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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 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
3
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
5
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$1.45M
2
MAA
2
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Franklin Resources
4
Franklin Resources
California
$27M
5
CC
5
Curian Capital
Colorado
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$136M 1,321,139 +91,969 +7%
Citigroup
27
Citigroup
New York
$121M 1,174,319 +177,628 +18%
SI
28
Stephens Inc
Arkansas
$106M 1,032,962 +15,090 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$104M 1,011,972 -113,536 -10%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$93.8M 909,998 -242,224 -21%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$90.8M 880,410 -2,131 -0.2%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$85.9M 832,861 +301,827 +57%
Brown Advisory
33
Brown Advisory
Maryland
$84.5M 819,970 -149,918 -15%
BDF
34
Balasa Dinverno & Foltz
$82M 795,363 -30,960 -4%
JA
35
JOYN Advisors
Georgia
$80.4M 780,162 +587 +0.1%
US Bancorp
36
US Bancorp
Minnesota
$75.7M 734,669 -35,322 -5%
BIM
37
BlackRock Investment Management
Delaware
$74.8M 725,541 -376,500 -34%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$74.8M 725,321 -172,547 -19%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$69.3M 669,198 +84,829 +15%
Northern Trust
40
Northern Trust
Illinois
$64.7M 627,722 -83,565 -12%
WPW
41
Waldron Private Wealth
Pennsylvania
$59.2M 574,579 +10,146 +2%
FA
42
FDx Advisors
Illinois
$44.9M 436,000 +49,382 +13%
Prudential Financial
43
Prudential Financial
New Jersey
$44.8M 434,400 -43,400 -9%
Stifel Financial
44
Stifel Financial
Missouri
$43.5M 422,151 +29,079 +7%
HS
45
Huntington Steele
Pennsylvania
$41.1M 398,310 -121 -0%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$40.5M 392,823 +23,125 +6%
WRTC
47
Wind River Trust Company
Wyoming
$40.3M 382,557 +81,267 +27%
BUB
48
BBVA USA Bancshares
Texas
$39.5M 383,091 +23,070 +6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$37.9M 367,499 +200,593 +120%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$35.3M 342,535 -16,362 -5%
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