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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
451
Gemmer Asset Management
California
$102K 994 +1 +0.1%
JFA
452
JNBA Financial Advisors
Minnesota
$94K 907 – –
JG
453
Jefferies Group
New York
$92K 892 +892 New
SIG
454
Stanford Investment Group
California
$88K 855 – –
TCOV
455
Trust Company of Vermont
Vermont
$75K 732 +732 New
BCA
456
Bray Capital Advisors
Florida
$73K 707 +707 New
DSC
457
Duncker Streett & Co
Missouri
$68K 660 – –
WRM
458
Westport Resources Management
Connecticut
$67K 650 – –
TF
459
Tompkins Financial
New York
$65K 634 – –
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$60K 592 -1,797 -75%
WA
461
Winfield Associates
Ohio
$57K 550 – –
SCA
462
Strategic Capital Alternatives
United States
$55K 538 – –
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
$54K 528 +528 New
M
464
MOTCO
Texas
$50K 489 – –
HCM
465
Horrell Capital Management
Arkansas
$48K 467 -4,157 -90%
AWM
466
Avior Wealth Management
Nebraska
$46K 442 -459 -51%
JWA
467
JFS Wealth Advisors
Pennsylvania
$41K 395 – –
AWS
468
Aris Wealth Services
Pennsylvania
$40K 384 -233 -38%
PIA
469
Peachtree Investment Advisors
Georgia
$38K 365 – –
QAM
470
QCI Asset Management
New York
$37K 361 -180 -33%
WA
471
Waverly Advisors
Alabama
$36K 349 -384 -52%
AP
472
Atwood & Palmer
Missouri
$28K 269 – –
DIA
473
Davidson Investment Advisors
Montana
$27K 266 +266 New
BAM
474
Brave Asset Management
New Jersey
$25K 239 – –
CWM
475
Catamount Wealth Management
Connecticut
$23K 220 -291 -57%
17 18
19
20 21