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iShares Russell 1000 Value ETF
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Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
M&T Bank
New York
$152M
3
CC
Curian Capital
Colorado
$302M
4
EFS
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
Appleton Group
Wisconsin
$10.5M
2
BDF
Balasa Dinverno & Foltz
$87.1M
3
CB
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
126
Parasol Investment Management
Illinois
$8.85M -$261K -2,610 -3%
FMBTD
127
First Midwest Bank Trust Division
Illinois
$8.84M -$1.03M -10,250 -10%
SWM
128
Segment Wealth Management
Texas
$8.67M +$54.2K +542 +0.6%
NPC
129
National Planning Corporation
California
$8.5M +$2.15M +21,563 +34%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$8.11M -$78.1K -780 -1%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$8.1M +$237K +2,368 +3%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$8.1M -$5.4M -54,000 -40%
AL
133
Aspiriant LLC
California
$7.98M +$478K +4,777 +6%
MIAN
134
Mariner Independent Advisor Network
Kansas
$7.96M +$887K +8,861 +13%
PAG
135
Private Advisor Group
New Jersey
$7.72M +$1.58M +15,810 +26%
FNBOO
136
First National Bank of Omaha
Nebraska
$7.72M +$343K +3,427 +5%
GC
137
Guggenheim Capital
Illinois
$7.71M -$1.2M -11,990 -13%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$7.48M +$374K +3,738 +5%
TC
139
Telemus Capital
Michigan
$7.2M -$733K -7,322 -9%
RJT
140
Raymond James Trust
Florida
$7.11M +$107K +1,074 +2%
HFS
141
HL Financial Services
Kentucky
$6.7M -$96.1K -960 -1%
American Century Companies
142
American Century Companies
Missouri
$6.7M +$3.27M +32,640 +95%
OCM
143
One Capital Management
California
$6.68M +$1.27M +12,737 +24%
MFP
144
Mosaic Financial Partners
California
$6.65M -$212K -2,120 -3%
SAM
145
Silvercrest Asset Management
New York
$6.61M -$591K -5,909 -8%
RFC
146
Russell Frank Company
Washington
$6.56M +$3.41M +34,043 +108%
AIA
147
Arbor Investment Advisors
North Carolina
$6.52M -$301K -3,006 -4%
LWA
148
Lenox Wealth Advisors
New York
$6.42M +$16.8K +168 +0.3%
CCMH
149
Cornerstone Capital Management Holdings
New York
$6.4M -$549K -5,485 -8%
Millennium Management
150
Millennium Management
New York
$6.39M +$6.39M +63,800 New
4 5
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