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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.

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
1
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
2
M&T Bank
New York
$152M
3
CC
3
Curian Capital
Colorado
$302M
4
EFS
4
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$10.5M
2
BDF
2
Balasa Dinverno & Foltz
$87.1M
3
CB
3
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
5
William Blair & Company
Illinois
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$122M 1,233,001 +8,092 +0.7%
ECM
27
ETrade Capital Management
Virginia
$115M 1,144,463 +79,162 +7%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$112M 1,116,328 -9,087 -0.8%
Citigroup
29
Citigroup
New York
$107M 1,066,467 +23,243 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$99.5M 994,006 -14,906 -1%
SI
31
Stephens Inc
Arkansas
$99.2M 991,294 -12,899 -1%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$95.1M 949,740 +121,095 +15%
Brown Advisory
33
Brown Advisory
Maryland
$89.9M 898,368 +160,787 +22%
BDF
34
Balasa Dinverno & Foltz
$87.1M 870,661 -582,173 -40%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$87.1M 870,323 +23,416 +3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$83M 828,855 +8,895 +1%
JA
37
JOYN Advisors
Georgia
$76.4M 763,483 +26,281 +4%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$75.7M 756,571 -18,480 -2%
US Bancorp
39
US Bancorp
Minnesota
$72.4M 723,718 +2,351 +0.3%
BIM
40
BlackRock Investment Management
Delaware
$70.4M 703,320 +39,735 +6%
BIT
41
BlackRock Institutional Trust
California
$66.3M 662,666 -122,166 -16%
WPW
42
Waldron Private Wealth
Pennsylvania
$55.9M 558,652 +3,302 +0.6%
Northern Trust
43
Northern Trust
Illinois
$54.1M 540,752 +33,494 +7%
Prudential Financial
44
Prudential Financial
New Jersey
$51.3M 512,200 -12,300 -2%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$48.6M 482,074 -51,362 -10%
HS
46
Huntington Steele
Pennsylvania
$40.8M 407,688 +314 +0.1%
Stifel Financial
47
Stifel Financial
Missouri
$37.8M 377,194 +985 +0.3%
BUB
48
BBVA USA Bancshares
Texas
$35.2M 352,120 +3,397 +1%
KeyBank National Association
49
KeyBank National Association
Ohio
$33.9M 338,884 +17,949 +6%
KT
50
Kanaly Trust
Texas
$33.6M 335,432 -15,290 -4%
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