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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
+$224M
2
Bank of America
Bank of America
North Carolina
+$95.1M
3
VF
Virtu Financial
New York
+$60M
4
JA
JOYN Advisors
Georgia
+$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.7M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$266M
2
Franklin Resources
Franklin Resources
California
-$113M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
-$107M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.6M
5
CC
Curian Capital
Colorado
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
251
Courier Capital
New York
$649K +$94.8K +1,100 +17%
TNBTD
252
Trustmark National Bank Trust Department
Mississippi
$624K – – –
ABC
253
Associated Banc-Corp
Wisconsin
$621K – – –
HC
254
HHG & Company
Connecticut
$614K +$3.37K +39 +0.6%
Chevy Chase Trust
255
Chevy Chase Trust
Maryland
$603K -$17.2K -200 -3%
SIC
256
Sigma Investment Counselors
Michigan
$586K – – –
LA
257
Lau Associates
Delaware
$580K – – –
MC
258
Middleton & Co
Massachusetts
$561K +$15.1K +175 +3%
CK
259
Carnick & Kubik
Colorado
$559K +$199K +2,310 +55%
BIC
260
Bridges Investment Counsel
Nebraska
$558K +$22.4K +260 +4%
AA
261
Ancora Advisors
Ohio
$549K – – –
AFC
262
AFT Forsyth & Company
Florida
$548K -$2.16K -25 -0.4%
SHWM
263
Smith & Howard Wealth Management
Georgia
$548K +$21.6K +250 +4%
RFA
264
Reilly Financial Advisors
California
$541K -$41.6K -479 -7%
CW
265
Cobiz Wealth
Colorado
$538K +$319K +3,696 +145%
CAW
266
Cornerstone Advisors (Washington)
Washington
$536K +$2.93K +34 +0.6%
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$534K +$95.2K +1,105 +22%
STC
268
SEI Trust Company
Pennsylvania
$534K +$534K +6,200 New
SCA
269
Stillwater Capital Advisors
Pennsylvania
$523K +$77.5K +900 +17%
FANJ
270
Financial Architects (New Jersey)
New Jersey
$516K +$18.4K +214 +4%
GA
271
Geneva Advisors
Illinois
$510K -$153K -1,772 -23%
BAIA
272
Bel Air Investment Advisors
California
$507K – – –
FWIA
273
Fort Washington Investment Advisors
Ohio
$506K -$213K -2,472 -30%
SCM
274
SOL Capital Management
Maryland
$487K – – –
AIP
275
Ameritas Investment Partners
Nebraska
$479K +$43.3K +503 +10%
9 10
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