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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 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$116M 1,128,575 +95,613 +9%
AssetMark Inc
27
AssetMark Inc
California
$109M 1,055,352 +940,609 +820%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$92.2M 893,854 -16,144 -2%
JA
29
JOYN Advisors
Georgia
$81M 785,321 +5,159 +0.7%
BDF
30
Balasa Dinverno & Foltz
$79.3M 768,512 -26,851 -3%
BIT
31
BlackRock Institutional Trust
California
$77M 746,531 +639,932 +600%
BIM
32
BlackRock Investment Management
Delaware
$74.6M 723,648 -1,893 -0.3%
US Bancorp
33
US Bancorp
Minnesota
$74.4M 721,202 -13,467 -2%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$70.7M 681,540 +12,342 +2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$70.4M 682,092 -329,880 -33%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$64.6M 626,652 -98,669 -14%
Northern Trust
37
Northern Trust
Illinois
$64.5M 625,055 -2,667 -0.4%
WPW
38
Waldron Private Wealth
Pennsylvania
$63.8M 621,073 +46,494 +8%
Brown Advisory
39
Brown Advisory
Maryland
$61.2M 593,282 -226,688 -28%
CM
40
Churchill Management
California
$58.5M 567,136 -988,722 -64%
Prudential Financial
41
Prudential Financial
New Jersey
$44.6M 432,534 -1,866 -0.4%
Stifel Financial
42
Stifel Financial
Missouri
$44.1M 427,561 +5,410 +1%
WMA
43
White Mountains Advisors
Connecticut
$43M 417,100 +417,100 New
HS
44
Huntington Steele
Pennsylvania
$41.4M 401,048 +2,738 +0.7%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$39.8M 386,324 -6,499 -2%
FA
46
FDx Advisors
Illinois
$39.8M 386,024 -49,976 -11%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$37.3M 361,401 -519,009 -59%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$37.2M 361,048 +18,513 +5%
BUB
49
BBVA USA Bancshares
Texas
$37M 358,450 -24,641 -6%
Hudson Bay Capital Management
50
Hudson Bay Capital Management
Connecticut
$35.6M 345,000 +201,000 +140%
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