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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 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
126
Quest Investment Management
Oregon
$8.81M 85,360 -2,755 -3%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$8.79M 85,237 -448 -0.5%
SIM
128
Strategic Income Management
Washington
$8.33M 80,722 -816 -1%
IH
129
IFC Holdings
Florida
$8.31M 79,151 -7,609 -9%
OCM
130
One Capital Management
California
$8.13M 78,846 +4,699 +6%
WSFS
131
Wilmington Savings Fund Society
Delaware
$8.07M 78,205 +1,194 +2%
AL
132
Aspiriant LLC
California
$7.91M 76,693 -1,227 -2%
MFS
133
MSI Financial Services
Massachusetts
$7.83M 75,863 +9 +0%
Mariner
134
Mariner
Kansas
$7.75M 75,147 -5,889 -7%
MCM
135
MAI Capital Management
Ohio
$7.7M 74,690 +3,260 +5%
Barclays
136
Barclays
United Kingdom
$7.61M 73,851 +5,639 +8%
GIM
137
Goelzer Investment Management
Indiana
$7.58M 73,494 +494 +0.7%
EC
138
Estate Counselors
Wisconsin
$7.42M 71,970 -150 -0.2%
RJT
139
Raymond James Trust
Florida
$7.35M 71,251 +1,158 +2%
SAM
140
Silvercrest Asset Management
New York
$7.19M 69,662 -48 -0.1%
HFS
141
HL Financial Services
Kentucky
$7.15M 69,328 -4,411 -6%
TC
142
Telemus Capital
Michigan
$7.12M 69,023 -11,938 -15%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$6.61M 64,100 -38,700 -38%
FA
144
FC Advisory
Pennsylvania
$6.56M 63,639 -628 -1%
AIA
145
Arbor Investment Advisors
North Carolina
$6.44M 62,457 -1,142 -2%
CB
146
Community Bank
New York
$6.3M 61,115 -45 -0.1%
ZB
147
Zions Bancorporation
Utah
$6.21M 60,165 -113,567 -65%
WAM
148
Wolverine Asset Management
Illinois
$6.14M 59,495 -1,450 -2%
LNC
149
Lincoln National Corp
Pennsylvania
$6.04M 58,242 +489 +0.8%
IAA
150
Ironsides Asset Advisors
North Carolina
$5.93M 57,510 – –
4 5
6
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