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iShares Russell 1000 Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $12.8B invested in iShares Russell 1000 Value ETF in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 186 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+54
Holders Change %
+14.29%
% of All Funds
12.55%
Holding in Top 10
72
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.13%
% of All Funds
2.09%
New
75
Increased
186
Reduced
112
Closed
15
Calls
$5.41M
Puts
$12.6M
Net Calls
-$7.17M
Net Calls Change
+$31.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$529M
2
MAA
Managed Account Advisors
New Jersey
$249M
3
William Blair & Company
William Blair & Company
Illinois
$101M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.25B
5
PPA
Parametric Portfolio Associates
Washington
$201M

Top Sellers

1
AIG
American International Group
New York
$5.66M
2
CB
Commerce Bank
Missouri
$294M
3
CC
Curian Capital
Colorado
$115M
4
VF
Virtu Financial
New York
$24.5M
5
CI
Cowen Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
201
Berkshire Asset Management
Pennsylvania
$2.29M -$8.67K -92 -0.4%
Massachusetts Financial Services
202
Massachusetts Financial Services
Massachusetts
$2.28M +$2.28M +24,174 New
GCA
203
Greenwood Capital Associates
South Carolina
$2.23M +$404K +4,295 +22%
SC
204
SouthState Corp
Florida
$2.21M +$12.4K +132 +0.6%
SI
205
SII Investments
Wisconsin
$2.17M +$235K +2,503 +12%
3AM
206
3D Asset Management
Connecticut
$2.15M -$53.4K -567 -2%
FUBT
207
First United Bank & Trust
Maryland
$2.11M +$119K +1,260 +6%
GF
208
Gerstein Fisher
New York
$2.08M +$1.02M +10,869 +96%
VFS
209
VSR Financial Services
Kansas
$2.06M +$557K +5,910 +37%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$2.05M +$16.5K +175 +0.8%
BP
211
Banyan Partners
Florida
$2.02M -$327K -3,474 -14%
FHA
212
First Horizon Advisors
Tennessee
$2.02M -$521K -5,706 -21%
EC
213
Estate Counselors
Wisconsin
$1.98M -$2.83K -30 -0.1%
WTC
214
WhitTier Trust Company
Nevada
$1.94M -$17.9K -190 -0.9%
OPCM
215
Osborne Partners Capital Management
California
$1.93M +$15.5K +165 +0.8%
I
216
IberiaBank
Louisiana
$1.92M +$82.4K +875 +4%
CT
217
Coastline Trust
Rhode Island
$1.86M +$21.2K +225 +1%
BJL
218
Brighton Jones LLC
Washington
$1.82M +$45.4K +482 +3%
FIM
219
Freedom Investment Management
Connecticut
$1.8M +$472K +5,014 +36%
AI
220
Atria Investments
North Carolina
$1.76M +$289K +3,064 +20%
MFS
221
MSI Financial Services
Massachusetts
$1.72M +$81.7K +868 +5%
WB
222
Webster Bank
Connecticut
$1.67M +$1.67M +17,719 New
CNB
223
City National Bank
California
$1.63M +$1.63M +17,338 New
PFM
224
Phillips Financial Management
Indiana
$1.62M +$26.2K +280 +2%
NCMW
225
Northern Capital Management (Wisconsin)
Wisconsin
$1.6M -$320K -3,400 -17%
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