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iShares Russell 1000 Value ETF
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Overview Fund Activity

453 hedge funds and large institutions have $14.4B invested in iShares Russell 1000 Value ETF in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 187 increasing their positions, 137 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+18
Holders Change %
+4.14%
% of All Funds
13.03%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
2.3%
New
49
Increased
187
Reduced
137
Closed
28
Calls
$16.1M
Puts
$4.02M
Net Calls
+$12.1M
Net Calls Change
+$10.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
BIT
BlackRock Institutional Trust
California
$79.5M
3
Deutsche Bank
Deutsche Bank
Germany
$102M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$883M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B

Top Sellers

1
HI
Horizon Investments
North Carolina
$6.07M
2
USAA
United Services Automobile Association
Texas
$145M
3
CB
Commerce Bank
Missouri
$244M
4
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
5
Wells Fargo
Wells Fargo
California
$568M
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
176
1ST Source Bank
Indiana
$3.87M +$1.73M +17,065 +81%
QIM
177
Quest Investment Management
Oregon
$3.84M -$172K -1,700 -4%
HCM
178
HM Capital Management
Missouri
$3.83M +$508K +5,014 +15%
AWP
179
Ascent Wealth Partners
New York
$3.77M +$32.9K +325 +0.9%
DMC
180
Drexel Morgan & Co
Pennsylvania
$3.72M -$108K -1,071 -3%
JFG
181
JMG Financial Group
Illinois
$3.68M -$97.2K -960 -3%
GA
182
GFS Advisors
Texas
$3.63M +$21K +207 +0.6%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$3.51M +$433K +4,279 +14%
Barclays
184
Barclays
United Kingdom
$3.5M +$689K +6,815 +25%
SCM
185
Steward Capital Management
Michigan
$3.48M -$76K -750 -2%
American Century Companies
186
American Century Companies
Missouri
$3.47M -$328K -3,239 -9%
VFS
187
VSR Financial Services
Kansas
$3.43M +$675K +6,664 +24%
FIMS
188
FBL Investment Management Services
Iowa
$3.42M -$17.2M -169,875 -83%
NFA
189
Nationwide Fund Advisors
Ohio
$3.41M +$165K +1,630 +5%
KFS
190
KMS Financial Services
Washington
$3.28M +$226K +2,227 +7%
HCA
191
Harbour Capital Advisors
Virginia
$3.19M +$301K +2,975 +10%
AAS
192
Annex Advisory Services
Wisconsin
$3.19M -$17.3K -171 -0.5%
AIM
193
Acropolis Investment Management
Missouri
$3.13M -$48.6K -480 -2%
Creative Planning
194
Creative Planning
Kansas
$3.12M +$291K +2,869 +10%
FAAS
195
First Allied Advisory Services
California
$3.03M +$306K +3,024 +11%
AB
196
Atlas Brown
Kentucky
$3.01M -$35.5K -351 -1%
JHC
197
JFB Holdings Corp
Georgia
$3M +$94.2K +930 +3%
SFG
198
Sage Financial Group
Pennsylvania
$3M +$236K +2,335 +9%
RFC
199
Russell Frank Company
Washington
$2.92M -$5.64M -60,933 -66%
GCA
200
Greenwood Capital Associates
South Carolina
$2.91M +$182K +1,802 +7%
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