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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
2
Franklin Resources
California
$116M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
USAA
4
United Services Automobile Association
Texas
$238M
5
BTS
5
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
3
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
SIM
5
Sigma Investment Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
101
BlackRock
New York
$16.3M 156,364 -1,032 -0.7%
ZIM
102
Zacks Investment Management
Illinois
$16.1M 154,323 +150,252 +3,691%
UCFA
103
United Capital Financial Advisors
Texas
$16.1M 153,960 -15,303 -9%
LFWA
104
LBJ Family Wealth Advisors
Texas
$15.3M 146,647 +146,647 New
CA
105
Cetera Advisors
Colorado
$15.2M 145,691 +16,205 +13%
NP
106
NorthRock Partners
Minnesota
$14.1M 135,016 +135,016 New
RFC
107
Regions Financial Corp
Alabama
$14M 134,190 +10,822 +9%
BF
108
BOK Financial
Oklahoma
$14M 133,758 -2,354 -2%
DLHL
109
Donald L. Hagan LLC
Florida
$13.2M 126,422 +126,422 New
AIG
110
American International Group
New York
$13.1M 125,767 -7,384 -6%
TA
111
Teachers Advisors
New York
$13.1M 125,000 +30,000 +32%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$12.7M 121,944 +3,033 +3%
State Street
113
State Street
Massachusetts
$12.6M 120,916 -5,852 -5%
1GA
114
1st Global Advisors
Texas
$11.8M 112,830 +5,052 +5%
LFG
115
LifePlan Financial Group
Ohio
$11.7M 112,455 -10,168 -8%
NPC
116
National Planning Corporation
California
$11.6M 112,868 +27,798 +33%
GIA
117
GHP Investment Advisors
Colorado
$11.4M 108,990 -4,110 -4%
MCM
118
MV Capital Management
Maryland
$11.4M 108,731 +108,731 New
JIC
119
Johnson Investment Counsel
Ohio
$10.9M 104,723 +170 +0.2%
HMC
120
Higher Moment Capital
Massachusetts
$10.7M 102,867 +1,587 +2%
Victory Capital Management
121
Victory Capital Management
Texas
$10.6M 101,535 +101,535 New
AG
122
Appleton Group
Wisconsin
$10.5M 100,215 +89,750 +858%
CAL
123
Capital Advisors Ltd
Ohio
$10M 96,098 +1,009 +1%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$9.9M 94,732 -3,057,325 -97%
MBT
125
Montecito Bank & Trust
California
$9.88M 94,679 +935 +1%
3 4
5
6 7