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iShares Russell 1000 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$529M
2
MAA
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
William Blair & Company
Illinois
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.25B
5
PPA
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
American International Group
New York
$5.66M
2
CB
Commerce Bank
Missouri
$294M
3
CC
Curian Capital
Colorado
$115M
4
VF
Virtu Financial
New York
$24.5M
5
CI
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
276
Compagnie Lombard Odier SCmA
Switzerland
$681K +$681K +7,230 New
HC
277
HHG & Company
Connecticut
$678K +$7.17K +76 +1%
MMG
278
Monetary Management Group
Missouri
$662K -$172K -1,825 -21%
Chevy Chase Trust
279
Chevy Chase Trust
Maryland
$659K – – –
ABC
280
Associated Banc-Corp
Wisconsin
$656K -$21.2K -225 -3%
TFA
281
Transamerica Financial Advisors
Florida
$651K +$156K +1,649 +31%
LA
282
Lau Associates
Delaware
$634K – – –
GA
283
Geneva Advisors
Illinois
$625K +$67.3K +714 +12%
AA
284
Ancora Advisors
Ohio
$618K +$17.5K +186 +3%
SIC
285
Sigma Investment Counselors
Michigan
$612K -$28.2K -300 -4%
CK
286
Carnick & Kubik
Colorado
$612K +$942 +10 +0.2%
NES
287
New England Securities
New York
$601K +$286K +3,039 +91%
SHWM
288
Smith & Howard Wealth Management
Georgia
$598K – – –
SCM
289
SOL Capital Management
Maryland
$598K +$65.9K +700 +12%
BIC
290
Bridges Investment Counsel
Nebraska
$594K -$15.1K -160 -2%
PA
291
Pinnacle Associates
New York
$588K +$220K +2,337 +60%
RFA
292
Reilly Financial Advisors
California
$587K – – –
GLA
293
Great Lakes Advisors
Illinois
$587K +$241K +2,561 +70%
FANJ
294
Financial Architects (New Jersey)
New Jersey
$585K +$18.9K +200 +3%
FWIA
295
Fort Washington Investment Advisors
Ohio
$581K +$28.2K +300 +5%
SCA
296
Stillwater Capital Advisors
Pennsylvania
$575K +$3.86K +41 +0.7%
NFG
297
NewFocus Financial Group
Washington
$562K +$562K +5,972 New
Fiera Capital (Canada)
298
Fiera Capital (Canada)
Quebec, Canada
$554K +$554K +5,880 New
EFSCE
299
Enterprise Financial Services Corp (EFSC)
Missouri
$548K -$35.2K -374 -6%
AIP
300
Ameritas Investment Partners
Nebraska
$522K -$1.79K -19 -0.3%
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