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iShares Russell 1000 Value ETF
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Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
M&T Bank
New York
$152M
3
CC
Curian Capital
Colorado
$302M
4
EFS
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
Appleton Group
Wisconsin
$10.5M
2
BDF
Balasa Dinverno & Foltz
$87.1M
3
CB
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
401
Adirondack Trust Company
New York
$180K – – –
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$179K -$600 -6 -0.3%
TWA
403
TCI Wealth Advisors
Arizona
$177K – – –
WA
404
WealthTrust-Arizona
Arizona
$171K +$100 +1 +0.1%
BEAM
405
Baker Ellis Asset Management
Washington
$170K – – –
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$164K +$164K +1,644 New
CWM
407
Cranbrook Wealth Management
Michigan
$160K – – –
ST
408
Smithfield Trust
Pennsylvania
$140K -$100 -1 -0.1%
LIA
409
LS Investment Advisors
Michigan
$125K – – –
LNB
410
Ledyard National Bank
$110K – – –
ECM
411
Exchange Capital Management
Michigan
$105K +$105K +1,048 New
OFS
412
Orrstown Financial Services
Pennsylvania
$101K – – –
FCCM
413
First City Capital Management
Georgia
$100K – – –
GAM
414
Gemmer Asset Management
California
$99K +$90.4K +906 +1,053%
HF
415
Hoxton Financial
West Virginia
$97K – – –
JFA
416
JNBA Financial Advisors
Minnesota
$91K – – –
AWM
417
Avior Wealth Management
Nebraska
$90K – – –
WA
418
Winfield Associates
Ohio
$80K – – –
DADC
419
D.A. Davidson & Co
Montana
$78K -$107K -1,067 -58%
DSC
420
Duncker Streett & Co
Missouri
$66K – – –
WRM
421
Westport Resources Management
Connecticut
$65K – – –
TF
422
Tompkins Financial
New York
$63K – – –
OIA
423
Optimum Investment Advisors
Illinois
$51K +$49.2K +494 +2,744%
M
424
MOTCO
Texas
$49K +$49K +489 New
SFPM
425
Sensible Financial Planning & Management
Massachusetts
$42K +$42K +424 New
15 16
17
18 19