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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
251
Moneta Group Investment Advisors
Missouri
$1.43M 13,834 +6,389 +86%
AI
252
Atria Investments
North Carolina
$1.42M 13,808 +2,980 +28%
NEPWA
253
New England Private Wealth Advisors
Massachusetts
$1.42M 13,716 -8,893 -39%
CCT
254
Country Club Trust
Missouri
$1.38M 13,336 -490 -4%
DWM
255
Dakota Wealth Management
Florida
$1.35M 13,045 – –
SC
256
Savant Capital
Illinois
$1.34M 13,019 – –
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$1.32M 12,808 +1,788 +16%
BP
258
Ballentine Partners
Massachusetts
$1.32M 12,801 -455 -3%
MCM
259
Manchester Capital Management
Vermont
$1.28M 12,434 – –
DT
260
Diversified Trust
Tennessee
$1.28M 12,359 – –
MHS
261
M Holdings Securities
Oregon
$1.25M 12,100 +5,415 +81%
BAS
262
Brown Advisory Securities
Maryland
$1.23M 11,938 -1,452 -11%
CM
263
Cornerstone Management
Georgia
$1.22M 11,853 +109 +0.9%
ACM
264
Aviance Capital Management
Florida
$1.18M 11,403 +11,403 New
HCMT
265
Highland Capital Management (Tennessee)
Tennessee
$1.15M 11,117 -820 -7%
3AM
266
3D Asset Management
Connecticut
$1.14M 11,049 -142 -1%
TH
267
Timber Hill
Connecticut
$1.13M 10,922 -20,046 -65%
VFA
268
Voya Financial Advisors
Connecticut
$1.13M 10,924 +1,913 +21%
F
269
FutureAdvisor
California
$1.06M 10,211 +592 +6%
GF
270
Gerstein Fisher
New York
$1.06M 10,232 -27 -0.3%
FMWA
271
Forvis Mazars Wealth Advisors
Missouri
$1.05M 10,137 -1,650 -14%
GA
272
Geneva Advisors
Illinois
$1.05M 10,142 +569 +6%
HTC
273
Haverford Trust Company
Pennsylvania
$1.04M 10,109 -537 -5%
MAS
274
Madden Advisory Services
Florida
$1.04M 10,040 – –
NEPPG
275
New England Professional Planning Group
Rhode Island
$1.03M 9,986 +3,100 +45%
9 10
11
12 13