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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
376
Camarda Financial Advisors
Florida
$1K -$445K -7,122 -100%
PTC
377
Private Trust Company
Ohio
$1K – – –
RMPT
378
Raytheon Master Pension Trust
Massachusetts
– -$107M -1,266,042 Closed
FIG
379
FundX Investment Group
California
– -$5.07M -60,550 Closed
AB
380
Atlas Brown
Kentucky
– -$3.37M -40,221 Closed
SBCM
381
Silver Bridge Capital Management
Massachusetts
– -$2.47M -29,423 Closed
DA
382
DSC Advisors
Illinois
– -$2.22M -26,500 Closed
HTC
383
Haverford Trust Company
Pennsylvania
– -$1.88M -22,424 Closed
FIAS
384
FinTrust Investment Advisory Services
South Carolina
– -$1.23M -14,649 Closed
Nomura Holdings
385
Nomura Holdings
Japan
– -$1.23M -14,600 Closed
RCM
386
Rivernorth Capital Management
Florida
– -$1.19M -14,146 Closed
SYBT
387
Stock Yards Bank & Trust
Kentucky
– -$804K -9,590 Closed
RIM
388
Regent Investment Management
Kentucky
– -$651K -7,770 Closed
Jane Street
389
Jane Street
New York
– -$612K -7,300 Closed
FAAM
390
First Allied Asset Management
California
– -$522K -6,240 Closed
HCM
391
Horrell Capital Management
Arkansas
– -$361K -4,963 Closed
PFS
392
Prospera Financial Services
Texas
– -$373K -4,431 Closed
KA
393
Kovack Advisors
Florida
– -$261K -3,113 Closed
T
394
TradeWorx
New Jersey
– -$214K -2,557 Closed
MCM
395
Maryland Capital Management
Maryland
– -$200K -2,390 Closed
T
396
Thomaspartners
Massachusetts
– -$190K -2,269 Closed
ECAM
397
East Coast Asset Management
Massachusetts
– -$118K -1,409 Closed
IFWM
398
Institute for Wealth Management
Colorado
– -$81K -969 Closed
FHC
399
First Heartland Consultants
Missouri
– -$37K -447 Closed
SCG
400
Strategic Capital Group
Washington
– -$14K -167 Closed
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