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iShares Russell 1000 Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$529M
2
MAA
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
William Blair & Company
Illinois
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.25B
5
PPA
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
American International Group
New York
$5.66M
2
CB
Commerce Bank
Missouri
$294M
3
CC
Curian Capital
Colorado
$115M
4
VF
Virtu Financial
New York
$24.5M
5
CI
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
176
Quest Investment Management
Oregon
$3.14M – – –
MA
177
MUFG Americas
New York
$3.13M -$75.7K -804 -2%
DMC
178
Drexel Morgan & Co
Pennsylvania
$3.11M -$107K -1,141 -3%
American Century Companies
179
American Century Companies
Missouri
$3.03M -$36.1M -383,570 -92%
GA
180
GFS Advisors
Texas
$2.93M -$107K -1,140 -4%
FMBTD
181
First Midwest Bank Trust Division
Illinois
$2.9M +$2.9M +30,748 New
PIM
182
Parasol Investment Management
Illinois
$2.82M +$2.82M +29,929 New
NFA
183
Nationwide Fund Advisors
Ohio
$2.77M +$870K +9,240 +46%
SCM
184
Schneider Capital Management
Pennsylvania
$2.75M +$552K +5,865 +25%
NL
185
NWAM LLC
Washington
$2.74M -$525K -5,572 -16%
SAM
186
Silvercrest Asset Management
New York
$2.72M +$1.88K +20 +0.1%
Barclays
187
Barclays
United Kingdom
$2.67M +$618K +6,578 +30%
Creative Planning
188
Creative Planning
Kansas
$2.66M +$465K +4,939 +21%
Comerica Bank
189
Comerica Bank
Texas
$2.64M -$28.6M -303,537 -92%
CDIA
190
Capital Directions Investment Advisors
Georgia
$2.58M -$221K -2,346 -8%
HCA
191
Harbour Capital Advisors
Virginia
$2.57M +$14.1K +150 +0.6%
SFG
192
Sage Financial Group
Pennsylvania
$2.57M +$2.57M +27,271 New
FAAS
193
First Allied Advisory Services
California
$2.45M +$61.1K +650 +3%
HTC
194
Haverford Trust Company
Pennsylvania
$2.45M +$2.45M +26,030 New
NG
195
NatWest Group
United Kingdom
$2.43M -$46.3K -492 -2%
FTIOP
196
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.43M -$37.5K -398 -2%
MWR
197
McAdams Wright Ragen
Washington
$2.39M +$31.5K +335 +1%
KFS
198
KMS Financial Services
Washington
$2.36M +$12.6K +134 +0.5%
CBU
199
CIBC Bank USA
Illinois
$2.36M -$17.5K -186 -0.7%
RJFSA
200
Raymond James Financial Services Advisors
Florida
$2.29M -$2.98M -31,645 -57%
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