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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
326
BBR Partners
New York
$560K 5,425 – –
RIA
327
Regal Investment Advisors
Michigan
$559K 5,423 -248 -4%
PFA
328
Paradigm Financial Advisors
Missouri
$559K 5,422 – –
EFSCE
329
Enterprise Financial Services Corp (EFSC)
Missouri
$544K 5,272 – –
CGH
330
Cleary Gull Holdings
Wisconsin
$544K 5,283 +5,283 New
SHWM
331
Smith & Howard Wealth Management
Georgia
$538K 5,217 – –
GWA
332
Genesis Wealth Advisors
Massachusetts
$522K 5,061 -1,244 -20%
IB
333
Intrust Bank
Kansas
$518K 5,022 – –
TI
334
Truepoint Inc
Ohio
$502K 4,864 +1,415 +41%
Allianz Asset Management
335
Allianz Asset Management
Germany
$499K 4,838 +1,216 +34%
HCM
336
Harvest Capital Management
New Hampshire
$477K 4,622 – –
GWM
337
Greenwich Wealth Management
Connecticut
$469K 4,542 – –
WP
338
WMS Partners
Maryland
$462K 4,479 +221 +5%
PMFA
339
Plante Moran Financial Advisors
Michigan
$455K 4,415 – –
CTC
340
Central Trust Company
Missouri
$440K 4,266 +105 +3%
FNBT
341
FineMark National Bank & Trust
Florida
$439K 4,254 -483 -10%
SPC
342
Sigma Planning Corp
Michigan
$436K 4,228 +343 +9%
GWM
343
Gupta Wealth Management
California
$426K 4,133 -498 -11%
EWM
344
Evermay Wealth Management
Virginia
$426K 4,127 +182 +5%
ACA
345
Anchor Capital Advisors
Massachusetts
$425K 4,125 -525 -11%
BWFM
346
Bridgewater Wealth & Financial Management
Maryland
$425K 4,119 +11 +0.3%
GG
347
Gofen & Glossberg
Illinois
$423K 4,100 – –
RW
348
Rand Wealth
Maryland
$423K 4,097 +33 +0.8%
FWCM
349
Ferguson Wellman Capital Management
Oregon
$421K 4,080 -95 -2%
MCM
350
Maple Capital Management
Vermont
$413K 4,000 – –
12 13
14
15 16