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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 %
FCCM
451
First City Capital Management
Georgia
$93.3K 1,000 – –
GAM
452
Gemmer Asset Management
California
$93K 994 – –
UFA
453
US Financial Advisors
Massachusetts
$87K 937 -132 -12%
JFA
454
JNBA Financial Advisors
Minnesota
$84K 897 -10 -1%
WTB
455
Washington Trust Bank
Washington
$82K 875 +875 New
SIG
456
Stanford Investment Group
California
$80K 855 – –
ClearBridge Investments
457
ClearBridge Investments
New York
$70K 755 +755 New
TCOV
458
Trust Company of Vermont
Vermont
$68K 732 – –
BCA
459
Bray Capital Advisors
Florida
$62K 662 -45 -6%
DSC
460
Duncker Streett & Co
Missouri
$62K 660 – –
WRM
461
Westport Resources Management
Connecticut
$61K 650 – –
TF
462
Tompkins Financial
New York
$59K 634 – –
WA
463
Winfield Associates
Ohio
$49K 525 -25 -5%
WA
464
Waverly Advisors
Alabama
$47K 507 +158 +45%
M
465
MOTCO
Texas
$46K 489 – –
WEC
466
Winslow Evans & Crocker
Massachusetts
$42K 450 -692 -61%
AWM
467
Avior Wealth Management
Nebraska
$41K 442 – –
TRCT
468
Tower Research Capital (TRC)
New York
$39K 420 -95,329 -100%
PSUF
469
People's United Financial
Connecticut
$39K 415 +245 +144%
HCM
470
Horrell Capital Management
Arkansas
$37K 400 -67 -14%
JWA
471
JFS Wealth Advisors
Pennsylvania
$37K 395 – –
AWS
472
Aris Wealth Services
Pennsylvania
$36K 384 – –
WA
473
WFG Advisors
Texas
$35K 375 +178 +90%
SCA
474
Strategic Capital Alternatives
United States
$31K 327 -211 -39%
QAM
475
QCI Asset Management
New York
$29K 311 -50 -14%
17 18
19
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