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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 %
EB
351
Eastern Bank
Massachusetts
$298K – – –
KIG
352
Kovitz Investment Group
Illinois
$293K +$9.42K +100 +3%
VFAM
353
Valley Forge Asset Management
Pennsylvania
$283K -$160K -1,700 -36%
CS
354
Comerica Securities
Michigan
$282K +$282K +2,993 New
WCM
355
Wealthcare Capital Management
Virginia
$281K – – –
LBC
356
Lowe Brockenbrough & Co
Virginia
$277K -$48K -510 -15%
FCBT
357
First Citizens Bank & Trust
North Carolina
$277K +$277K +2,946 New
TT
358
Tower Trust
Indiana
$275K – – –
WP
359
WMS Partners
Maryland
$270K – – –
LCM
360
LVM Capital Management
Michigan
$264K -$5.17K -55 -2%
PGFC
361
Peapack-Gladstone Financial Corp
New Jersey
$259K -$189K -2,002 -42%
BRWA
362
B. Riley Wealth Advisors
Florida
$259K +$38.7K +411 +18%
AIS
363
American Investment Services
Massachusetts
$254K -$20.2K -215 -7%
TWA
364
TCI Wealth Advisors
Arizona
$254K +$58.8K +623 +30%
Bessemer Group
365
Bessemer Group
New Jersey
$245K – – –
CTC
366
Central Trust Company
Missouri
$244K -$22.3K -237 -8%
GIP
367
Greatmark Investment Partners
Georgia
$241K – – –
HCM
368
Hollencrest Capital Management
California
$241K +$241K +2,567 New
TSW
369
Thompson Siegel & Walmsley
Virginia
$240K +$205K +2,181 +589%
LW
370
Linscomb Wealth
Texas
$229K -$8.87K -94 -4%
FA
371
FCG Advisors
New Jersey
$228K -$2.03M -21,533 -90%
FBNAT
372
FirstMerit Bank N.A. Trustee
Ohio
$219K +$219K +2,327 New
PP
373
Palladium Partners
Virginia
$218K – – –
BFG
374
Beacon Financial Group
Texas
$215K -$94.3K -1,004 -30%
FPCP
375
Fort Point Capital Partners
California
$215K +$215K +2,284 New
13 14
15
16 17