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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
151
Millennium Management
New York
$3.94M +$2.79M +32,320 +242%
WT
152
Whittier Trust
California
$3.88M +$64.1K +744 +2%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$3.77M -$58.9K -683 -2%
AB
154
Amalgamated Bank
New York
$3.48M +$3.48M +40,368 New
RJT
155
Raymond James Trust
Florida
$3.37M +$312K +3,618 +10%
FFC
156
First Financial Corp
Indiana
$3.33M -$11.4K -132 -0.3%
HI
157
Horizon Investments
North Carolina
$3.31M -$583K -6,768 -15%
IH
158
IFC Holdings
Florida
$3.19M +$2.85M +32,874 +826%
AIM
159
Acropolis Investment Management
Missouri
$3.19M -$425K -4,935 -12%
BTS
160
BB&T Securities
Virginia
$3.1M +$284K +329 +10%
SCM
161
Steward Capital Management
Michigan
$3.03M +$862 +10 +0%
NL
162
NWAM LLC
Washington
$2.99M -$86K -998 -3%
HCM
163
HM Capital Management
Missouri
$2.99M +$582K +6,757 +24%
DMC
164
Drexel Morgan & Co
Pennsylvania
$2.95M +$657K +7,625 +29%
MA
165
MUFG Americas
New York
$2.93M +$97.7K +1,134 +3%
JFG
166
JMG Financial Group
Illinois
$2.9M -$198K -2,296 -6%
AL
167
Aspiriant LLC
California
$2.88M -$3.29M -38,150 -53%
QIM
168
Quest Investment Management
Oregon
$2.88M +$1.15M +13,300 +66%
GA
169
GFS Advisors
Texas
$2.78M +$127K +1,476 +5%
RhumbLine Advisers
170
RhumbLine Advisers
Massachusetts
$2.6M +$2.6M +30,150 New
CDIA
171
Capital Directions Investment Advisors
Georgia
$2.57M -$146K -1,689 -5%
SAM
172
Silvercrest Asset Management
New York
$2.49M +$25.9K +300 +1%
JHC
173
JFB Holdings Corp
Georgia
$2.41M +$240K +2,790 +11%
FHA
174
First Horizon Advisors
Tennessee
$2.4M +$2.4M +27,814 New
SFS
175
Signator Financial Services
Massachusetts
$2.38M -$54.8K -632 -2%
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