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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
2
Franklin Resources
California
$116M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
USAA
4
United Services Automobile Association
Texas
$238M
5
BTS
5
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
3
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
SIM
5
Sigma Investment Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
176
SII Investments
Wisconsin
$5.64M +$910K +8,724 +19%
CK
177
Carnick & Kubik
Colorado
$5.64M +$163K +1,565 +3%
SCM
178
Sterling Capital Management
North Carolina
$5.26M +$3.13M +30,000 +147%
ABC
179
Associated Banc-Corp
Wisconsin
$5.15M -$76.7K -735 -1%
TCM
180
Twele Capital Management
Minnesota
$5.05M – – –
Kayne Anderson Rudnick Investment Management
181
Kayne Anderson Rudnick Investment Management
California
$5.03M +$1.46M +13,989 +41%
P
182
Palladiem
Pennsylvania
$4.96M +$4.96M +47,495 New
BOS
183
Bingham Osborn & Scarborough
California
$4.94M -$154K -1,474 -3%
DPI
184
Diversified Portfolios Inc
Michigan
$4.94M +$4.94M +47,284 New
NL
185
NWAM LLC
Washington
$4.92M -$474K -4,538 -9%
RTS
186
Round Table Services
New Jersey
$4.9M -$648K -6,211 -12%
OC
187
Oppenheimer & Co
New York
$4.89M +$357K +3,418 +8%
1IA
188
1834 Investment Advisors
Wisconsin
$4.89M +$104K +1,000 +2%
SG Americas Securities
189
SG Americas Securities
New York
$4.84M +$4.84M +46,365 New
ASN
190
Advisory Services Network
Georgia
$4.83M -$156K -1,528 -3%
Massachusetts Financial Services
191
Massachusetts Financial Services
Massachusetts
$4.74M +$4.74M +45,401 New
VFS
192
VSR Financial Services
Kansas
$4.72M +$725K +6,942 +18%
MPM
193
Meritage Portfolio Management
Kansas
$4.67M -$8M -76,609 -63%
NYLIM
194
New York Life Investment Management
New York
$4.66M +$4.66M +44,624 New
Comerica Bank
195
Comerica Bank
Texas
$4.49M +$2.61M +25,050 +139%
RFC
196
Russell Frank Company
Washington
$4.46M -$1.18M -13,750 -21%
TH
197
Timber Hill
Connecticut
$4.42M +$3.49M +33,407 +373%
FAAS
198
First Allied Advisory Services
California
$4.31M +$1.2M +11,518 +39%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$4.18M -$112K -1,070 -3%
WT
200
Whittier Trust
California
$4.13M -$1.04K -10 -0%
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8
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