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iShares Russell 1000 Value ETF
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Overview Fund Activity

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$173M
2
BIT
BlackRock Institutional Trust
California
+$60.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$54.5M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$46.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$45.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$100M
2
USAA
United Services Automobile Association
Texas
-$96.9M
3
CB
Commerce Bank
Missouri
-$39.9M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
-$30.3M
5
Wells Fargo
Wells Fargo
California
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$1.21M -$4.36K -43 -0.4%
DWA
252
Dorsey Wright & Associates
California
$1.21M +$1.21M +11,920 New
ACS
253
Archford Capital Strategies
Illinois
$1.19M +$98.9K +977 +9%
Janus Henderson Group
254
Janus Henderson Group
United Kingdom
$1.15M -$127K -1,252 -10%
BSW
255
Buckingham Strategic Wealth
Missouri
$1.15M +$619K +6,112 +116%
HB
256
Homrich & Berg
Georgia
$1.13M +$85.7K +846 +8%
FPTW
257
Franklin, Parlapiano, Turner & Welch
Texas
$1.11M -$115K -1,133 -9%
CWM
258
Concert Wealth Management
California
$1.11M -$112K -1,122 -9%
BBHC
259
Brown Brothers Harriman & Co
New York
$1.1M +$692K +6,839 +170%
HCMT
260
Highland Capital Management (Tennessee)
Tennessee
$1.06M +$15.2K +150 +1%
MCM
261
Manchester Capital Management
Vermont
$1.05M – – –
RBC
262
Ronald Blue & Co
Georgia
$1.05M -$81K -799 -7%
DA
263
DSC Advisors
Illinois
$1.04M +$1.04M +10,300 New
BAS
264
Brown Advisory Securities
Maryland
$1.04M +$158K +1,563 +18%
DT
265
Diversified Trust
Tennessee
$1.03M +$1.03M +10,156 New
EWM
266
Evercore Wealth Management
New York
$1.01M -$108K -1,068 -10%
CFA
267
Cahill Financial Advisors
Minnesota
$1.01M +$195K +1,921 +24%
DDPIC
268
Deroy & Devereaux Private Investment Counsel
Michigan
$1M -$20.2K -200 -2%
BAAM
269
Baker Avenue Asset Management
California
$997K +$997K +9,849 New
GF
270
Gerstein Fisher
New York
$964K -$118K -1,165 -11%
EP
271
Edgestream Partners
New Jersey
$962K +$962K +9,502 New
SCA
272
STALEY CAPITAL ADVISERS
Pennsylvania
$958K +$40.5K +400 +4%
AllianceBernstein
273
AllianceBernstein
Tennessee
$958K +$194K +1,915 +25%
HSA
274
HBK Sorce Advisory
Pennsylvania
$919K -$506 -5 -0.1%
SMC
275
Smith, Moore & Co
Missouri
$878K +$2.23K +22 +0.3%
9 10
11
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