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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ANTB
126
AMG National Trust Bank
Colorado
$8.46M 90,639 +4,137 +5%
GW
127
GW & Wade
Massachusetts
$8.25M 88,432 -13,743 -13%
SWM
128
Segment Wealth Management
Texas
$8.09M 86,768 -1,745 -2%
DLHL
129
Donald L. Hagan LLC
Florida
$7.82M 83,871 -79,239 -49%
AL
130
Aspiriant LLC
California
$7.74M 82,990 +6,297 +8%
OCM
131
One Capital Management
California
$7.73M 82,885 +4,039 +5%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$7.6M 81,440 -3,797 -4%
MFS
133
MSI Financial Services
Massachusetts
$7.53M 80,681 +4,818 +6%
GIM
134
Goelzer Investment Management
Indiana
$7.45M 79,844 +6,350 +9%
IH
135
IFC Holdings
Florida
$7.43M 79,407 +256 +0.3%
MCM
136
MAI Capital Management
Ohio
$7.12M 76,275 +1,585 +2%
HFS
137
HL Financial Services
Kentucky
$6.81M 73,048 +3,720 +5%
RJT
138
Raymond James Trust
Florida
$6.8M 72,877 +1,626 +2%
TC
139
Telemus Capital
Michigan
$6.57M 70,463 +1,440 +2%
FMBTD
140
First Midwest Bank Trust Division
Illinois
$6.17M 66,165 -21,765 -25%
PIM
141
Parasol Investment Management
Illinois
$5.99M 64,222 -22,765 -26%
Kayne Anderson Rudnick Investment Management
142
Kayne Anderson Rudnick Investment Management
California
$5.89M 63,090 +28,767 +84%
LWA
143
Lenox Wealth Advisors
New York
$5.86M 62,815 +6,875 +12%
WSFS
144
Wilmington Savings Fund Society
Delaware
$5.84M 62,587 -15,618 -20%
TAG
145
Tactical Allocation Group
Michigan
$5.65M 60,567 -53,622 -47%
CB
146
Community Bank
New York
$5.65M 60,523 -592 -1%
Barclays
147
Barclays
United Kingdom
$5.64M 60,637 -13,214 -18%
LNC
148
Lincoln National Corp
Pennsylvania
$5.61M 59,192 +950 +2%
EC
149
Estate Counselors
Wisconsin
$5.54M 59,330 -12,640 -18%
IAA
150
Ironsides Asset Advisors
North Carolina
$5.54M 59,393 +1,883 +3%
4 5
6
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