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iShares Russell 1000 Value ETF
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Overview Fund Activity

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
BIT
BlackRock Institutional Trust
California
$79.5M
3
Deutsche Bank
Deutsche Bank
Germany
$102M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$883M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B

Top Sellers

1
HI
Horizon Investments
North Carolina
$6.07M
2
USAA
United Services Automobile Association
Texas
$145M
3
CB
Commerce Bank
Missouri
$244M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
5
Wells Fargo
Wells Fargo
California
$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$9.02M -$1.78M -17,530 -16%
SWM
127
Segment Wealth Management
Texas
$8.72M +$106K +1,043 +1%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$8.28M -$10.1K -100 -0.1%
AIG
129
American International Group
New York
$8.03M -$807K -7,970 -9%
TC
130
Telemus Capital
Michigan
$8.03M -$20.4K -201 -0.3%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$7.96M +$1.21M +11,969 +18%
AL
132
Aspiriant LLC
California
$7.59M -$482K -4,759 -6%
FNBOO
133
First National Bank of Omaha
Nebraska
$7.46M -$1.22K -12 -0%
SAM
134
Silvercrest Asset Management
New York
$7.29M +$4.52M +44,635 +163%
PFBT
135
Parkside Financial Bank & Trust
Missouri
$7.19M +$131K +1,290 +2%
MIAN
136
Mariner Independent Advisor Network
Kansas
$7.15M +$7.15M +70,630 New
RJT
137
Raymond James Trust
Florida
$7.09M -$214K -2,114 -3%
CCMH
138
Cornerstone Capital Management Holdings
New York
$7.03M -$1.17M -11,550 -14%
MFP
139
Mosaic Financial Partners
California
$6.94M -$1.29M -12,709 -16%
AIA
140
Arbor Investment Advisors
North Carolina
$6.9M -$34.6K -342 -0.5%
HFS
141
HL Financial Services
Kentucky
$6.88M -$841K -8,301 -11%
1GA
142
1st Global Advisors
Texas
$6.8M -$4.12M -40,643 -38%
LWA
143
Lenox Wealth Advisors
New York
$6.45M +$1.35M +13,348 +26%
NPC
144
National Planning Corporation
California
$6.43M +$919K +9,076 +17%
CCWA
145
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.26M -$476K -4,697 -7%
PAG
146
Private Advisor Group
New Jersey
$6.21M +$31.2K +308 +0.5%
AssetMark Inc
147
AssetMark Inc
California
$6.12M +$6.12M +60,443 +2,014,767%
IH
148
IFC Holdings
Florida
$6.09M +$225K +2,219 +4%
HI
149
Horizon Investments
North Carolina
$6.07M -$100M -988,440 -94%
GT
150
Glenmede Trust
Pennsylvania
$6M -$2.8M -27,621 -32%
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