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iShares Russell 1000 Value ETF
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Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
M&T Bank
New York
$152M
3
CC
Curian Capital
Colorado
$302M
4
EFS
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
Appleton Group
Wisconsin
$10.5M
2
BDF
Balasa Dinverno & Foltz
$87.1M
3
CB
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
251
Buckingham Strategic Wealth
Missouri
$1.14M – – –
FPTW
252
Franklin, Parlapiano, Turner & Welch
Texas
$1.13M +$37.1K +371 +3%
CWM
253
Concert Wealth Management
California
$1.12M +$16.7K +167 +2%
CFA
254
Cahill Financial Advisors
Minnesota
$1.11M +$112K +1,116 +11%
CNB
255
City National Bank
California
$1.09M +$298K +2,975 +38%
BBHC
256
Brown Brothers Harriman & Co
New York
$1.07M -$18.7K -187 -2%
MCM
257
Manchester Capital Management
Vermont
$1.06M +$24K +240 +2%
AllianceBernstein
258
AllianceBernstein
Tennessee
$1.06M +$112K +1,124 +12%
HCMT
259
Highland Capital Management (Tennessee)
Tennessee
$1.04M -$3.9K -39 -0.4%
BAS
260
Brown Advisory Securities
Maryland
$1.03M +$602 +6 +0.1%
RBC
261
Ronald Blue & Co
Georgia
$1.02M -$10.6K -106 -1%
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M +$394K +3,937 +63%
GF
263
Gerstein Fisher
New York
$1.01M +$61.4K +613 +6%
HB
264
Homrich & Berg
Georgia
$1.01M -$104K -1,044 -9%
MAS
265
Madden Advisory Services
Florida
$1.01M +$1.01M +10,040 New
PFA
266
Pure Financial Advisors
California
$994K -$267K -2,668 -21%
EWM
267
Evercore Wealth Management
New York
$981K -$14K -140 -1%
DDPIC
268
Deroy & Devereaux Private Investment Counsel
Michigan
$981K -$10K -100 -1%
FC
269
Forte Capital
New York
$967K +$967K +9,661 New
BAAM
270
Baker Avenue Asset Management
California
$966K -$20.2K -202 -2%
SCA
271
STALEY CAPITAL ADVISERS
Pennsylvania
$917K -$30K -300 -3%
HSA
272
HBK Sorce Advisory
Pennsylvania
$914K +$5.8K +58 +0.6%
PI
273
PineBridge Investments
New York
$905K +$139K +1,388 +18%
GA
274
Geneva Advisors
Illinois
$901K +$87.2K +871 +11%
TH
275
Timber Hill
Connecticut
$898K +$898K +8,967 New
9 10
11
12 13