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iShares Russell 1000 Value ETF
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Overview Fund Activity

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$101M
2
CC
2
Curian Capital
Colorado
$183M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$96.8M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$797M
5
EFS
5
Edelman Financial Services
Virginia
$1.51B

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
Franklin Resources
2
Franklin Resources
California
$0
3
CM
3
Churchill Management
California
$106M
4
Morgan Stanley
4
Morgan Stanley
New York
$452M
5
MAA
5
Managed Account Advisors
New Jersey
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
26
Churchill Management
California
$106M -$113M -1,167,983 -51%
HI
27
Horizon Investments
North Carolina
$101M +$96.4M +998,524 +2,001%
Citigroup
28
Citigroup
New York
$98.3M +$25.1M +259,962 +34%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$96.8M +$61.4M +636,199 +173%
SI
30
Stephens Inc
Arkansas
$95.9M +$13.7M +141,890 +17%
ECM
31
ETrade Capital Management
Virginia
$90.5M +$7.79M +80,753 +9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$74.8M +$18.4M +190,578 +33%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$74.6M -$5.71M -59,204 -7%
WT
34
Wilmington Trust
Delaware
$74.3M +$5.25M +54,418 +8%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$73.3M +$1.31M +13,552 +2%
JA
36
JOYN Advisors
Georgia
$71.8M +$7.62M +78,936 +12%
US Bancorp
37
US Bancorp
Minnesota
$67.6M +$6.91M +71,626 +11%
Brown Advisory
38
Brown Advisory
Maryland
$64.1M +$4.32M +44,760 +7%
BIM
39
BlackRock Investment Management
Delaware
$62.7M +$17.1M +177,084 +38%
WPW
40
Waldron Private Wealth
Pennsylvania
$53.1M -$4.81M -49,842 -8%
Prudential Financial
41
Prudential Financial
New Jersey
$51.1M -$1.84M -19,103 -3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$49.9M +$6.33M +65,922 +15%
Deutsche Bank
43
Deutsche Bank
Germany
$45.4M +$1.86M +19,247 +4%
Northern Trust
44
Northern Trust
Illinois
$45.4M +$689K +7,137 +2%
WTNA
45
Wilmington Trust National Association
Delaware
$43.6M -$694K -7,191 -2%
JRP
46
Jasper Ridge Partners
California
$41.9M – – –
HS
47
Huntington Steele
Pennsylvania
$36.7M -$254K -2,633 -0.7%
Stifel Financial
48
Stifel Financial
Missouri
$34.1M +$34.1M +353,245 New
M&T Bank
49
M&T Bank
New York
$34M -$804K -8,327 -2%
BUB
50
BBVA USA Bancshares
Texas
$33.9M +$164K +1,701 +0.5%
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