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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
2
Franklin Resources
California
$116M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
USAA
4
United Services Automobile Association
Texas
$238M
5
BTS
5
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
3
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
SIM
5
Sigma Investment Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
151
AssetMark Inc
California
$7.37M -$13.7M -131,017 -65%
HFS
152
HL Financial Services
Kentucky
$7.32M +$330K +3,161 +5%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$7.17M -$1.27M -12,200 -15%
MCM
154
MAI Capital Management
Ohio
$7.17M +$7.17M +68,640 New
SEI Investments
155
SEI Investments
Pennsylvania
$7.07M +$7.07M +67,741 New
RJT
156
Raymond James Trust
Florida
$7.01M -$407K -3,900 -5%
OCM
157
One Capital Management
California
$7M +$35.6K +341 +0.5%
Millennium Management
158
Millennium Management
New York
$6.97M +$309K +2,956 +5%
CB
159
Community Bank
New York
$6.93M +$6.93M +66,410 New
SCCM
160
Schafer Cullen Capital Management
New York
$6.91M +$6.91M +66,180 New
LWA
161
Lenox Wealth Advisors
New York
$6.73M +$32K +307 +0.5%
AIA
162
Arbor Investment Advisors
North Carolina
$6.7M -$102K -975 -1%
Barclays
163
Barclays
United Kingdom
$6.58M +$2.19M +21,024 +50%
CI
164
Cambiar Investors
Colorado
$6.43M +$6.43M +61,596 New
P
165
Pitcairn
Pennsylvania
$6.29M +$597K +5,720 +10%
WSFS
166
Wilmington Savings Fund Society
Delaware
$6.28M +$704K +6,742 +13%
MFP
167
Mosaic Financial Partners
California
$6.27M -$667K -6,394 -10%
GC
168
Guggenheim Capital
Illinois
$6.09M -$1.96M -18,730 -24%
AMG
169
Asset Management Group
Connecticut
$6.04M -$3.13K -30 -0.1%
LNC
170
Lincoln National Corp
Pennsylvania
$6.02M +$109K +1,040 +2%
IAA
171
Ironsides Asset Advisors
North Carolina
$6M – – –
1SB
172
1ST Source Bank
Indiana
$5.96M +$1.31M +12,582 +28%
V
173
Veritable
Delaware
$5.81M -$4.28M -40,950 -42%
CCWA
174
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.81M -$425K -4,073 -7%
Lord, Abbett & Co
175
Lord, Abbett & Co
New Jersey
$5.64M +$5.64M +54,045 New
5 6
7
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