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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$1.45M
2
MAA
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
Deutsche Bank
Germany
$0
4
Franklin Resources
Franklin Resources
California
$27M
5
CC
Curian Capital
Colorado
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
176
Barings
North Carolina
$4.74M +$3.76M +36,500 +384%
DPI
177
Diversified Portfolios Inc
Michigan
$4.73M -$148K -1,433 -3%
BOS
178
Bingham Osborn & Scarborough
California
$4.53M -$347K -3,365 -7%
Creative Planning
179
Creative Planning
Kansas
$4.35M +$373K +3,623 +9%
VFS
180
VSR Financial Services
Kansas
$4.32M -$340K -3,300 -7%
MPM
181
Meritage Portfolio Management
Kansas
$4.23M -$382K -3,703 -8%
DMC
182
Drexel Morgan & Co
Pennsylvania
$4.21M +$514K +4,985 +14%
MA
183
MUFG Americas
New York
$4.2M +$166K +1,606 +4%
Citadel Advisors
184
Citadel Advisors
Florida
$4.19M +$4.19M +40,642 New
WT
185
Whittier Trust
California
$4.07M -$10.2K -99 -0.3%
FUBT
186
First United Bank & Trust
Maryland
$4.05M +$574K +5,565 +16%
SIA
187
Starfire Investment Advisers
Michigan
$4.03M +$4.03M +39,134 New
WSTAM
188
Wilbanks Smith & Thomas Asset Management
Virginia
$4.03M -$89.7K -870 -2%
SCG
189
Sonata Capital Group
Washington
$3.97M +$57.9K +562 +1%
HCA
190
Harbour Capital Advisors
Virginia
$3.97M +$85.1K +825 +2%
I2I
191
Insight 2811 Inc
Illinois
$3.92M +$59.7K +579 +2%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$3.86M +$207K +2,007 +6%
RTS
193
Round Table Services
New Jersey
$3.74M -$1.09M -10,596 -23%
NYLIM
194
New York Life Investment Management
New York
$3.68M -$919K -8,918 -20%
SWP
195
Stratos Wealth Partners
Ohio
$3.68M +$484K +4,693 +15%
ICOA
196
Investment Centers of America
North Dakota
$3.53M +$2.73M +26,444 +338%
JFG
197
JMG Financial Group
Illinois
$3.47M -$151K -1,462 -4%
FFC
198
First Financial Corp
Indiana
$3.42M -$104K -1,005 -3%
FIMS
199
FBL Investment Management Services
Iowa
$3.4M -$118K -1,140 -3%
AWP
200
Ascent Wealth Partners
New York
$3.39M -$585K -5,671 -15%
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