437 -8%
VIA
250
Virtus Investment Advisers
Connecticut
$1.45M 15,500 +15,500 New
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10
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