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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 %
CAPTRUST Financial Advisors
501
CAPTRUST Financial Advisors
North Carolina
$3K 26 +26 New
PG
502
Patten Group
Tennessee
$2.58K 25 +25 New
AWA
503
AmeriServ Wealth Advisors
Pennsylvania
$2K 20 +20 New
SEI Investments
504
SEI Investments
Pennsylvania
$2K 22 +22 New
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$1.6K 15,528 -1,353 -8%
SCP
506
Syntal Capital Partners
Texas
$198 1,925 – –
BFA
507
Beaumont Financial Advisors
Massachusetts
– – -105,524 Closed
Canada Pension Plan Investment Board
508
Canada Pension Plan Investment Board
Ontario, Canada
– – -95,000 Closed
B
509
Barings
North Carolina
– – -46,000 Closed
Citadel Advisors
510
Citadel Advisors
Florida
– – -40,642 Closed
RhumbLine Advisers
511
RhumbLine Advisers
Massachusetts
– – -31,425 Closed
Charles Schwab
512
Charles Schwab
California
– – -20,000 Closed
USAA
513
United Services Automobile Association
Texas
– – -14,072 Closed
Wellington Management Group
514
Wellington Management Group
Massachusetts
– – -13,390 Closed
WIC
515
Water Island Capital
New York
– – -7,879 Closed
SHJ
516
Sharkey, Howes & Javer
Colorado
– – -7,580 Closed
Bank of Nova Scotia
517
Bank of Nova Scotia
Ontario, Canada
– – -5,122 Closed
UBWV
518
United Bank (West Virginia)
West Virginia
– – -4,055 Closed
ClearBridge Investments
519
ClearBridge Investments
New York
– – -3,800 Closed
CBN
520
Cadence Bank NA
Texas
– – -3,794 Closed
VCM
521
Vision Capital Management
Oregon
– – -3,435 Closed
FFA
522
First Foundation Advisors
California
– – -3,386 Closed
SCM
523
Schneider Capital Management
Pennsylvania
– – -3,160 Closed
CFA
524
Capstone Financial Advisors
Illinois
– – -2,819 Closed
BCM
525
Brookmont Capital Management
Texas
– – -2,814 Closed
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