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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$494M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$234M
3
American Century Companies
American Century Companies
Missouri
+$111M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$67.1M
5
Goldman Sachs
Goldman Sachs
New York
+$49.6M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$234M
2
MAA
Managed Account Advisors
New Jersey
-$124M
3
Deutsche Bank
Deutsche Bank
Germany
-$108M
4
Franklin Resources
Franklin Resources
California
-$87.7M
5
CC
Curian Capital
Colorado
-$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
376
Sterneck Capital Management
Missouri
$352K +$352K +3,416 New
BTNA
377
Bremer Trust National Association
Minnesota
$350K – – –
RP
378
Riverbridge Partners
Minnesota
$349K +$5.78K +56 +2%
FFA
379
First Foundation Advisors
California
$349K +$349K +3,386 New
Bessemer Group
380
Bessemer Group
New Jersey
$344K -$14.9K -145 -4%
RPGK
381
Retirement Planning Group (Kansas)
Kansas
$339K +$339K +3,290 New
KIG
382
Kovitz Investment Group
Illinois
$333K -$33.6K -326 -9%
RFA
383
Reilly Financial Advisors
California
$328K -$31K -300 -9%
NFC
384
Northeast Financial Consultants
Connecticut
$327K +$327K +3,169 New
SCM
385
Schneider Capital Management
Pennsylvania
$326K -$276K -2,680 -46%
EB
386
Eastern Bank
Massachusetts
$326K – – –
MWP
387
MYCIO Wealth Partners
Pennsylvania
$325K +$1.75K +17 +0.5%
CWM
388
Concert Wealth Management
California
$325K +$97.8K +6,877 +43%
AIM
389
Allen Investment Management
New York
$324K – – –
CG
390
Colony Group
Massachusetts
$320K +$105K +1,024 +49%
LW
391
Linscomb Wealth
Texas
$317K +$515 +5 +0.2%
SWM
392
SVA Wealth Management
Wisconsin
$311K +$311K +3,015 New
KIA
393
KCM Investment Advisors
California
$310K – – –
CWA
394
Convergent Wealth Advisors
Maryland
$306K +$306K +2,971 New
RBC
395
Roble Belko & Company
Pennsylvania
$304K +$304K +2,945 New
CL
396
CPWM LLC
Washington
$303K +$32.4K +314 +12%
KCM
397
Karp Capital Management
California
$302K -$239K -2,310 -44%
FPCP
398
Fort Point Capital Partners
California
$295K +$38.8K +377 +15%
CCM
399
Coldstream Capital Management
Washington
$293K +$2.06K +20 +0.7%
QCMC
400
Quantum Capital Management (California)
California
$291K – – –
14 15
16
17 18