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iShares Russell 1000 Value ETF
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Overview Fund Activity

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
BIT
BlackRock Institutional Trust
California
$79.5M
3
Deutsche Bank
Deutsche Bank
Germany
$102M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$883M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B

Top Sellers

1
HI
Horizon Investments
North Carolina
$6.07M
2
USAA
United Services Automobile Association
Texas
$145M
3
CB
Commerce Bank
Missouri
$244M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
5
Wells Fargo
Wells Fargo
California
$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAT
451
TD Ameritrade Trust
Colorado
$4K – – –
WA
452
WFG Advisors
Texas
$3K -$21.5K -215 -88%
OIA
453
Optimum Investment Advisors
Illinois
$2K – – –
NFG
454
Next Financial Group
Texas
$1K +$1K +11 New
RMPT
455
Raytheon Master Pension Trust
Massachusetts
– -$30.3M -314,432 Closed
RC
456
Riversville Capital
Connecticut
– -$15.8M -163,411 Closed
FFS
457
Founders Financial Securities
Maryland
– -$11.9K -123,614 Closed
Tudor Investment Corp
458
Tudor Investment Corp
Connecticut
– -$10.1M -105,000 Closed
MCM
459
Moore Capital Management
New York
– -$3.67M -38,000 Closed
SG Americas Securities
460
SG Americas Securities
New York
– -$2.9M -30,027 Closed
RhumbLine Advisers
461
RhumbLine Advisers
Massachusetts
– -$1.66M -17,220 Closed
Rafferty Asset Management
462
Rafferty Asset Management
New York
– -$1.44M -14,886 Closed
PCM
463
Prelude Capital Management
New York
– -$846K -8,762 Closed
SGCA
464
Steel Grove Capital Advisors
Tennessee
– -$771K -7,985 Closed
SFG
465
Sather Financial Group
Texas
– -$744K -7,718 Closed
Fiera Capital (Canada)
466
Fiera Capital (Canada)
Quebec, Canada
– -$588K -6,095 Closed
Nomura Holdings
467
Nomura Holdings
Japan
– -$474K -5,000 Closed
VF
468
Virtu Financial
New York
– -$434K -4,493 Closed
TCM
469
Texan Capital Management
Texas
– -$334K -3,460 Closed
QC
470
QCM Cayman
Texas
– -$281K -2,916 Closed
FBNAT
471
FirstMerit Bank N.A. Trustee
Ohio
– -$225K -2,327 Closed
ClearBridge Investments
472
ClearBridge Investments
New York
– -$169K -1,750 Closed
SAM
473
Shamrock Asset Management
Texas
– -$100K -1,040 Closed
PAS
474
Partnervest Advisory Services
California
– -$97K -1,000 Closed
IAS
475
INR Advisory Services
Pennsylvania
– -$90K -936 Closed
16 17 18
19
20