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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Sterneck Capital Management
Missouri
$323K -$153K -1,782 -32%
KIA
302
KCM Investment Advisors
California
$319K +$319K +3,696 New
GLA
303
Great Lakes Advisors
Illinois
$317K +$6.57K +76 +2%
RIA
304
Regal Investment Advisors
Michigan
$316K +$32.9K +382 +12%
CBN
305
Cadence Bank NA
Texas
$315K – – –
NIA
306
Northstar Investment Advisors
Colorado
$308K -$2.07K -24 -0.7%
LBC
307
Lowe Brockenbrough & Co
Virginia
$298K -$173K -2,000 -37%
PFG
308
Pacific Financial Group
Washington
$294K -$2.32K -27 -0.8%
BTNA
309
Bremer Trust National Association
Minnesota
$293K – – –
NES
310
New England Securities
New York
$288K +$89.6K +1,040 +45%
FT
311
Fiduciary Trust
Massachusetts
$286K -$53.7K -623 -16%
HCM
312
Harvest Capital Management
New Hampshire
$286K – – –
BFG
313
Beacon Financial Group
Texas
$286K +$286K +3,292 New
PSI
314
Pinnacle Summer Investments
Virginia
$285K – – –
CCM
315
Coldstream Capital Management
Washington
$281K – – –
MWM
316
Modera Wealth Management
New Jersey
$279K – – –
RP
317
Riverbridge Partners
Minnesota
$277K +$3.37K +39 +1%
EB
318
Eastern Bank
Massachusetts
$272K – – –
HNB
319
Huntington National Bank
Ohio
$267K -$201K – –
MWP
320
MYCIO Wealth Partners
Pennsylvania
$264K +$1.38K +16 +0.5%
KIG
321
Kovitz Investment Group
Illinois
$259K -$250K -2,900 -49%
WCM
322
Wealthcare Capital Management
Virginia
$257K – – –
TT
323
Tower Trust
Indiana
$252K +$252K +2,919 New
AIS
324
American Investment Services
Massachusetts
$251K -$15.5K -180 -6%
LCM
325
LVM Capital Management
Michigan
$247K -$73.8K -855 -23%
11 12
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