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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 %
BCM
276
Brookmont Capital Management
Texas
$1.43M +$1.43M +13,650 New
Charles Schwab
277
Charles Schwab
California
$1.38M -$190K -1,815 -12%
GF
278
Gerstein Fisher
New York
$1.37M +$313K +3,003 +30%
DWM
279
Dakota Wealth Management
Florida
$1.36M +$1.36M +13,024 New
3AM
280
3D Asset Management
Connecticut
$1.34M -$104K -997 -7%
TSS
281
Two Sigma Securities
New York
$1.3M +$1.3M +12,423 New
DT
282
Diversified Trust
Tennessee
$1.29M +$1.29M +12,359 New
SC
283
Savant Capital
Illinois
$1.28M -$160K -1,534 -11%
ACS
284
Archford Capital Strategies
Illinois
$1.27M +$23.5K +225 +2%
RCM
285
Rivernorth Capital Management
Florida
$1.25M -$565K -5,415 -31%
BAS
286
Brown Advisory Securities
Maryland
$1.25M +$173K +1,654 +16%
CM
287
Cornerstone Management
Georgia
$1.23M +$1.23M +11,809 New
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$1.19M +$100K +959 +9%
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$1.18M -$12.1K -116 -1%
FPTW
290
Franklin, Parlapiano, Turner & Welch
Texas
$1.18M – – –
DRS
291
Deane Retirement Strategies
Louisiana
$1.18M +$1.18M +11,288 New
CFA
292
Cahill Financial Advisors
Minnesota
$1.14M -$17.3K -166 -2%
GLA
293
Great Lakes Advisors
Illinois
$1.13M +$280K +2,677 +33%
BBHC
294
Brown Brothers Harriman & Co
New York
$1.11M – – –
SCA
295
STALEY CAPITAL ADVISERS
Pennsylvania
$1.11M +$157K +1,500 +16%
MCM
296
Manchester Capital Management
Vermont
$1.09M -$22.5K -216 -2%
HB
297
Homrich & Berg
Georgia
$1.07M +$16.6K +159 +2%
MAS
298
Madden Advisory Services
Florida
$1.05M – – –
PFA
299
Pure Financial Advisors
California
$1.03M -$2.82K -27 -0.3%
AllianceBernstein
300
AllianceBernstein
Tennessee
$1.02M -$83K -795 -8%
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