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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 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
13.67%
Holding in Top 10
85
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$213M
2
AssetMark Inc
2
AssetMark Inc
California
$109M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.79B
4
William Blair & Company
4
William Blair & Company
Illinois
$300M
5
BIT
5
BlackRock Institutional Trust
California
$77M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$27.8M
2
CM
2
Churchill Management
California
$58.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$18.2M
4
CC
4
Curian Capital
Colorado
$168M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$37.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.79B 17,344,197 +849,743 +5%
EFS
2
Edelman Financial Services
Virginia
$1.74B 16,846,921 +371,694 +2%
Bank of America
3
Bank of America
North Carolina
$1.37B 13,247,359 +358,803 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.08B 10,447,031 +511,305 +5%
Goldman Sachs
5
Goldman Sachs
New York
$757M 7,337,819 +181,596 +3%
Wells Fargo
6
Wells Fargo
California
$599M 5,810,839 +32,927 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$518M 5,020,723 -54,848 -1%
RJA
8
Raymond James & Associates
Florida
$510M 4,947,630 +187,690 +4%
MAA
9
Managed Account Advisors
New Jersey
$504M 4,888,854 +494,410 +11%
SB
10
Suntrust Banks
Georgia
$443M 4,297,818 -46,662 -1%
UBS Group
11
UBS Group
Switzerland
$412M 3,989,574 +474,084 +13%
TCT
12
TIAA CREF Trust
Missouri
$364M 3,528,367 +120,356 +4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$340M 3,294,736 +311,085 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$309M 2,993,846 +239,652 +9%
William Blair & Company
15
William Blair & Company
Illinois
$300M 2,906,976 +797,743 +38%
SF
16
Synovus Financial
Georgia
$229M 2,225,054 +45,822 +2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$213M 2,063,911 +2,063,911 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$205M 1,989,609 +10,318 +0.5%
CB
19
Commerce Bank
Missouri
$202M 1,960,955 -194,474 -9%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$190M 1,840,230 +30,951 +2%
CC
21
Curian Capital
Colorado
$168M 1,625,812 -583,414 -26%
M&T Bank
22
M&T Bank
New York
$160M 1,555,190 -37,382 -2%
LPL Financial
23
LPL Financial
California
$146M 1,428,163 -10,368 -0.7%
ECM
24
ETrade Capital Management
Virginia
$146M 1,415,299 +94,160 +7%
Citigroup
25
Citigroup
New York
$117M 1,138,897 -35,422 -3%
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