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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 %
FNBT
351
FineMark National Bank & Trust
Florida
$397K 4,255 +1 +0%
CTC
352
Central Trust Company
Missouri
$394K 4,222 -44 -1%
DIA
353
Dana Investment Advisors
Wisconsin
$393K 4,209 +4,209 New
EWM
354
Evermay Wealth Management
Virginia
$385K 4,127 – –
KA
355
Klingman & Associates
New York
$383K 4,107 +696 +20%
GG
356
Gofen & Glossberg
Illinois
$382K 4,100 – –
FWCM
357
Ferguson Wellman Capital Management
Oregon
$381K 4,080 – –
Two Sigma Investments
358
Two Sigma Investments
New York
$380K 4,069 +4,069 New
MCM
359
Maple Capital Management
Vermont
$378K 4,057 +57 +1%
PI
360
PineBridge Investments
New York
$373K 3,997 +430 +12%
VCP
361
Vista Capital Partners
Oregon
$361K 3,865 – –
RW
362
Rand Wealth
Maryland
$358K 3,837 -260 -6%
BWFM
363
Bridgewater Wealth & Financial Management
Maryland
$350K 3,751 -368 -9%
Franklin Resources
364
Franklin Resources
California
$349K 3,745 -67 -2%
BSA
365
Braun Stacey Associates
New York
$348K 3,735 -3,089 -45%
PFS
366
Prospera Financial Services
Texas
$347K 3,725 +1,148 +45%
SCM
367
Summit Capital Management
Washington
$341K 3,656 -72 -2%
TI
368
Truepoint Inc
Ohio
$339K 3,629 -1,235 -25%
WA
369
Wealth Architects
California
$335K 3,593 – –
CL
370
CPWM LLC
Washington
$330K 3,539 +590 +20%
KIG
371
Kovitz Investment Group
Illinois
$325K 3,488 – –
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$319K 3,420 -300 -8%
PFG
373
Pacific Financial Group
Washington
$319K 3,422 – –
MWP
374
MYCIO Wealth Partners
Pennsylvania
$319K 3,417 +245 +8%
SCM
375
Schneider Capital Management
Pennsylvania
$319K 3,420 +3,420 New
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