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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 %
Federated Hermes
326
Federated Hermes
Pennsylvania
$578K 6,200 +6,200 New
PGFC
327
Peapack-Gladstone Financial Corp
New Jersey
$575K 6,162 +660 +12%
SSB
328
Sandy Spring Bank
Maryland
$567K 6,082 -755 -11%
WS
329
Wedbush Securities
California
$555K 5,950 -345 -5%
CIA
330
Choate Investment Advisors
Massachusetts
$554K 5,940 +5,940 New
PFA
331
Paradigm Financial Advisors
Missouri
$541K 5,807 +385 +7%
NEPPG
332
New England Professional Planning Group
Rhode Island
$532K 5,287 -4,699 -47%
HNB
333
Huntington National Bank
Ohio
– – – –
Chevy Chase Trust
334
Chevy Chase Trust
Maryland
$517K 5,543 – –
CC
335
Cassaday & Co
Virginia
$509K 5,453 +2,938 +117%
MJP
336
Michael J. Puzo
$507K 5,430 -870 -14%
BP
337
BBR Partners
New York
$506K 5,425 – –
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$492K 5,272 – –
MWM
339
Modera Wealth Management
New Jersey
$487K 5,218 +1,702 +48%
FWIA
340
Fort Washington Investment Advisors
Ohio
$483K 5,175 -800 -13%
HCM
341
Harvest Capital Management
New Hampshire
$477K 4,622 – –
SHWM
342
Smith & Howard Wealth Management
Georgia
$468K 5,012 -205 -4%
IB
343
Intrust Bank
Kansas
$468K 5,022 – –
ACA
344
Anchor Capital Advisors
Massachusetts
$458K 4,905 +780 +19%
PSI
345
Pinnacle Summer Investments
Virginia
$451K 4,836 +3,231 +201%
CCT
346
Capital City Trust
Florida
$434K 4,650 -1,000 -18%
RCM
347
Rivernorth Capital Management
Florida
$427K 4,573 -4,500 -50%
APSP
348
Asset Planning Services (Pennsylvania)
Pennsylvania
$427K 4,575 +1,247 +37%
ONB
349
Old National Bancorp
Indiana
$421K 4,516 +2,442 +118%
PMFA
350
Plante Moran Financial Advisors
Michigan
$412K 4,415 – –
12 13
14
15 16