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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 %
PWPCM
101
Perella Weinberg Partners Capital Management
New York
$11.3M 120,667 +667 +0.6%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$11.2M 119,553 +101,908 +578%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$10.9M 117,214 +535 +0.5%
SFA
104
Sequoia Financial Advisors
Ohio
$10.6M 113,935 +9,392 +9%
1GA
105
1st Global Advisors
Texas
$10.6M 113,658 +4,400 +4%
MCM
106
MV Capital Management
Maryland
$10.5M 112,727 +3,244 +3%
PAG
107
Private Advisor Group
New Jersey
$10.3M 110,383 -5,532 -5%
UCFA
108
United Capital Financial Advisors
Texas
$10.3M 110,255 -24,057 -18%
GIA
109
GHP Investment Advisors
Colorado
$10.1M 108,543 -789 -0.7%
MBT
110
Montecito Bank & Trust
California
$10.1M 108,459 +5,408 +5%
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1M 107,891 +8,199 +8%
1SB
112
1ST Source Bank
Indiana
$9.97M 106,904 +8,577 +9%
SAM
113
Silvercrest Asset Management
New York
$9.95M 106,657 +36,995 +53%
RCAG
114
Rehmann Capital Advisory Group
Michigan
$9.95M 106,612 +1,547 +1%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$9.56M 102,474 -56,826 -36%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$9.48M 101,636 +1,275 +1%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$9.22M 98,800 +34,700 +54%
FA
118
FDx Advisors
Illinois
$9.01M 96,548 -289,476 -75%
CAL
119
Capital Advisors Ltd
Ohio
$8.81M 94,438 -1,291 -1%
SFM
120
Signet Financial Management
New Jersey
$8.79M 94,192 -6,616 -7%
William Blair & Company
121
William Blair & Company
Illinois
$8.76M 93,929 -2,813,047 -97%
JIC
122
Johnson Investment Counsel
Ohio
$8.71M 93,394 -3,241 -3%
QIM
123
Quest Investment Management
Oregon
$8.58M 91,990 +6,630 +8%
GMA
124
Goldstein Munger & Associates
California
$8.48M 90,916 +82 +0.1%
AIG
125
American International Group
New York
$8.46M 90,653 -117,403 -56%
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5
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