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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
UBS Group
1
UBS Group
Switzerland
$422M
2
MAA
2
Managed Account Advisors
New Jersey
$584M
3
Franklin Resources
3
Franklin Resources
California
$116M
4
American Century Companies
4
American Century Companies
Missouri
$119M
5
USAA
5
United Services Automobile Association
Texas
$238M

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 Market Value Shares Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$1.7B 16,288,886 -117,737 -0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.49B 14,227,664 +81,088 +0.6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$993M 9,510,227 +352,229 +4%
Bank of America
4
Bank of America
North Carolina
$845M 8,095,822 -3,706,007 -31%
Goldman Sachs
5
Goldman Sachs
New York
$697M 6,675,486 +387,132 +6%
Wells Fargo
6
Wells Fargo
California
$619M 5,925,972 +371,427 +7%
MAA
7
Managed Account Advisors
New Jersey
$584M 5,595,336 +3,237,034 +137%
Morgan Stanley
8
Morgan Stanley
New York
$552M 5,288,361 +105,027 +2%
RJA
9
Raymond James & Associates
Florida
$452M 4,328,849 +263,649 +6%
UBS Group
10
UBS Group
Switzerland
$422M 4,040,384 +4,040,384 New
SB
11
Suntrust Banks
Georgia
$421M 4,035,942 +380,310 +10%
TCT
12
TIAA CREF Trust
Missouri
$341M 3,266,522 +113,445 +4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$338M 3,238,092 +225,900 +7%
CC
14
Curian Capital
Colorado
$294M 2,814,636 -199,605 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$267M 2,556,472 +173,304 +7%
USAA
16
United Services Automobile Association
Texas
$238M 2,280,566 +835,200 +58%
CB
17
Commerce Bank
Missouri
$227M 2,178,895 -15,327 -0.7%
SF
18
Synovus Financial
Georgia
$224M 2,149,212 +23,863 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$188M 1,802,287 -283,995 -14%
William Blair & Company
20
William Blair & Company
Illinois
$173M 1,659,058 -35,259 -2%
M&T Bank
21
M&T Bank
New York
$165M 1,578,099 +56,078 +4%
CM
22
Churchill Management
California
$163M 1,563,948 +88,463 +6%
B
23
Baird
Wisconsin
$154M 1,479,244 +47,801 +3%
LPL Financial
24
LPL Financial
California
$143M 1,364,982 +131,981 +11%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$139M 1,328,702 -242,486 -15%
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