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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 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AMG
151
Asset Management Group
Connecticut
$5.86M 56,768 -398 -0.7%
MFP
152
Mosaic Financial Partners
California
$5.79M 56,154 -2,063 -4%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$5.79M 56,122 +18,711 +50%
LWA
154
Lenox Wealth Advisors
New York
$5.77M 55,940 -8,908 -14%
CK
155
Carnick & Kubik
Colorado
$5.47M 53,038 +1,702 +3%
LFG
156
LifePlan Financial Group
Ohio
$5.38M 52,119 -61,137 -54%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.24M 50,798 -3,329 -6%
SI
158
SII Investments
Wisconsin
$5.18M 50,301 -4,237 -8%
IA
159
IndexIQ Advisors
New York
$5.12M 49,600 -284,053 -85%
ABC
160
Associated Banc-Corp
Wisconsin
$5.06M 49,033 -350 -0.7%
TCM
161
Twele Capital Management
Minnesota
$4.99M 48,383 – –
SCM
162
Sterling Capital Management
North Carolina
$4.96M 48,054 +19,855 +70%
1IA
163
1834 Investment Advisors
Wisconsin
$4.94M 47,853 -100 -0.2%
QI
164
QS Investors
New York
$4.9M 47,478 -214,635 -82%
GT
165
Glenmede Trust
Pennsylvania
$4.84M 46,956 -5,528 -11%
FFA
166
Fragasso Financial Advisors
Pennsylvania
$4.77M 46,222 -2,212 -5%
Comerica Bank
167
Comerica Bank
Texas
$4.7M 45,588 +23,117 +103%
FAAS
168
First Allied Advisory Services
California
$4.61M 44,594 -1,651 -4%
ASN
169
Advisory Services Network
Georgia
$4.58M 44,157 -2,257 -5%
Creative Planning
170
Creative Planning
Kansas
$4.42M 42,801 +559 +1%
DPI
171
Diversified Portfolios Inc
Michigan
$4.4M 42,983 -2,868 -6%
V
172
Veritable
Delaware
$4.37M 42,337 -12,895 -23%
HCA
173
Harbour Capital Advisors
Virginia
$4.36M 42,280 +3,800 +10%
BOS
174
Bingham Osborn & Scarborough
California
$4.25M 41,195 -2,758 -6%
MPM
175
Meritage Portfolio Management
Kansas
$4.24M 41,101 +106 +0.3%
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