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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
151
Arbor Investment Advisors
North Carolina
$5.53M 59,273 -3,184 -5%
FA
152
FC Advisory
Pennsylvania
$5.45M 58,380 -5,259 -8%
MFP
153
Mosaic Financial Partners
California
$5.28M 56,552 +398 +0.7%
AMG
154
Asset Management Group
Connecticut
$5.24M 56,181 -587 -1%
GC
155
Guggenheim Capital
Illinois
$5.13M 54,970 +28,600 +108%
CK
156
Carnick & Kubik
Colorado
$5.13M 54,961 +1,923 +4%
P
157
Pitcairn
Pennsylvania
$5.13M 54,943 -38,135 -41%
FFA
158
Fragasso Financial Advisors
Pennsylvania
$5.01M 53,715 +7,493 +16%
CCWA
159
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.72M 50,548 -250 -0.5%
SI
160
SII Investments
Wisconsin
$4.68M 50,051 -250 -0.5%
BTS
161
BB&T Securities
Virginia
$4.56M 48,923 +28,210 +136%
TCM
162
Twele Capital Management
Minnesota
$4.51M 48,383 – –
ABC
163
Associated Banc-Corp
Wisconsin
$4.43M 47,438 -1,595 -3%
BF
164
BOK Financial
Oklahoma
$4.38M 46,919 -51,369 -52%
1IA
165
1834 Investment Advisors
Wisconsin
$4.38M 46,901 -952 -2%
GT
166
Glenmede Trust
Pennsylvania
$4.35M 46,646 -310 -0.7%
LFG
167
LifePlan Financial Group
Ohio
$4.29M 45,944 -6,175 -12%
BC
168
Brinker Capital
Pennsylvania
$4.25M 45,349 +45,349 New
HCA
169
Harbour Capital Advisors
Virginia
$4.16M 44,625 +2,345 +6%
MPM
170
Meritage Portfolio Management
Kansas
$4.15M 44,491 +3,390 +8%
COI
171
Connable Office Inc
Michigan
$4.12M 44,194 +44,194 New
FAAS
172
First Allied Advisory Services
California
$4.11M 44,028 -566 -1%
ASN
173
Advisory Services Network
Georgia
$4.07M 43,625 -532 -1%
BOS
174
Bingham Osborn & Scarborough
California
$3.99M 42,732 +1,537 +4%
SEI Investments
175
SEI Investments
Pennsylvania
$3.98M 42,603 +42,581 +193,550%
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