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iShares Russell 1000 Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $11.7B invested in iShares Russell 1000 Value ETF in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 124 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
12.26%
Holding in Top 10
62
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.82%
% of All Funds
2.01%
New
41
Increased
153
Reduced
124
Closed
26
Calls
$20.3M
Puts
$59M
Net Calls
-$38.7M
Net Calls Change
-$52.9M

Top Buyers

1
AIG
American International Group
New York
$229M
2
Bank of America
Bank of America
North Carolina
$817M
3
VF
Virtu Financial
New York
$65M
4
JA
JOYN Advisors
Georgia
$57.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$629M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
Franklin Resources
California
$92.5M
3
RMPT
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
Curian Capital
Colorado
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
201
SII Investments
Wisconsin
$1.77M +$1.52M +17,639 +607%
NCMW
202
Northern Capital Management (Wisconsin)
Wisconsin
$1.76M -$137K -1,585 -7%
OPCM
203
Osborne Partners Capital Management
California
$1.76M – – –
NFA
204
Nationwide Fund Advisors
Ohio
$1.74M +$1.74M +20,180 New
CT
205
Coastline Trust
Rhode Island
$1.68M -$28.9K -335 -2%
I
206
IberiaBank
Louisiana
$1.68M +$26.6K +309 +2%
GCA
207
Greenwood Capital Associates
South Carolina
$1.67M +$1.67M +19,388 New
BJL
208
Brighton Jones LLC
Washington
$1.63M +$38.6K +448 +2%
Rafferty Asset Management
209
Rafferty Asset Management
New York
$1.56M +$228K +2,641 +17%
BPB
210
Badgley, Phelps & Bell
Washington
$1.5M +$117K +1,360 +8%
MFS
211
MSI Financial Services
Massachusetts
$1.5M +$96K +1,114 +7%
PFM
212
Phillips Financial Management
Indiana
$1.47M +$87 +1 +0%
FA
213
FDx Advisors
Illinois
$1.45M +$940K +10,902 +183%
VFS
214
VSR Financial Services
Kansas
$1.38M +$605K +7,021 +79%
AI
215
Atria Investments
North Carolina
$1.35M +$1.35M +15,628 New
PFA
216
Pure Financial Advisors
California
$1.33M -$131K -1,519 -9%
BP
217
Ballentine Partners
Massachusetts
$1.21M -$33.6K -390 -3%
FIM
218
Freedom Investment Management
Connecticut
$1.21M -$1.12M -12,963 -48%
WTIM
219
Wilmington Trust Investment Management
Delaware
$1.14M +$5.42K +63 +0.5%
SC
220
Savant Capital
Illinois
$1.11M – – –
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$1.11M -$25.8K -299 -2%
FPTW
222
Franklin, Parlapiano, Turner & Welch
Texas
$1.09M -$10.3K -120 -0.9%
EWM
223
Evercore Wealth Management
New York
$1.08M +$206K +2,391 +24%
OC
224
Oppenheimer & Co
New York
$1.07M +$68.7K +797 +7%
WI
225
WrapManager Inc
California
$1.07M -$536K -6,176 -33%
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