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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
401
Ameritas Investment Partners
Nebraska
$251K 2,703 -787 -23%
FWP
402
FAS Wealth Partners
Kansas
$248K 2,664 – –
RP
403
Riverbridge Partners
Minnesota
$245K 2,625 -763 -23%
FMW
404
Farr Miller & Washington
District of Columbia
$245K 2,630 – –
AIS
405
American Investment Services
Massachusetts
$244K 2,615 – –
JIC
406
Joel Isaacson & Co
New York
$243K 2,603 +113 +5%
HIM
407
Hanlon Investment Management
New Jersey
$241K 2,580 – –
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$239K 2,389 +1,797 +304%
HIMC
409
Heritage Investors Management Corp
Maryland
$239K 2,563 – –
GWM
410
Gupta Wealth Management
California
$236K 2,531 -1,602 -39%
HCM
411
Hollencrest Capital Management
California
$236K 2,527 – –
TAM
412
Todd Asset Management
Kentucky
$236K 2,527 +2,527 New
CAL
413
Capital Analysts LLC
Pennsylvania
$236K 2,527 +2,527 New
BFS
414
Bradley Foster & Sargent
Connecticut
$235K 2,521 -1,458 -37%
EWA
415
EP Wealth Advisors
California
$235K 2,519 +2,519 New
BHBT
416
Burke & Herbert Bank & Trust
Virginia
$233K 2,505 – –
FPCP
417
Fort Point Capital Partners
California
$233K 2,494 +175 +8%
LBC
418
Lowe Brockenbrough & Co
Virginia
$226K 2,428 – –
DBT
419
Dubuque Bank & Trust
Iowa
$225K 2,409 – –
BOTW
420
Bank of the West
California
$224K 2,404 +217 +10%
RFA
421
Reilly Financial Advisors
California
$223K 2,392 -75 -3%
ACM
422
Advisors Capital Management
New Jersey
$220K 2,362 +2,362 New
KIA
423
KCM Investment Advisors
California
$216K 2,318 – –
PP
424
Palladium Partners
Virginia
$216K 2,316 – –
RPGK
425
Retirement Planning Group (Kansas)
Kansas
$215K 2,305 – –
15 16
17
18 19