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iShares Russell 1000 Value ETF
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Overview Fund Activity

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
BIT
BlackRock Institutional Trust
California
$79.5M
3
Deutsche Bank
Deutsche Bank
Germany
$102M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$883M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B

Top Sellers

1
HI
Horizon Investments
North Carolina
$6.07M
2
USAA
United Services Automobile Association
Texas
$145M
3
CB
Commerce Bank
Missouri
$244M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
5
Wells Fargo
Wells Fargo
California
$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
151
Asset Management Group
Connecticut
$6M -$13.7K -135 -0.2%
CFS
152
Community Financial System
New York
$5.91M +$15.4K +152 +0.3%
IAA
153
Ironsides Asset Advisors
North Carolina
$5.82M +$5.82M +57,510 New
WSFS
154
Wilmington Savings Fund Society
Delaware
$5.62M +$3.54K +35 +0.1%
LNC
155
Lincoln National Corp
Pennsylvania
$5.62M – – –
P
156
Pitcairn
Pennsylvania
$5.52M -$1.42M -14,065 -21%
OCM
157
One Capital Management
California
$5.47M -$5.37K -53 -0.1%
RTS
158
Round Table Services
New Jersey
$5.44M -$541K -5,343 -9%
NL
159
NWAM LLC
Washington
$5.21M -$258K -2,544 -5%
ABC
160
Associated Banc-Corp
Wisconsin
$5.19M -$90.6K -895 -2%
CK
161
Carnick & Kubik
Colorado
$5.16M +$1.41M +13,887 +37%
Wellington Management Group
162
Wellington Management Group
Massachusetts
$4.99M +$1.85M +18,295 +59%
ASN
163
Advisory Services Network
Georgia
$4.93M +$77.9K +769 +2%
Aristotle Capital Management
164
Aristotle Capital Management
California
$4.92M +$3.89M +38,400 +376%
TCM
165
Twele Capital Management
Minnesota
$4.9M – – –
BOS
166
Bingham Osborn & Scarborough
California
$4.83M +$126K +1,246 +3%
AB
167
Amalgamated Bank
New York
$4.67M +$617K +6,090 +15%
1IA
168
1834 Investment Advisors
Wisconsin
$4.62M -$99.8K -986 -2%
SCM
169
Sterling Capital Management
North Carolina
$4.57M +$4.57M +45,075 New
SI
170
SII Investments
Wisconsin
$4.48M +$761K +7,515 +20%
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$4.14M -$14.8K -146 -0.4%
WT
172
Whittier Trust
California
$4.01M -$4.76K -47 -0.1%
BTS
173
BB&T Securities
Virginia
$3.91M +$204K +201 +5%
FFC
174
First Financial Corp
Indiana
$3.89M -$15.2K -150 -0.4%
I2I
175
Insight 2811 Inc
Illinois
$3.88M +$148K +1,458 +4%
5 6
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