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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 %
AA
526
ALPS Advisors
Colorado
– – -3,187 Closed
SCM
527
Sterneck Capital Management
Missouri
– – -3,154 Closed
SWM
528
SVA Wealth Management
Wisconsin
– – -3,015 Closed
KCM
529
Karp Capital Management
California
– – -2,825 Closed
NSAM
530
North Star Asset Management
Wisconsin
– – -2,662 Closed
CRC
531
Curi RMB Capital
Illinois
– – -2,604 Closed
EVC
532
Eidelman Virant Capital
Missouri
– – -2,273 Closed
FBA
533
Front Barnett Associates
Illinois
– – -2,120 Closed
NIA
534
Northstar Investment Advisors
Colorado
– – -2,076 Closed
SFS
535
Strategic Financial Services
New York
– – -2,060 Closed
BB
536
Busey Bank
Illinois
– – -2,037 Closed
CG
537
Caprock Group
Idaho
– – -2,018 Closed
CAM
538
Carret Asset Management
New York
– – -2,008 Closed
DY
539
Dowling & Yahnke
California
– – -1,945 Closed
BRWM
540
B. Riley Wealth Management
Tennessee
– – -1,287 Closed
IAS
541
IMA Advisory Services
Colorado
– – -1,136 Closed
JG
542
Jefferies Group
New York
– – -892 Closed
Loomis, Sayles & Company
543
Loomis, Sayles & Company
Massachusetts
– – -528 Closed
PIA
544
Peachtree Investment Advisors
Georgia
– – -365 Closed
AP
545
Atwood & Palmer
Missouri
– – -269 Closed
RCG
546
Ruggie Capital Group
Florida
– – -109 Closed
TCM
547
Tradewinds Capital Management
Washington
– – -81 Closed
Simplex Trading
548
Simplex Trading
Illinois
– – -49 Closed
PG
549
Patten Group
Tennessee
– – -25 Closed
AWA
550
AmeriServ Wealth Advisors
Pennsylvania
– – -20 Closed
19 20 21
22
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