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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 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$1.45M
2
MAA
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
Deutsche Bank
Germany
$0
4
Franklin Resources
Franklin Resources
California
$27M
5
CC
Curian Capital
Colorado
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCMW
276
Northern Capital Management (Wisconsin)
Wisconsin
$1.03M -$724K -7,025 -41%
FPTW
277
Franklin, Parlapiano, Turner & Welch
Texas
$1.02M -$149K -1,444 -13%
RBC
278
Ronald Blue & Co
Georgia
$1.02M -$409K -3,970 -29%
BBHC
279
Brown Brothers Harriman & Co
New York
$1.01M -$87K -844 -8%
F
280
FutureAdvisor
California
$995K +$390K +3,767 +64%
MMG
281
Monetary Management Group
Missouri
$994K +$242K +2,350 +32%
GA
282
Geneva Advisors
Illinois
$987K -$1.04M -10,069 -51%
CFA
283
Cahill Financial Advisors
Minnesota
$986K -$135K -1,311 -12%
EWM
284
Evercore Wealth Management
New York
$984K +$210K +2,033 +27%
DDPIC
285
Deroy & Devereaux Private Investment Counsel
Michigan
$979K -$10.3K -100 -1%
IWM
286
Integrated Wealth Management
California
$961K +$961K +9,323 New
NFG
287
Next Financial Group
Texas
$947K -$2.58K -25 -0.3%
SCA
288
STALEY CAPITAL ADVISERS
Pennsylvania
$944K -$155K -1,500 -14%
BAAM
289
Baker Avenue Asset Management
California
$942K -$20.6K -200 -2%
VFA
290
Voya Financial Advisors
Connecticut
$936K +$936K +9,011 New
FANJ
291
Financial Architects (New Jersey)
New Jersey
$928K – – –
SMC
292
Smith, Moore & Co
Missouri
$909K -$22.5K -218 -2%
OCG
293
Opus Capital Group
Ohio
$907K +$4.23K +41 +0.5%
PFA
294
Pure Financial Advisors
California
$903K -$118K -1,145 -12%
CNB
295
City National Bank
California
$896K +$88.8K +861 +11%
FHB
296
First Hawaiian Bank
Hawaii
$870K – – –
GLA
297
Great Lakes Advisors
Illinois
$861K -$253K -2,457 -23%
FC
298
Forte Capital
New York
$853K – – –
TIM
299
Tortoise Investment Management
New York
$824K -$8.04K -78 -1%
WIC
300
Water Island Capital
New York
$812K +$812K +7,879 New
10 11
12
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