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iShares Russell 1000 Value ETF
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Overview Fund Activity

371 hedge funds and large institutions have $63.5B invested in iShares Russell 1000 Value ETF in 2013 Q2 according to their latest regulatory filings, with 371 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+371
Holders Change %
–
% of All Funds
12.11%
Holding in Top 10
68
Holding in Top 10 Change
+68
Holding in Top 10 Change %
%
% of All Funds
2.22%
New
371
Increased
–
Reduced
–
Closed
–
Calls
$14.7M
Puts
$536K
Net Calls
+$14.2M
Net Calls Change
+$14.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
176
DSC Advisors
Illinois
$2.22M +$2.22M +26,500 New
FTIOP
177
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.19M +$2.19M +26,156 New
3AM
178
3D Asset Management
Connecticut
$2.14M +$2.14M +25,544 New
JHC
179
JFB Holdings Corp
Georgia
$2.11M +$2.11M +25,180 New
MWR
180
McAdams Wright Ragen
Washington
$2.1M +$2.1M +25,000 New
FA
181
FCG Advisors
New Jersey
$2.05M +$2.05M +24,504 New
BAM
182
Berkshire Asset Management
Pennsylvania
$2.04M +$2.04M +24,308 New
NCM
183
Noesis Capital Mangement
Florida
$1.99M +$1.99M +23,790 New
HTC
184
Haverford Trust Company
Pennsylvania
$1.88M +$1.88M +22,424 New
NCMW
185
Northern Capital Management (Wisconsin)
Wisconsin
$1.84M +$1.84M +21,956 New
EC
186
Estate Counselors
Wisconsin
$1.83M +$1.83M +21,727 New
WTC
187
WhitTier Trust Company
Nevada
$1.81M +$1.81M +21,645 New
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$1.74M +$1.74M +20,765 New
OPCM
189
Osborne Partners Capital Management
California
$1.71M +$1.71M +20,356 New
FUBT
190
First United Bank & Trust
Maryland
$1.71M +$1.71M +20,351 New
QIM
191
Quest Investment Management
Oregon
$1.68M +$1.68M +20,050 New
CT
192
Coastline Trust
Rhode Island
$1.66M +$1.66M +19,836 New
I2I
193
Insight 2811 Inc
Illinois
$1.66M +$1.66M +19,751 New
Wellington Management Group
194
Wellington Management Group
Massachusetts
$1.62M +$1.62M +19,290 New
Creative Planning
195
Creative Planning
Kansas
$1.61M +$1.61M +19,227 New
I
196
IberiaBank
Louisiana
$1.61M +$1.61M +19,163 New
WI
197
WrapManager Inc
California
$1.56M +$1.56M +18,531 New
HSA
198
HBK Sorce Advisory
Pennsylvania
$1.55M +$1.55M +18,478 New
BJL
199
Brighton Jones LLC
Washington
$1.54M +$1.54M +18,424 New
PFM
200
Phillips Financial Management
Indiana
$1.48M +$1.48M +17,018 New
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