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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 %
MCM
251
Manchester Capital Management
Vermont
$977K +$3.49K +37 +0.4%
CI
252
Cambiar Investors
Colorado
$970K +$970K +10,303 New
Aristotle Capital Management
253
Aristotle Capital Management
California
$961K
DT
254
Diversified Trust
Tennessee
$956K +$25.4K +270 +3%
HCMT
255
Highland Capital Management (Tennessee)
Tennessee
$941K
HB
256
Homrich & Berg
Georgia
$940K +$940K +9,985 New
BAS
257
Brown Advisory Securities
Maryland
$908K +$16.9K +179 +2%
ZIM
258
Zacks Investment Management
Illinois
$898K +$458K +4,859 +104%
HSA
259
HBK Sorce Advisory
Pennsylvania
$855K -$1.32K -14 -0.2%
CAW
260
Cornerstone Advisors (Washington)
Washington
$854K +$269K +2,856 +46%
CW
261
Cobiz Wealth
Colorado
$828K +$241K +2,556 +41%
OCG
262
Opus Capital Group
Ohio
$819K
SMC
263
Smith, Moore & Co
Missouri
$813K +$813K +8,629 New
DIA
264
Dana Investment Advisors
Wisconsin
$799K +$799K +8,484 New
ICAS
265
Investors Capital Advisory Services
Massachusetts
$788K +$34.2K +363 +5%
FHB
266
First Hawaiian Bank
Hawaii
$785K
TIM
267
Tortoise Investment Management
New York
$770K +$94 +1 +0%
BSA
268
Braun Stacey Associates
New York
$737K +$2.83K +30 +0.4%
SFG
269
Sather Financial Group
Texas
$727K +$727K +7,718 New
Diamond Hill Capital Management
270
Diamond Hill Capital Management
Ohio
$727K +$727K +7,722 New
CC
271
Courier Capital
New York
$709K
PFA
272
Paradigm Financial Advisors
Missouri
$709K +$709K +7,534 New
EAM
273
Evanson Asset Management
California
$706K +$706K +7,497 New
MWP
274
MYCIO Wealth Partners
Pennsylvania
$698K +$409K +4,344 +142%
MJP
275
Michael J. Puzo
$698K +$441K +4,685 +172%