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iShares Russell 1000 Value ETF
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Overview Fund Activity

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
BIT
BlackRock Institutional Trust
California
$79.5M
3
Deutsche Bank
Deutsche Bank
Germany
$102M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$883M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B

Top Sellers

1
HI
Horizon Investments
North Carolina
$6.07M
2
USAA
United Services Automobile Association
Texas
$145M
3
CB
Commerce Bank
Missouri
$244M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
5
Wells Fargo
Wells Fargo
California
$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
376
American Investment Services
Massachusetts
$273K – – –
FCBT
377
First Citizens Bank & Trust
North Carolina
$273K +$273K +2,692 New
AA
378
Alesco Advisors
New York
$273K +$273K +2,696 New
NIA
379
Northstar Investment Advisors
Colorado
$269K -$3.04K -30 -1%
PGFC
380
Peapack-Gladstone Financial Corp
New Jersey
$265K – – –
KCM
381
Kornitzer Capital Management
Kansas
$263K +$263K +2,600 New
HCM
382
Hollencrest Capital Management
California
$260K – – –
GIP
383
Greatmark Investment Partners
Georgia
$259K – – –
Parallax Volatility Advisers
384
Parallax Volatility Advisers
California
$256K +$239K +2,366 +1,434%
CIC
385
Carnegie Investment Counsel
Ohio
$253K +$253K +2,500 New
BOTW
386
Bank of the West
California
$249K -$32.2K -318 -11%
LBC
387
Lowe Brockenbrough & Co
Virginia
$246K -$11.6K -114 -4%
LW
388
Linscomb Wealth
Texas
$246K – – –
CCM
389
Covington Capital Management
California
$242K +$242K +2,375 New
DBT
390
Dubuque Bank & Trust
Iowa
$241K – – –
RC
391
RegentAtlantic Capital
New Jersey
$237K +$21.5K +212 +10%
PP
392
Palladium Partners
Virginia
$235K – – –
WCM
393
Wisconsin Capital Management
Wisconsin
$228K – – –
CCM
394
Condor Capital Management
New Jersey
$226K – – –
BFS
395
Bradley Foster & Sargent
Connecticut
$219K – – –
BRWA
396
B. Riley Wealth Advisors
Florida
$218K +$95.5K +2,146 +78%
SFS
397
Strategic Financial Services
New York
$208K +$208K +2,050 New
LCM
398
LVM Capital Management
Michigan
$206K -$80.9K -800 -28%
CAM
399
Carret Asset Management
New York
$203K +$203K +2,008 New
SCP
400
Syntal Capital Partners
Texas
$202K -$57.4K -567 -22%
14 15
16
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