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iShares Russell 1000 Value ETF
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Overview Fund Activity

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$584M
2
Franklin Resources
2
Franklin Resources
California
$116M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
USAA
4
United Services Automobile Association
Texas
$238M
5
BTS
5
BB&T Securities
Virginia
$55.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$845M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.9M
3
BIT
3
BlackRock Institutional Trust
California
$25.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$188M
5
SIM
5
Sigma Investment Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
MUFG Americas
New York
$4.09M +$1.46M +13,949 +55%
FA
202
FCG Advisors
New Jersey
$4.07M +$1.57M +14,997 +63%
QIM
203
Quest Investment Management
Oregon
$4.06M +$102K +975 +3%
Creative Planning
204
Creative Planning
Kansas
$4.03M +$646K +6,185 +19%
HCM
205
HM Capital Management
Missouri
$4.03M – – –
AWP
206
Ascent Wealth Partners
New York
$4.02M +$43.5K +417 +1%
SCG
207
Sonata Capital Group
Washington
$3.96M +$3.96M +37,957 New
HCA
208
Harbour Capital Advisors
Virginia
$3.93M +$420K +4,025 +12%
I2I
209
Insight 2811 Inc
Illinois
$3.91M -$178K -1,702 -4%
RCM
210
RNC Capital Management
California
$3.9M +$3.9M +37,305 New
GA
211
GFS Advisors
Texas
$3.87M +$212K +2,031 +6%
DMC
212
Drexel Morgan & Co
Pennsylvania
$3.74M -$84.6K -810 -2%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$3.7M +$492K +4,716 +15%
JFG
214
JMG Financial Group
Illinois
$3.67M -$90.3K -865 -2%
FFC
215
First Financial Corp
Indiana
$3.57M -$417K -3,990 -10%
FIMS
216
FBL Investment Management Services
Iowa
$3.57M +$36.5K +350 +1%
FUBT
217
First United Bank & Trust
Maryland
$3.52M +$469K +4,495 +15%
Diamond Hill Capital Management
218
Diamond Hill Capital Management
Ohio
$3.52M +$3.52M +33,730 New
Wellington Management Group
219
Wellington Management Group
Massachusetts
$3.27M +$1.79M +17,135 +121%
DIA
220
Dana Investment Advisors
Wisconsin
$3.24M +$3.24M +31,042 New
SWP
221
Stratos Wealth Partners
Ohio
$3.24M +$2.96M +28,383 +1,085%
AAS
222
Annex Advisory Services
Wisconsin
$3.14M -$80.9K -775 -3%
DIA
223
Denver Investment Advisors
Colorado
$3.12M +$389K +3,729 +14%
SFG
224
Sage Financial Group
Pennsylvania
$3.08M -$9.81K -94 -0.3%
CBU
225
CIBC Bank USA
Illinois
$2.96M -$21.4K -205 -0.7%
7 8
9
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