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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
+$338M
2
Franklin Resources
Franklin Resources
California
+$116M
3
American Century Companies
American Century Companies
Missouri
+$112M
4
USAA
United Services Automobile Association
Texas
+$87.2M
5
BTS
BB&T Securities
Virginia
+$49.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$387M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$320M
3
BIT
BlackRock Institutional Trust
California
-$43.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.6M
5
SIM
Sigma Investment Management
Oregon
-$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
351
Bridges Investment Counsel
Nebraska
$569K -$16.7K -160 -3%
PFA
352
Paradigm Financial Advisors
Missouri
$566K – – –
BPBT
353
Boston Private Bank & Trust
Massachusetts
$558K – – –
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$550K – – –
AI
355
Accredited Investors
Minnesota
$550K +$550K +5,264 New
KCM
356
Karp Capital Management
California
$547K +$547K +5,235 New
SSB
357
Sandy Spring Bank
Maryland
$546K +$20.9K +200 +4%
SHWM
358
Smith & Howard Wealth Management
Georgia
$545K -$106K -1,015 -16%
BBPWM
359
Blue Bell Private Wealth Management
Pennsylvania
$544K -$20.8K -200 -4%
RIA
360
Regal Investment Advisors
Michigan
$540K -$68.1K -652 -11%
Boston Partners
361
Boston Partners
Massachusetts
$527K +$527K +5,044 New
IB
362
Intrust Bank
Kansas
$524K – – –
MCM
363
Maple Capital Management
Vermont
$522K – – –
RCA
364
Rex Capital Advisors
Rhode Island
$501K +$1.67K +16 +0.3%
FWCM
365
Ferguson Wellman Capital Management
Oregon
$500K +$14.6K +140 +3%
PSI
366
Pinnacle Summer Investments
Virginia
$498K – – –
RC
367
RegentAtlantic Capital
New Jersey
$494K +$198K +1,900 +67%
BFS
368
Bradley Foster & Sargent
Connecticut
$492K +$44.3K +424 +10%
PI
369
PineBridge Investments
New York
$491K -$453K -4,340 -48%
HNB
370
Huntington National Bank
Ohio
$489K -$380K – –
HCM
371
Harvest Capital Management
New Hampshire
$483K +$32K +306 +7%
HCM
372
Horrell Capital Management
Arkansas
$482K +$8.36K +80 +2%
GWM
373
Greenwich Wealth Management
Connecticut
$474K +$80.3K +769 +20%
BII
374
Bainco International Investors
Massachusetts
$470K – – –
PMFA
375
Plante Moran Financial Advisors
Michigan
$461K -$20.4K -195 -4%
13 14
15
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