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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 %
FIB
201
First Interstate Bank
Montana
$2.82M 30,205 +30,205 New
FIMS
202
FBL Investment Management Services
Iowa
$2.73M 29,245 – –
CWM
203
Concert Wealth Management
California
$2.63M 28,160 +4,410 +19%
WTC
204
WhitTier Trust Company
Nevada
$2.62M 28,131 -200 -0.7%
Aristotle Capital Management
205
Aristotle Capital Management
California
$2.62M 28,100 – –
NPC
206
National Planning Corporation
California
$2.59M 25,461 -354 -1%
DMC
207
Drexel Morgan & Co
Pennsylvania
$2.54M 27,262 -981 -3%
BAM
208
Berkshire Asset Management
Pennsylvania
$2.52M 27,018 +6,259 +30%
AIM
209
Acropolis Investment Management
Missouri
$2.49M 26,678 – –
MWM
210
Mission Wealth Management
California
$2.41M 25,832 -25 -0.1%
HCM
211
HM Capital Management
Missouri
$2.41M 25,779 – –
AAS
212
Annex Advisory Services
Wisconsin
$2.39M 25,564 -88 -0.3%
PPA
213
Parametric Portfolio Associates
Washington
$2.38M 25,472 -1,895 -7%
BOH
214
Bank of Hawaii
Hawaii
$2.33M 24,929 +58 +0.2%
FTIOP
215
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.32M 24,814 -2,027 -8%
AllianceBernstein
216
AllianceBernstein
Tennessee
$2.31M 24,726 -882 -3%
SCM
217
Sterling Capital Management
North Carolina
$2.3M 24,646 -23,408 -49%
FHA
218
First Horizon Advisors
Tennessee
$2.3M 24,659 -1,453 -6%
ST
219
Sageworth Trust
Pennsylvania
$2.29M 24,558 – –
Boston Partners
220
Boston Partners
Massachusetts
$2.21M 23,638 +23,638 New
CDIA
221
Capital Directions Investment Advisors
Georgia
$2.09M 22,393 -200 -0.9%
FA
222
FCG Advisors
New Jersey
$2.06M 22,354 +1,338 +6%
Comerica Bank
223
Comerica Bank
Texas
$2.06M 22,052 -23,536 -52%
QI
224
QS Investors
New York
$2.03M 21,803 -25,675 -54%
RhumbLine Advisers
225
RhumbLine Advisers
Massachusetts
$2M 21,450 +21,450 New
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