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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 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
3
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
5
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$1.45M
2
MAA
2
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Franklin Resources
4
Franklin Resources
California
$27M
5
CC
5
Curian Capital
Colorado
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.07M +$6.92M +67,148 +322%
IH
127
IFC Holdings
Florida
$8.9M +$611K +5,963 +7%
ANTB
128
AMG National Trust Bank
Colorado
$8.89M +$196K +1,903 +2%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$8.83M +$408K +3,956 +5%
SWM
130
Segment Wealth Management
Texas
$8.77M +$178K +1,724 +2%
SIM
131
Strategic Income Management
Washington
$8.41M +$20.3K +197 +0.2%
Mariner
132
Mariner
Kansas
$8.35M -$1.06M -10,262 -11%
TC
133
Telemus Capital
Michigan
$8.35M -$19.8K -192 -0.2%
PAG
134
Private Advisor Group
New Jersey
$8.31M +$269K +2,612 +3%
AL
135
Aspiriant LLC
California
$8.03M +$91.8K +891 +1%
WSFS
136
Wilmington Savings Fund Society
Delaware
$7.94M +$1.74M +16,837 +28%
AIG
137
American International Group
New York
$7.85M -$5.11M -49,583 -39%
MFS
138
MSI Financial Services
Massachusetts
$7.82M +$5.76M +55,854 +279%
OCM
139
One Capital Management
California
$7.64M +$732K +7,097 +11%
TA
140
Teachers Advisors
New York
$7.63M -$5.26M -51,000 -41%
HFS
141
HL Financial Services
Kentucky
$7.6M +$375K +3,641 +5%
GIM
142
Goelzer Investment Management
Indiana
$7.53M +$7.53M +73,000 New
EC
143
Estate Counselors
Wisconsin
$7.43M +$5.25M +50,890 +240%
MIAN
144
Mariner Independent Advisor Network
Kansas
$7.4M -$722K -7,001 -9%
MCM
145
MAI Capital Management
Ohio
$7.36M +$288K +2,790 +4%
RJT
146
Raymond James Trust
Florida
$7.23M +$304K +2,946 +4%
SAM
147
Silvercrest Asset Management
New York
$7.19M -$961K -9,320 -12%
SFA
148
Sequoia Financial Advisors
Ohio
$7.07M +$6.37M +61,832 +915%
WTC
149
WhitTier Trust Company
Nevada
$7.06M +$4.97M +48,261 +239%
Barclays
150
Barclays
United Kingdom
$7.03M +$516K +5,010 +8%
4 5
6
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