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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
126
Arbor Investment Advisors
North Carolina
$5.85M +$1.01M +11,733 +21%
TC
127
Telemus Capital
Michigan
$5.41M +$5.41M +62,761 New
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.29M +$5.29M +61,317 New
PFBT
129
Parkside Financial Bank & Trust
Missouri
$5.2M +$326K +3,780 +7%
P
130
Pitcairn
Pennsylvania
$5.13M – – –
AMG
131
Asset Management Group
Connecticut
$5.08M +$27.2K +316 +0.5%
CFS
132
Community Financial System
New York
$5.06M +$5.06M +58,660 New
RCAG
133
Rehmann Capital Advisory Group
Michigan
$5.02M +$599K +6,950 +14%
RTS
134
Round Table Services
New Jersey
$5.01M -$34.5K -400 -0.7%
Mariner
135
Mariner
Kansas
$4.94M +$18.3K +212 +0.4%
CA
136
Cetera Advisors
Colorado
$4.84M +$504K +5,842 +12%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$4.83M +$4.83M +55,979 New
LWA
138
Lenox Wealth Advisors
New York
$4.76M +$119K +1,385 +3%
RACM
139
R & A Capital Management
New Hampshire
$4.69M – – –
ASN
140
Advisory Services Network
Georgia
$4.56M -$258K -2,991 -5%
WSFS
141
Wilmington Savings Fund Society
Delaware
$4.53M -$402K -4,669 -8%
PI
142
PineBridge Investments
New York
$4.5M +$200K +2,317 +5%
Schroder Investment Management Group
143
Schroder Investment Management Group
United Kingdom
$4.45M -$266M -3,085,397 -98%
AAS
144
Annex Advisory Services
Wisconsin
$4.42M -$601K -6,974 -12%
TRCT
145
Tower Research Capital (TRC)
New York
$4.21M -$236K -2,740 -5%
BOS
146
Bingham Osborn & Scarborough
California
$4.18M -$185K -2,147 -4%
TCM
147
Twele Capital Management
Minnesota
$4.17M – – –
Ameriprise
148
Ameriprise
Minnesota
$4.03M -$103K -1,194 -2%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$3.97M -$6.59M -76,400 -62%
1IA
150
1834 Investment Advisors
Wisconsin
$3.97M -$8.96K -104 -0.2%
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