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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
Franklin Resources
California
$116M
3
American Century Companies
American Century Companies
Missouri
$119M
4
USAA
United Services Automobile Association
Texas
$238M
5
BTS
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$188M
5
SIM
Sigma Investment Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
251
Cassaday & Co
Virginia
$2.09M +$2.09M +20,023 New
OPCM
252
Osborne Partners Capital Management
California
$2.09M – – –
MFS
253
MSI Financial Services
Massachusetts
$2.09M +$74.2K +711 +4%
FIM
254
Freedom Investment Management
Connecticut
$2.07M -$155K -1,481 -7%
GA
255
Geneva Advisors
Illinois
$2.05M +$1.11M +10,638 +118%
PPA
256
Parametric Portfolio Associates
Washington
$2.01M +$2.01M +19,230 New
CCT
257
Country Club Trust
Missouri
$1.95M -$1.57K -15 -0.1%
HTC
258
Haverford Trust Company
Pennsylvania
$1.88M -$93.4K -895 -5%
SC
259
SouthState Corp
Florida
$1.87M -$476K -4,555 -20%
VKH
260
Virtu KCG Holdings
New York
$1.83M +$1.58M +15,160 +633%
NCMW
261
Northern Capital Management (Wisconsin)
Wisconsin
$1.77M -$15.7K -150 -0.9%
F
262
FolioMetrix
Nebraska
$1.77M +$1.77M +17,075 New
Fiera Capital (Canada)
263
Fiera Capital (Canada)
Quebec, Canada
$1.75M +$1.75M +16,746 New
Two Sigma Investments
264
Two Sigma Investments
New York
$1.7M +$1.7M +16,300 New
CWM
265
Concert Wealth Management
California
$1.67M +$494K +4,738 +42%
Janus Henderson Group
266
Janus Henderson Group
United Kingdom
$1.65M +$465K +4,456 +39%
PFM
267
Phillips Financial Management
Indiana
$1.6M -$148K -1,440 -8%
BJL
268
Brighton Jones LLC
Washington
$1.58M -$17K -163 -1%
CW
269
Cobiz Wealth
Colorado
$1.54M +$14.8K +142 +1%
BSW
270
Buckingham Strategic Wealth
Missouri
$1.53M +$347K +3,328 +29%
I
271
IberiaBank
Louisiana
$1.52M +$32.1K +307 +2%
BP
272
Ballentine Partners
Massachusetts
$1.48M +$52.6K +504 +4%
IC
273
Institutional Capital
Illinois
$1.46M +$1.46M +13,998 New
RBC
274
Ronald Blue & Co
Georgia
$1.45M +$379K +3,626 +36%
SGC
275
South Georgia Capital
Illinois
$1.43M -$185K -1,770 -11%
9 10
11
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