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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 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
3
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
5
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$1.45M
2
MAA
2
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Franklin Resources
4
Franklin Resources
California
$27M
5
CC
5
Curian Capital
Colorado
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
151
Lenox Wealth Advisors
New York
$6.69M +$42.3K +410 +0.6%
FA
152
FC Advisory
Pennsylvania
$6.63M +$6.63M +64,267 New
AIA
153
Arbor Investment Advisors
North Carolina
$6.56M -$58.7K -569 -0.9%
F
154
FolioMetrix
Nebraska
$6.53M +$4.77M +46,292 +271%
CB
155
Community Bank
New York
$6.3M -$541K -5,250 -8%
WAM
156
Wolverine Asset Management
Illinois
$6.28M -$10.6M -102,632 -63%
GC
157
Guggenheim Capital
Illinois
$6.16M +$149K +1,450 +2%
MFP
158
Mosaic Financial Partners
California
$6M -$189K -1,829 -3%
RFC
159
Russell Frank Company
Washington
$5.97M +$631K +6,122 +12%
LNC
160
Lincoln National Corp
Pennsylvania
$5.95M +$8.87K +86 +0.1%
IAA
161
Ironsides Asset Advisors
North Carolina
$5.93M – – –
AMG
162
Asset Management Group
Connecticut
$5.89M -$74.7K -725 -1%
OC
163
Oppenheimer & Co
New York
$5.79M +$958K +9,292 +20%
V
164
Veritable
Delaware
$5.69M -$46.4K -450 -0.8%
SI
165
SII Investments
Wisconsin
$5.62M +$51.2K +497 +0.9%
CCWA
166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.58M -$153K -1,481 -3%
GT
167
Glenmede Trust
Pennsylvania
$5.41M -$2.47M -24,006 -31%
CK
168
Carnick & Kubik
Colorado
$5.29M -$274K -2,654 -5%
ABC
169
Associated Banc-Corp
Wisconsin
$5.09M +$10.3K +100 +0.2%
FFA
170
Fragasso Financial Advisors
Pennsylvania
$4.99M -$27.4M -265,840 -85%
TCM
171
Twele Capital Management
Minnesota
$4.99M – – –
1IA
172
1834 Investment Advisors
Wisconsin
$4.94M +$113K +1,100 +2%
P
173
Palladiem
Pennsylvania
$4.9M – – –
ASN
174
Advisory Services Network
Georgia
$4.82M -$90.6K -873 -2%
FAAS
175
First Allied Advisory Services
California
$4.78M +$508K +4,918 +12%
5 6
7
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