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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 %
MCM
101
MV Capital Management
Maryland
$11.3M 109,483 +646 +0.6%
GIA
102
GHP Investment Advisors
Colorado
$11.1M 109,332 +681 +0.6%
AG
103
Appleton Group
Wisconsin
$10.9M 105,884 +1,730 +2%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$10.8M 105,065 +4,764 +5%
SFA
105
Sequoia Financial Advisors
Ohio
$10.8M 104,543 +35,952 +52%
MBT
106
Montecito Bank & Trust
California
$10.6M 103,051 – –
GW
107
GW & Wade
Massachusetts
$10.5M 102,175 -11,374 -10%
SFM
108
Signet Financial Management
New Jersey
$10.4M 100,808 -6,892 -6%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$10.4M 100,361 +9,873 +11%
JFGIW
110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3M 99,692 +11,703 +13%
1SB
111
1ST Source Bank
Indiana
$10.1M 98,327 +6,863 +8%
BF
112
BOK Financial
Oklahoma
$10.1M 98,288 -35,256 -26%
JIC
113
Johnson Investment Counsel
Ohio
$9.97M 96,635 -10,758 -10%
TRCT
114
Tower Research Capital (TRC)
New York
$9.88M 95,749 +6,153 +7%
CAL
115
Capital Advisors Ltd
Ohio
$9.87M 95,729 +88 +0.1%
P
116
Pitcairn
Pennsylvania
$9.6M 93,078 -255 -0.3%
GMA
117
Goldstein Munger & Associates
California
$9.37M 90,834 -1,317 -1%
MIAN
118
Mariner Independent Advisor Network
Kansas
$9.21M 89,253 +17,501 +24%
SWM
119
Segment Wealth Management
Texas
$9.13M 88,513 +3,431 +4%
FMBTD
120
First Midwest Bank Trust Division
Illinois
$9.07M 87,930 -3,707 -4%
PIM
121
Parasol Investment Management
Illinois
$8.97M 86,987 -4,690 -5%
NYLIM
122
New York Life Investment Management
New York
$8.96M 86,887 +51,181 +143%
F
123
FolioMetrix
Nebraska
$8.94M 103,769 +40,402 +64%
ANTB
124
AMG National Trust Bank
Colorado
$8.92M 86,502 +254 +0.3%
SMM
125
Stadion Money Management
Georgia
$8.88M 86,068 -7,621 -8%
3 4
5
6 7