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iShares Russell 1000 Value ETF
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Overview Fund Activity

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.7B
3
American Century Companies
3
American Century Companies
Missouri
$229M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Goldman Sachs
5
Goldman Sachs
New York
$738M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$1.45M
2
MAA
2
Managed Account Advisors
New Jersey
$453M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Franklin Resources
4
Franklin Resources
California
$27M
5
CC
5
Curian Capital
Colorado
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.7B 16,494,454 +2,266,790 +16%
EFS
2
Edelman Financial Services
Virginia
$1.7B 16,475,227 +186,341 +1%
Bank of America
3
Bank of America
North Carolina
$1.33B 12,888,556 +4,792,734 +59%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.02B 9,935,726 +425,499 +4%
Goldman Sachs
5
Goldman Sachs
New York
$738M 7,156,223 +480,737 +7%
Wells Fargo
6
Wells Fargo
California
$596M 5,777,912 -148,060 -2%
Morgan Stanley
7
Morgan Stanley
New York
$523M 5,075,571 -212,790 -4%
RJA
8
Raymond James & Associates
Florida
$491M 4,759,940 +431,091 +10%
MAA
9
Managed Account Advisors
New Jersey
$453M 4,394,444 -1,200,892 -21%
SB
10
Suntrust Banks
Georgia
$448M 4,344,480 +308,538 +8%
UBS Group
11
UBS Group
Switzerland
$362M 3,515,490 -524,894 -13%
TCT
12
TIAA CREF Trust
Missouri
$351M 3,408,011 +141,489 +4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$308M 2,983,651 -254,441 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$284M 2,754,194 +197,722 +8%
American Century Companies
15
American Century Companies
Missouri
$229M 2,225,040 +1,080,827 +94%
CC
16
Curian Capital
Colorado
$228M 2,209,226 -605,410 -22%
SF
17
Synovus Financial
Georgia
$225M 2,179,232 +30,020 +1%
CB
18
Commerce Bank
Missouri
$222M 2,155,429 -23,466 -1%
William Blair & Company
19
William Blair & Company
Illinois
$217M 2,109,233 +450,175 +27%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$204M 1,979,291 +650,589 +49%
B
21
Baird
Wisconsin
$197M 1,907,711 +428,467 +29%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$187M 1,809,279 +6,992 +0.4%
M&T Bank
23
M&T Bank
New York
$164M 1,592,572 +14,473 +0.9%
CM
24
Churchill Management
California
$160M 1,555,858 -8,090 -0.5%
LPL Financial
25
LPL Financial
California
$148M 1,438,531 +73,549 +5%
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