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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
Goldman Sachs
2
Goldman Sachs
New York
$792M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.04B
4
WKKFT
4
W.K. Kellogg Foundation Trust
Michigan
$54.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$86.4M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
276
Investment Partners
Ohio
$1.03M +$231K +2,469 +29%
FIM
277
Freedom Investment Management
Connecticut
$1.02M -$1.51M -13,989 -60%
3AM
278
3D Asset Management
Connecticut
$1.01M -$16.2K -174 -2%
PFA
279
Pure Financial Advisors
California
$1M +$229K +2,452 +30%
Fiera Capital (Canada)
280
Fiera Capital (Canada)
Quebec, Canada
$978K -$470K -5,042 -32%
DT
281
Diversified Trust
Tennessee
$951K -$202K -2,164 -18%
HTC
282
Haverford Trust Company
Pennsylvania
$943K – – –
NFG
283
Next Financial Group
Texas
$941K +$15.3K +164 +2%
MAS
284
Madden Advisory Services
Florida
$936K – – –
NCMW
285
Northern Capital Management (Wisconsin)
Wisconsin
$929K -$1.03K -11 -0.1%
FPTW
286
Franklin, Parlapiano, Turner & Welch
Texas
$922K – – –
F
287
FutureAdvisor
California
$915K -$37.4K -401 -4%
DRS
288
Deane Retirement Strategies
Louisiana
$909K -$154K -1,654 -15%
OCG
289
Opus Capital Group
Ohio
$893K +$72.3K +775 +9%
EWM
290
Evercore Wealth Management
New York
$890K – – –
IWM
291
Integrated Wealth Management
California
$878K +$2.24K +24 +0.3%
BAAM
292
Baker Avenue Asset Management
California
$871K – – –
HB
293
Homrich & Berg
Georgia
$860K -$53.1K -570 -6%
HSA
294
HBK Sorce Advisory
Pennsylvania
$860K +$23.8K +255 +3%
Macquarie Group
295
Macquarie Group
Australia
$860K +$860K +9,223 New
SMC
296
Smith, Moore & Co
Missouri
$842K +$189K +2,026 +29%
AL
297
AJO LP
Pennsylvania
$822K +$147K +1,580 +22%
ICAS
298
Investors Capital Advisory Services
Massachusetts
$822K +$153K +1,639 +23%
RC
299
Rinet Company
Massachusetts
$812K +$52.7K +565 +7%
ST
300
Spinnaker Trust
Maine
$785K – – –
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