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iShares Russell 1000 Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$529M
2
MAA
2
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
3
William Blair & Company
Illinois
$101M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.25B
5
PPA
5
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
1
American International Group
New York
$5.66M
2
CB
2
Commerce Bank
Missouri
$294M
3
CC
3
Curian Capital
Colorado
$115M
4
VF
4
Virtu Financial
New York
$24.5M
5
CI
5
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFR
426
Lehman Financial Resources
Pennsylvania
$6K – – –
BFEC
427
Benjamin F. Edwards & Company
Missouri
$6K +$554 +6 +10%
TAT
428
TD Ameritrade Trust
Colorado
$4K – – –
Manulife (Manufacturers Life Insurance)
429
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.63K +$2.63K +27,964 New
DIA
430
Denver Investment Advisors
Colorado
$2.61K +$670 +7,114 +35%
OIA
431
Optimum Investment Advisors
Illinois
$2K – – –
PTC
432
Private Trust Company
Ohio
$1K – – –
CI
433
Cowen Inc
New York
– -$42.3M -490,237 Closed
SG Americas Securities
434
SG Americas Securities
New York
– -$10.9M -125,899 Closed
BFA
435
Beaumont Financial Advisors
Massachusetts
– -$9.2M -106,725 Closed
TRCT
436
Tower Research Capital (TRC)
New York
– -$4.21M -48,849 Closed
Millennium Management
437
Millennium Management
New York
– -$3.94M -45,665 Closed
Wellington Management Group
438
Wellington Management Group
Massachusetts
– -$2M -23,194 Closed
ICOA
439
Investment Centers of America
North Dakota
– -$929K -10,727 Closed
VKH
440
Virtu KCG Holdings
New York
– -$877K -10,175 Closed
SAG
441
Sterne Agee Group
Alabama
– -$802K -9,304 Closed
TNBTD
442
Trustmark National Bank Trust Department
Mississippi
– -$624K -7,240 Closed
MC
443
Middleton & Co
Massachusetts
– -$561K -6,510 Closed
STC
444
SEI Trust Company
Pennsylvania
– -$534K -6,200 Closed
HR
445
Howe & Rusling
New York
– -$9K -100 Closed
CP
446
Corbenic Partners
Pennsylvania
– -$4K -46 Closed
CFA
447
Camarda Financial Advisors
Florida
– -$1K -16 Closed
14 15 16 17
18