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iShares Russell 1000 Value ETF
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Overview Fund Activity

505 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 163 reducing their positions, and 44 closing their positions.

Holders
505
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
14.11%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
2.32%
New
45
Increased
194
Reduced
163
Closed
44
Calls
$3.3M
Puts
$12.3M
Net Calls
-$8.99M
Net Calls Change
-$17.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.8B
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$298M
3
Goldman Sachs
3
Goldman Sachs
New York
$792M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
WKKFT
5
W.K. Kellogg Foundation Trust
Michigan
$54.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$8.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.38B
3
Citigroup
3
Citigroup
New York
$18.6M
4
AssetMark Inc
4
AssetMark Inc
California
$12.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$95.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FUBT
176
First United Bank & Trust
Maryland
$3.93M 42,157 +2,650 +7%
DPI
177
Diversified Portfolios Inc
Michigan
$3.93M 42,127 -856 -2%
ICOA
178
Investment Centers of America
North Dakota
$3.76M 40,271 +6,455 +19%
SIA
179
Starfire Investment Advisers
Michigan
$3.72M 39,889 – –
NIMC
180
NWQ Investment Management Company
California
$3.65M 39,149 +39,149 New
V
181
Veritable
Delaware
$3.63M 38,932 -3,405 -8%
MA
182
MUFG Americas
New York
$3.6M 38,543 -202 -0.5%
WT
183
Whittier Trust
California
$3.59M 38,487 -62 -0.2%
AG
184
Appleton Group
Wisconsin
$3.59M 38,448 -67,436 -64%
AI
185
Atria Investments
North Carolina
$3.51M 37,618 +23,810 +172%
SCG
186
Sonata Capital Group
Washington
$3.49M 37,430 +157 +0.4%
BPB
187
Badgley, Phelps & Bell
Washington
$3.38M 36,256 +1,810 +5%
I2I
188
Insight 2811 Inc
Illinois
$3.38M 36,186 -2,233 -6%
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$3.34M 35,850 +273 +0.8%
GA
190
GFS Advisors
Texas
$3.31M 35,484 +50 +0.1%
RTS
191
Round Table Services
New Jersey
$3.31M 35,446 +748 +2%
DIA
192
Denver Investment Advisors
Colorado
$3.23M 34,597 +544 +2%
AW
193
ACG Wealth
Georgia
$3.23M 34,591 +13,299 +62%
JFG
194
JMG Financial Group
Illinois
$3.15M 33,720 -125 -0.4%
SWP
195
Stratos Wealth Partners
Ohio
$3.14M 33,643 +4,324 +15%
Eagle Capital Management (New York)
196
Eagle Capital Management (New York)
New York
$3.09M 33,100 +33,100 New
AWP
197
Ascent Wealth Partners
New York
$3.09M 33,075 +70 +0.2%
FFC
198
First Financial Corp
Indiana
$3.01M 32,242 -847 -3%
SFG
199
Sage Financial Group
Pennsylvania
$2.98M 31,978 +9,679 +43%
GF
200
Gerstein Fisher
New York
$2.93M 31,401 +21,169 +207%
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