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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BIM
76
Bridges Investment Management
Nebraska
$20.2M +$83.6K +811 +0.4%
BCI
77
Brinker Capital Investments
Pennsylvania
$20.1M +$1.39M +13,485 +7%
BTS
78
BB&T Securities
Virginia
$19.3M -$35.1M -34,023 -64%
TAIM
79
TD Ameritrade Investment Management
Nebraska
$18.7M +$6.08K +59 +0%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$18M -$15.9M -154,104 -47%
ZB
81
Zions Bancorporation
Utah
$17.9M +$17.9M +173,732 New
HCC
82
Hirtle Callaghan & Co
Pennsylvania
$17.8M +$17.8M +172,219 New
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$17.8M +$34.8K +340 +0.2%
CS
84
Credit Suisse
Switzerland
$17.4M +$605K +5,871 +4%
NP
85
NorthRock Partners
Minnesota
$16.4M +$2.53M +24,542 +18%
BlackRock
86
BlackRock
New York
$16.3M +$220K +2,131 +1%
HighTower Advisors
87
HighTower Advisors
Illinois
$16.2M -$6.14M -59,525 -27%
MAM
88
Marquette Asset Management
Minnesota
$16M -$97K -941 -0.6%
FB
89
Fulton Bank
Pennsylvania
$15.9M -$625K -6,060 -4%
Ameriprise
90
Ameriprise
Minnesota
$15.9M -$1.95M -18,944 -11%
CA
91
Cetera Advisors
Colorado
$15.7M +$693K +6,728 +5%
LFWA
92
LBJ Family Wealth Advisors
Texas
$15M -$334K -3,206 -2%
Hudson Bay Capital Management
93
Hudson Bay Capital Management
Connecticut
$14.8M -$8.87M -86,000 -37%
RFC
94
Regions Financial Corp
Alabama
$14.8M +$941K +9,132 +7%
UCFA
95
United Capital Financial Advisors
Texas
$13.8M -$2.2M -21,165 -14%
BF
96
BOK Financial
Oklahoma
$13.8M -$22.1K -214 -0.2%
TAG
97
Tactical Allocation Group
Michigan
$13.2M -$12.2M -117,921 -48%
DLHL
98
Donald L. Hagan LLC
Florida
$12.7M -$284K -2,751 -2%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$12.2M -$344K -3,341 -3%
AssetMark Inc
100
AssetMark Inc
California
$11.8M +$4.55M +44,186 +63%
2 3
4
5 6