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iShares Russell 1000 Value ETF
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Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
M&T Bank
New York
$152M
3
CC
Curian Capital
Colorado
$302M
4
EFS
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
Appleton Group
Wisconsin
$10.5M
2
BDF
Balasa Dinverno & Foltz
$87.1M
3
CB
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
176
HM Capital Management
Missouri
$3.86M +$81.7K +816 +2%
VFS
177
VSR Financial Services
Kansas
$3.83M +$435K +4,346 +13%
FFC
178
First Financial Corp
Indiana
$3.82M -$22K -220 -0.6%
AWP
179
Ascent Wealth Partners
New York
$3.82M +$93.8K +937 +3%
QIM
180
Quest Investment Management
Oregon
$3.79M – – –
VF
181
Virtu Financial
New York
$3.74M +$3.74M +37,334 New
DMC
182
Drexel Morgan & Co
Pennsylvania
$3.67M -$6.71K -67 -0.2%
JFG
183
JMG Financial Group
Illinois
$3.6M -$34.6K -346 -1%
GA
184
GFS Advisors
Texas
$3.51M -$80.9K -808 -2%
KFS
185
KMS Financial Services
Washington
$3.48M +$232K +2,316 +7%
SCM
186
Steward Capital Management
Michigan
$3.44M – – –
Kayne Anderson Rudnick Investment Management
187
Kayne Anderson Rudnick Investment Management
California
$3.42M +$677K +6,768 +25%
FIMS
188
FBL Investment Management Services
Iowa
$3.38M – – –
HCA
189
Harbour Capital Advisors
Virginia
$3.37M +$213K +2,125 +7%
Creative Planning
190
Creative Planning
Kansas
$3.25M +$164K +1,638 +5%
TFA
191
Transamerica Financial Advisors
Florida
$3.1M +$584K +5,833 +23%
AAS
192
Annex Advisory Services
Wisconsin
$3.09M -$58.6K -585 -2%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$3.07M -$398K -3,973 -11%
JHC
194
JFB Holdings Corp
Georgia
$3.05M +$78.6K +785 +3%
FAAS
195
First Allied Advisory Services
California
$2.99M -$15.7K -156 -0.5%
AIM
196
Acropolis Investment Management
Missouri
$2.97M -$124K -1,240 -4%
SFG
197
Sage Financial Group
Pennsylvania
$2.96M -$2.1K -21 -0.1%
FUBT
198
First United Bank & Trust
Maryland
$2.93M +$296K +2,960 +11%
CBU
199
CIBC Bank USA
Illinois
$2.86M +$63K +629 +2%
Jane Street
200
Jane Street
New York
$2.77M +$2.07M +20,715 +297%
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