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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
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

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 Market Value Shares Shares
Change 		Shares
Change %
DDPIC
301
Deroy & Devereaux Private Investment Counsel
Michigan
$781K 8,378 -400 -5%
SCA
302
STALEY CAPITAL ADVISERS
Pennsylvania
$780K 8,357 -800 -9%
FHB
303
First Hawaiian Bank
Hawaii
$777K 8,335 – –
FMWA
304
Forvis Mazars Wealth Advisors
Missouri
$763K 8,177 -1,960 -19%
FC
305
Forte Capital
New York
$761K 8,159 -50 -0.6%
VIA
306
Vantage Investment Advisors
Pennsylvania
$757K 8,118 +2 +0%
FANJ
307
Financial Architects (New Jersey)
New Jersey
$751K 8,050 -350 -4%
SCM
308
Snow Capital Management
Pennsylvania
$751K 8,050 +8,050 New
TIM
309
Tortoise Investment Management
New York
$745K 7,992 – –
ACM
310
Argentus Capital Management
Texas
$740K 7,934 +7,934 New
TNB
311
Thomasville National Bank
Georgia
$727K 7,792 – –
AA
312
Ancora Advisors
Ohio
$704K 7,548 – –
CC
313
Courier Capital
New York
$703K 7,534 – –
Victory Capital Management
314
Victory Capital Management
Texas
$693K 7,430 – –
SHJ
315
Sharkey, Howes & Javer
Colorado
$680K 7,130 +7,130 New
MHS
316
M Holdings Securities
Oregon
$679K 7,275 -4,825 -40%
HA
317
Harfst & Associates
Wyoming
$646K 6,926 -21,757 -76%
MC
318
Middleton & Co
Massachusetts
$646K 6,925 -75 -1%
SCA
319
Stillwater Capital Advisors
Pennsylvania
$628K 6,736 -175 -3%
LA
320
Lau Associates
Delaware
$628K 6,730 – –
SIC
321
Sigma Investment Counselors
Michigan
$623K 6,684 – –
MMG
322
Monetary Management Group
Missouri
$620K 6,645 -1,125 -14%
DWM
323
Dakota Wealth Management
Florida
$612K 6,558 -6,487 -50%
PA
324
Pinnacle Associates
New York
$602K 6,459 – –
BBHC
325
Brown Brothers Harriman & Co
New York
$593K 6,359 -3,121 -33%
11 12
13
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