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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
176
National Planning Corporation
California
$2.36M +$1.55M +17,787 +191%
Kayne Anderson Rudnick Investment Management
177
Kayne Anderson Rudnick Investment Management
California
$2.34M -$80.4K -933 -3%
HCA
178
Harbour Capital Advisors
Virginia
$2.34M – – –
NG
179
NatWest Group
United Kingdom
$2.27M -$204K -2,366 -8%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.26M – – –
FAAS
181
First Allied Advisory Services
California
$2.19M +$974K +11,326 +80%
CBU
182
CIBC Bank USA
Illinois
$2.17M -$8.43M -97,857 -80%
MWR
183
McAdams Wright Ragen
Washington
$2.16M – – –
BP
184
Banyan Partners
Florida
$2.15M +$2.15M +24,967 New
KFS
185
KMS Financial Services
Washington
$2.15M +$703K +8,152 +49%
BAM
186
Berkshire Asset Management
Pennsylvania
$2.1M +$8.45K +98 +0.4%
NCM
187
Noesis Capital Mangement
Florida
$2.09M +$43.6K +506 +2%
FA
188
FCG Advisors
New Jersey
$2.06M -$47.7K -553 -2%
3AM
189
3D Asset Management
Connecticut
$2.02M -$185K -2,141 -8%
SC
190
SouthState Corp
Florida
$2.01M -$709K -8,230 -26%
SCM
191
Schneider Capital Management
Pennsylvania
$2.01M +$1.55M +17,930 +332%
Creative Planning
192
Creative Planning
Kansas
$2.01M +$352K +4,082 +21%
Wellington Management Group
193
Wellington Management Group
Massachusetts
$2M +$336K +3,904 +20%
Barclays
194
Barclays
United Kingdom
$1.88M -$2M -23,202 -52%
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$1.86M +$1.35M +15,666 +266%
FUBT
196
First United Bank & Trust
Maryland
$1.82M +$64.2K +745 +4%
EC
197
Estate Counselors
Wisconsin
$1.81M -$58.6K -680 -3%
WTC
198
WhitTier Trust Company
Nevada
$1.79M -$75K -870 -4%
I2I
199
Insight 2811 Inc
Illinois
$1.78M +$80K +928 +5%
DIA
200
Denver Investment Advisors
Colorado
$1.78M +$279K +3,242 +19%
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