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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BCMIO
501
Beacon Capital Management Inc (Ohio)
Ohio
$5K 50 – –
DADC
502
D.A. Davidson & Co
Montana
$4K 52 – –
NMIS
503
Northwestern Mutual Investment Services
Wisconsin
$1K 6 +6 New
GI
504
Gradient Investments
Minnesota
$1K 6 +6 New
MA
505
MCF Advisors
Kentucky
$1K 9 +9 New
MP
506
Manifold Partners
California
$1K 16 +16 New
CM
507
Churchill Management
California
– – -567,136 Closed
Hudson Bay Capital Management
508
Hudson Bay Capital Management
Connecticut
– – -345,000 Closed
BlackRock
509
BlackRock
New York
– – -135,390 Closed
SMM
510
Stadion Money Management
Georgia
– – -86,068 Closed
SIM
511
Strategic Income Management
Washington
– – -80,722 Closed
WAM
512
Wolverine Asset Management
Illinois
– – -59,495 Closed
SIM
513
SSI Investment Management
California
– – -40,946 Closed
CWA
514
Convergent Wealth Advisors
Maryland
– – -35,371 Closed
NL
515
NWAM LLC
Washington
– – -28,000 Closed
DA
516
DSC Advisors
Illinois
– – -25,920 Closed
P
517
Palladiem
Pennsylvania
– – -25,495 Closed
VF
518
Virtu Financial
New York
– – -24,199 Closed
RFC
519
Russell Frank Company
Washington
– – -14,948 Closed
CCT
520
Country Club Trust
Missouri
– – -13,336 Closed
TH
521
Timber Hill
Connecticut
– – -10,922 Closed
RA
522
RFG Advisory
Alabama
– – -8,357 Closed
GWM
523
Greenwich Wealth Management
Connecticut
– – -4,542 Closed
VKH
524
Virtu KCG Holdings
New York
– – -3,705 Closed
ATC
525
Argent Trust Co
Tennessee
– – -3,585 Closed
19 20
21
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