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iShares Russell 1000 Value ETF

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M
Name Market Value Shares Shares
Change
Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$1.51B 15,618,100 +511,059 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.33B 13,755,517 +473,800 +4%
Bank of America
3
Bank of America
North Carolina
$958M 9,931,096 +208,619 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$797M 8,258,216 +535,065 +7%
Goldman Sachs
5
Goldman Sachs
New York
$575M 5,962,688 +350,237 +6%
Wells Fargo
6
Wells Fargo
California
$565M 5,856,330 +240,757 +4%
Morgan Stanley
7
Morgan Stanley
New York
$452M 4,685,321 -702,340 -13%
RJA
8
Raymond James & Associates
Florida
$355M 3,683,100 +190,523 +5%
SB
9
Suntrust Banks
Georgia
$330M 3,423,813 +41,529 +1%
TCT
10
TIAA CREF Trust
Missouri
$281M 2,908,314 -10,850 -0.4%
CB
11
Commerce Bank
Missouri
$270M 2,799,795 -326,451 -10%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$264M 2,738,825 +94,710 +4%
U
13
UBS
Switzerland
$250M 2,590,396 +113,599 +5%
USAA
14
United Services Automobile Association
Texas
$231M 2,389,974 +95,862 +4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$221M 2,292,704 +129,554 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$204M 2,110,882 +121,867 +6%
SF
17
Synovus Financial
Georgia
$201M 2,086,283 +60,841 +3%
MAA
18
Managed Account Advisors
New Jersey
$190M 1,968,777 -674,206 -26%
CC
19
Curian Capital
Colorado
$183M 1,899,064 +672,960 +55%
William Blair & Company
20
William Blair & Company
Illinois
$151M 1,562,288 +492,152 +46%
BDF
21
Balasa Dinverno & Foltz
$138M 1,434,013 +20,910 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$126M 1,303,466 +54,480 +4%
B
23
Baird
Wisconsin
$119M 1,233,662 +581 +0%
LPL Financial
24
LPL Financial
California
$116M 1,201,687 -21,103 -2%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$110M 1,142,651 -150,887 -12%