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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 %
IB
301
Intrust Bank
Kansas
$517K – – –
RCM
302
Rivernorth Capital Management
Florida
$509K +$509K +5,400 New
BPBT
303
Boston Private Bank & Trust
Massachusetts
$507K – – –
PCM
304
Prelude Capital Management
New York
$506K +$506K +5,374 New
SCM
305
Snow Capital Management
Pennsylvania
$496K +$496K +5,265 New
ClearBridge Investments
306
ClearBridge Investments
New York
$486K +$321K +3,415 +195%
MHS
307
M Holdings Securities
Oregon
$483K +$483K +5,129 New
MCM
308
Maple Capital Management
Vermont
$471K -$1.6K -17 -0.3%
MGIA
309
Moneta Group Investment Advisors
Missouri
$468K – – –
VIA
310
Vantage Investment Advisors
Pennsylvania
$467K +$467K +4,959 New
TNB
311
Thomasville National Bank
Georgia
$466K +$466K +4,946 New
TFCP
312
Twin Focus Capital Partners
Massachusetts
$465K +$39.5K +419 +9%
BSW
313
Buckingham Strategic Wealth
Missouri
$463K – – –
PSI
314
Pinnacle Summer Investments
Virginia
$462K +$151K +1,605 +49%
SPIO
315
Seven Post Investment Office
California
$461K +$461K +4,892 New
PCMK
316
Paragon Capital Management (Kansas)
Kansas
$456K – – –
RCA
317
Rex Capital Advisors
Rhode Island
$445K +$4.05K +43 +0.9%
RIA
318
Regal Investment Advisors
Michigan
$443K +$98.1K +1,043 +28%
CFA
319
Cahill Financial Advisors
Minnesota
$443K +$443K +4,698 New
ST
320
Sentinel Trust
Texas
$440K -$34.5K -367 -7%
HCM
321
Horrell Capital Management
Arkansas
$439K +$439K +4,677 New
LD
322
Lipe & Dalton
New York
$430K +$41.9K +445 +11%
SFA
323
Sequoia Financial Advisors
Ohio
$426K +$426K +4,521 New
FWCM
324
Ferguson Wellman Capital Management
Oregon
$425K +$46.3K +492 +12%
MWM
325
Modera Wealth Management
New Jersey
$400K +$95.3K +1,011 +31%
11 12
13
14 15