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iShares Russell 1000 Value ETF

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
176
MUFG Americas
New York
$3.2M -$8.59K -89 -0.3%
HCM
177
HM Capital Management
Missouri
$3.16M -$220K -2,277 -7%
NFA
178
Nationwide Fund Advisors
Ohio
$3.09M +$253K +2,620 +9%
AAS
179
Annex Advisory Services
Wisconsin
$3.05M -$246K -2,553 -7%
AIM
180
Acropolis Investment Management
Missouri
$3.03M -$196K -2,030 -6%
Wellington Management Group
181
Wellington Management Group
Massachusetts
$2.99M +$2.99M +30,990 New
RJFSA
182
Raymond James Financial Services Advisors
Florida
$2.93M +$584K +6,048 +25%
KFS
183
KMS Financial Services
Washington
$2.91M +$493K +5,113 +20%
AB
184
Atlas Brown
Kentucky
$2.9M +$2.9M +30,085 New
SG Americas Securities
185
SG Americas Securities
New York
$2.9M +$2.9M +30,027 New
Kayne Anderson Rudnick Investment Management
186
Kayne Anderson Rudnick Investment Management
California
$2.79M -$2.29M -23,739 -45%
JHC
187
JFB Holdings Corp
Georgia
$2.77M -$12.2M -126,198 -81%
HCA
188
Harbour Capital Advisors
Virginia
$2.75M +$116K +1,200 +4%
FIM
189
Freedom Investment Management
Connecticut
$2.74M +$903K +9,360 +49%
Comerica Bank
190
Comerica Bank
Texas
$2.73M +$24K +249 +0.9%
DIA
191
Denver Investment Advisors
Colorado
$2.7M +$20.4K +211 +0.8%
Creative Planning
192
Creative Planning
Kansas
$2.7M -$31K -321 -1%
Barclays
193
Barclays
United Kingdom
$2.67M -$59K -615 -2%
SAM
194
Silvercrest Asset Management
New York
$2.63M -$156K -1,620 -6%
SFG
195
Sage Financial Group
Pennsylvania
$2.63M
CDIA
196
Capital Directions Investment Advisors
Georgia
$2.63M -$19.3K -200 -0.7%
VFS
197
VSR Financial Services
Kansas
$2.63M +$519K +5,380 +25%
CBU
198
CIBC Bank USA
Illinois
$2.63M +$211K +2,191 +9%
FAAS
199
First Allied Advisory Services
California
$2.61M +$85.3K +882 +3%
GCA
200
Greenwood Capital Associates
South Carolina
$2.6M +$310K +3,210 +14%