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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.

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

Top Sellers

1
AG
1
Appleton Group
Wisconsin
$10.5M
2
BDF
2
Balasa Dinverno & Foltz
$87.1M
3
CB
3
Commerce Bank
Missouri
$220M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M
5
William Blair & Company
5
William Blair & Company
Illinois
$170M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$1.64B 16,406,623 +453,715 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.42B 14,146,576 -53,981 -0.4%
Bank of America
3
Bank of America
North Carolina
$1.18B 11,801,829 +163,166 +1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$917M 9,157,998 +437,932 +5%
Goldman Sachs
5
Goldman Sachs
New York
$629M 6,288,354 +127,939 +2%
Wells Fargo
6
Wells Fargo
California
$556M 5,554,545 -57,979 -1%
Morgan Stanley
7
Morgan Stanley
New York
$519M 5,183,334 +368,602 +8%
RJA
8
Raymond James & Associates
Florida
$407M 4,065,200 +137,412 +3%
SB
9
Suntrust Banks
Georgia
$366M 3,655,632 +142,478 +4%
TCT
10
TIAA CREF Trust
Missouri
$316M 3,153,077 +123,103 +4%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$315M 3,152,057 +3,152,057 New
CC
12
Curian Capital
Colorado
$302M 3,014,241 +989,732 +49%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$301M 3,012,192 +245,563 +9%
U
14
UBS
Switzerland
$284M 2,839,982 +168,750 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$239M 2,383,168 +88,664 +4%
MAA
16
Managed Account Advisors
New Jersey
$236M 2,358,302 +237,942 +11%
CB
17
Commerce Bank
Missouri
$220M 2,194,222 -211,994 -9%
SF
18
Synovus Financial
Georgia
$213M 2,125,349 +26,493 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$209M 2,086,282 -60,710 -3%
William Blair & Company
20
William Blair & Company
Illinois
$170M 1,694,317 -137,374 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$157M 1,571,188 +234,647 +18%
M&T Bank
22
M&T Bank
New York
$152M 1,522,021 +1,245,548 +451%
CM
23
Churchill Management
California
$148M 1,475,485 +73,102 +5%
USAA
24
United Services Automobile Association
Texas
$145M 1,445,366 +12,415 +0.9%
B
25
Baird
Wisconsin
$143M 1,431,443 +96,523 +7%
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