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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 %
MFBTD
451
MB Financial Bank - Trust Department
Illinois
$8K +$8K +83 New
LFR
452
Lehman Financial Resources
Pennsylvania
$7K – – –
BWFA
453
Baltimore-Washington Financial Advisors
Maryland
$7K +$7K +70 New
MA
454
MCF Advisors
Kentucky
$6K +$6K +55 New
BFEC
455
Benjamin F. Edwards & Company
Missouri
$5K – – –
TAT
456
TD Ameritrade Trust
Colorado
$4K +$93 +1 +2%
WA
457
WFG Advisors
Texas
$3K – – –
Manulife (Manufacturers Life Insurance)
458
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.74K -$1 -12 -0%
NG
459
NatWest Group
United Kingdom
$2.21K -$336 -3,362 -13%
TFO
460
Tarbox Family Office
California
$1K +$1K +8 New
AGA
461
Accuvest Global Advisors
Utah
– -$10.1M -99,565 Closed
TRCT
462
Tower Research Capital (TRC)
New York
– -$9.03M -89,185 Closed
HI
463
Horizon Investments
North Carolina
– -$6.07M -59,983 Closed
NFA
464
Nationwide Fund Advisors
Ohio
– -$3.41M -33,670 Closed
MSU
465
Maple Securities USA
New Jersey
– -$2.28M -22,500 Closed
CCB
466
Cutter & Co Brokerage
Missouri
– -$1.66M -16,337 Closed
NIMC
467
NWQ Investment Management Company
California
– -$1.64M -16,155 Closed
Two Sigma Investments
468
Two Sigma Investments
New York
– -$1.29M -12,687 Closed
DWA
469
Dorsey Wright & Associates
California
– -$1.21M -11,920 Closed
DA
470
DSC Advisors
Illinois
– -$1.04M -10,300 Closed
HC
471
HHG & Company
Connecticut
– -$732K -7,226 Closed
CAPTRUST Financial Advisors
472
CAPTRUST Financial Advisors
North Carolina
– -$628K -6,200 Closed
Verition Fund Management
473
Verition Fund Management
Connecticut
– -$430K -4,244 Closed
CS
474
Comerica Securities
Michigan
– -$399K -3,944 Closed
Neuberger Berman Group
475
Neuberger Berman Group
New York
– -$302K -2,980 Closed
16 17 18
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