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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 %
WP
326
WMS Partners
Maryland
$247K +$4.31K +50 +2%
WA
327
WealthTrust-Arizona
Arizona
$245K +$86 +1 +0%
CTC
328
Central Trust Company
Missouri
$244K +$244K +2,825 New
MJP
329
Michael J. Puzo
$235K – – –
Bessemer Group
330
Bessemer Group
New Jersey
$224K +$224K +2,601 New
GIP
331
Greatmark Investment Partners
Georgia
$220K – – –
LW
332
Linscomb Wealth
Texas
$217K +$217K +2,521 New
BRWA
333
B. Riley Wealth Advisors
Florida
$202K +$16.6K +193 +9%
PP
334
Palladium Partners
Virginia
$200K – – –
WA
335
WFG Advisors
Texas
$184K -$5.78K -67 -3%
TWA
336
TCI Wealth Advisors
Arizona
$178K – – –
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$155K – – –
ClearBridge Investments
338
ClearBridge Investments
New York
$151K – – –
SSB
339
Sandy Spring Bank
Maryland
$138K – – –
ST
340
Smithfield Trust
Pennsylvania
$134K – – –
BBHC
341
Brown Brothers Harriman & Co
New York
$95K – – –
OFS
342
Orrstown Financial Services
Pennsylvania
$95K +$95K +1,100 New
IAS
343
INR Advisory Services
Pennsylvania
$92K – – –
CFA
344
Carroll Financial Associates
North Carolina
$90K +$90K +1,052 New
PAS
345
Partnervest Advisory Services
California
$86K +$86K +1,000 New
JFA
346
JNBA Financial Advisors
Minnesota
$78K – – –
HF
347
Hoxton Financial
West Virginia
$77K – – –
Parallax Volatility Advisers
348
Parallax Volatility Advisers
California
$69K +$69K +800 New
MAM
349
Meeder Asset Management
Ohio
$60K -$22.1K -255 -27%
WRM
350
Westport Resources Management
Connecticut
$56K – – –
12 13
14
15 16