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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
2
Franklin Resources
California
$116M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
USAA
4
United Services Automobile Association
Texas
$238M
5
BTS
5
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
3
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
SIM
5
Sigma Investment Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$128M +$8.84M +84,707 +7%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$120M +$21.1M +202,482 +21%
American Century Companies
28
American Century Companies
Missouri
$119M +$112M +1,077,273 +1,609%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$118M +$958K +9,180 +0.8%
Franklin Resources
30
Franklin Resources
California
$116M +$116M +1,107,387 +23,032%
BIM
31
BlackRock Investment Management
Delaware
$115M +$41.6M +398,721 +57%
Deutsche Bank
32
Deutsche Bank
Germany
$108M +$4.09M +39,211 +4%
SI
33
Stephens Inc
Arkansas
$106M +$2.77M +26,578 +3%
Citigroup
34
Citigroup
New York
$104M -$7.28M -69,776 -7%
Brown Advisory
35
Brown Advisory
Maryland
$101M +$7.47M +71,520 +8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$93.7M +$7.21M +69,013 +8%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$92.1M +$1.28M +12,218 +1%
BDF
38
Balasa Dinverno & Foltz
$86.3M -$4.63M -44,338 -5%
JA
39
JOYN Advisors
Georgia
$81.4M +$1.68M +16,092 +2%
US Bancorp
40
US Bancorp
Minnesota
$80.4M +$4.83M +46,273 +6%
Northern Trust
41
Northern Trust
Illinois
$74.3M +$17.8M +170,535 +32%
WMA
42
White Mountains Advisors
Connecticut
$63.4M +$63.4M +607,059 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$61M +$10.7M +102,295 +21%
WPW
44
Waldron Private Wealth
Pennsylvania
$58.9M +$604K +5,781 +1%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$55.4M -$23.5M -225,537 -30%
BTS
46
BB&T Securities
Virginia
$55.1M +$49.5M +47,433 +888%
Prudential Financial
47
Prudential Financial
New Jersey
$49.9M -$3.59M -34,400 -7%
HS
48
Huntington Steele
Pennsylvania
$41.6M -$966K -9,257 -2%
Stifel Financial
49
Stifel Financial
Missouri
$41M +$1.66M +15,878 +4%
FA
50
FDx Advisors
Illinois
$40.4M +$18.6M +178,425 +86%
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