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iShares Russell 1000 Value ETF
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Overview Fund Activity

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$315M
2
M&T Bank
M&T Bank
New York
$152M
3
CC
Curian Capital
Colorado
$302M
4
EFS
Edelman Financial Services
Virginia
$1.64B
5
Jones Financial Companies
Jones Financial Companies
Missouri
$917M

Top Sellers

1
AG
Appleton Group
Wisconsin
$10.5M
2
BDF
Balasa Dinverno & Foltz
$87.1M
3
CB
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
William Blair & Company
Illinois
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
201
Greenwood Capital Associates
South Carolina
$2.75M -$124K -1,240 -4%
AI
202
Atria Investments
North Carolina
$2.69M +$248K +2,475 +10%
Aristotle Capital Management
203
Aristotle Capital Management
California
$2.68M -$2.18M -21,800 -45%
DIA
204
Denver Investment Advisors
Colorado
$2.62M -$212K -2,119 -7%
MA
205
MUFG Americas
New York
$2.53M +$43K +430 +2%
CDIA
206
Capital Directions Investment Advisors
Georgia
$2.49M -$311K -2,997 -11%
GC
207
Garde Capital
Washington
$2.47M -$17.4K -174 -0.7%
RhumbLine Advisers
208
RhumbLine Advisers
Massachusetts
$2.46M +$2.46M +24,525 New
FTIOP
209
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.38M -$58.2K -582 -2%
BPB
210
Badgley, Phelps & Bell
Washington
$2.36M +$267K +2,668 +13%
AB
211
Atlas Brown
Kentucky
$2.32M -$659K -6,583 -22%
SC
212
SouthState Corp
Florida
$2.25M -$247K -2,465 -10%
NEPWA
213
New England Private Wealth Advisors
Massachusetts
$2.21M +$18.3K +183 +0.8%
BOH
214
Bank of Hawaii
Hawaii
$2.14M +$2.14M +21,366 New
FIM
215
Freedom Investment Management
Connecticut
$2.13M +$150K +1,503 +8%
BAM
216
Berkshire Asset Management
Pennsylvania
$2.13M -$300K -3,000 -12%
FHA
217
First Horizon Advisors
Tennessee
$2.12M +$28.8K +288 +1%
FA
218
FCG Advisors
New Jersey
$2.07M -$5.95K -69 -0.3%
EC
219
Estate Counselors
Wisconsin
$2.07M – – –
SCM
220
Sterling Capital Management
North Carolina
$2.04M -$2.47M -24,725 -55%
WTC
221
WhitTier Trust Company
Nevada
$2.04M -$25.4K -254 -1%
CT
222
Coastline Trust
Rhode Island
$2M -$7.51K -75 -0.4%
OPCM
223
Osborne Partners Capital Management
California
$2M – – –
AW
224
ACG Wealth
Georgia
$1.97M +$12.7K +127 +0.7%
AB
225
Amalgamated Bank
New York
$1.93M -$2.69M -26,867 -58%
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