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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.

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

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.45M
2
Franklin Resources
2
Franklin Resources
California
$92.5M
3
RMPT
3
Raytheon Master Pension Trust
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$15.7M
5
CC
5
Curian Capital
Colorado
$156M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$1.28B 14,867,692 +339,121 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.1B 12,742,560 +541,079 +4%
Bank of America
3
Bank of America
North Carolina
$817M 9,472,871 +1,103,262 +13%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$629M 7,301,262 +553,106 +8%
Wells Fargo
5
Wells Fargo
California
$478M 5,541,882 -179,924 -3%
Morgan Stanley
6
Morgan Stanley
New York
$462M 5,354,314 +106,867 +2%
Goldman Sachs
7
Goldman Sachs
New York
$416M 4,828,237 +289,147 +6%
CB
8
Commerce Bank
Missouri
$376M 4,356,346 -43,500 -1%
SB
9
Suntrust Banks
Georgia
$287M 3,329,455 +242,255 +8%
RJA
10
Raymond James & Associates
Florida
$275M 3,187,735 +50,718 +2%
TCT
11
TIAA CREF Trust
Missouri
$246M 2,848,321 +114,835 +4%
AIG
12
American International Group
New York
$229M 2,654,760 +2,603,522 +5,081%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$226M 2,624,430 -78,274 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$199M 2,310,867 +134,187 +6%
CM
15
Churchill Management
California
$199M 2,307,812 -17,545 -0.8%
USAA
16
United Services Automobile Association
Texas
$198M 2,292,649 +123,639 +6%
U
17
UBS
Switzerland
$190M 2,205,362 +151,502 +7%
SF
18
Synovus Financial
Georgia
$174M 2,021,381 -48,659 -2%
MAA
19
Managed Account Advisors
New Jersey
$168M 1,951,117 -2,682 -0.1%
CC
20
Curian Capital
Colorado
$156M 1,810,951 -336,522 -16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$156M 1,807,570 +210,227 +13%
PPA
22
Parametric Portfolio Associates
Washington
$145M 1,681,443 +236,550 +16%
BDF
23
Balasa Dinverno & Foltz
$122M 1,409,535 +4,626 +0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$109M 1,261,483 +88,457 +8%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$108M 1,251,640 +171,525 +16%
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