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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 %
FNT
376
First National Trust
Pennsylvania
$454K – – –
PCMK
377
Paragon Capital Management (Kansas)
Kansas
$443K -$30.8K -295 -6%
CTC
378
Central Trust Company
Missouri
$441K +$20.2K +193 +5%
RW
379
Rand Wealth
Maryland
$439K +$27.6K +266 +7%
SAM
380
Solaris Asset Management
New York
$433K +$74.8K +717 +21%
GG
381
Gofen & Glossberg
Illinois
$428K – – –
UBWV
382
United Bank (West Virginia)
West Virginia
$423K – – –
BWFM
383
Bridgewater Wealth & Financial Management
Maryland
$423K +$423K +4,047 New
Invesco
384
Invesco
Georgia
$418K +$418K +4,006 New
BFA
385
Beaumont Financial Advisors
Massachusetts
$412K -$22M -210,542 -98%
EWM
386
Evermay Wealth Management
Virginia
$412K – – –
SPC
387
Sigma Planning Corp
Michigan
$408K +$408K +3,912 New
JPTCCM
388
J.P. Turner & Co Capital Management
Georgia
$406K +$406K +3,866 New
VCP
389
Vista Capital Partners
Oregon
$404K – – –
FNBT
390
FineMark National Bank & Trust
Florida
$400K +$16.4K +157 +4%
GIP
391
Greatmark Investment Partners
Georgia
$399K – – –
CBN
392
Cadence Bank NA
Texas
$396K – – –
SCM
393
Summit Capital Management
Washington
$389K – – –
CT
394
Cambridge Trust
Massachusetts
$384K – – –
WAM
395
Weatherly Asset Management
California
$383K – – –
WA
396
Wealth Architects
California
$375K +$375K +3,593 New
KIG
397
Kovitz Investment Group
Illinois
$372K +$12.5K +120 +3%
KA
398
Klingman & Associates
New York
$368K +$368K +3,525 New
MWM
399
Modera Wealth Management
New Jersey
$367K -$22.8K -218 -6%
Bessemer Group
400
Bessemer Group
New Jersey
$364K +$15.1K +145 +4%
14 15
16
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