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iShares Russell 1000 Value ETF
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Overview Fund Activity

596 hedge funds and large institutions have $18.8B invested in iShares Russell 1000 Value ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 188 increasing their positions, 218 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+34
Holders Change %
+6.05%
% of All Funds
15.93%
Holding in Top 10
88
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.76%
% of All Funds
2.35%
New
72
Increased
188
Reduced
218
Closed
33
Calls
$51.2M
Puts
$16.7M
Net Calls
+$34.5M
Net Calls Change
+$29.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.23B
2
EVM
2
Eaton Vance Management
Massachusetts
$126M
3
BIT
3
BlackRock Institutional Trust
California
$84.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$127M
5
Morgan Stanley
5
Morgan Stanley
New York
$692M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.5M
2
UOC
2
UBS O'Connor
Illinois
$0
3
KT
3
Kanaly Trust
Texas
$5.52M
4
WMA
4
White Mountains Advisors
Connecticut
$21.8M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
226
First Interstate Bank
Montana
$3.12M -$3.61K -35 -0.1%
FIMS
227
FBL Investment Management Services
Iowa
$3.09M – – –
MFW
228
Mosaic Family Wealth
Missouri
$3.08M -$138K -1,339 -4%
CGL
229
Clarius Group LLC
Washington
$2.99M -$82.6K -800 -3%
CS
230
Comerica Securities
Michigan
$2.96M +$233K +2,254 +9%
BTS
231
BB&T Securities
Virginia
$2.91M +$549K +5,318 +23%
Comerica Bank
232
Comerica Bank
Texas
$2.88M -$6.16K -58 -0.2%
CA
233
Cornerstone Advisory
Maryland
$2.81M -$1.03K -10 -0%
SLT
234
St Louis Trust
Missouri
$2.75M -$41.1K -398 -1%
PI
235
Putnam Investments
Massachusetts
$2.72M +$1.21M +11,697 +80%
BAAM
236
Baker Avenue Asset Management
California
$2.7M +$782K +7,572 +41%
NPC
237
National Planning Corporation
California
$2.66M -$105K -1,005 -4%
Kayne Anderson Rudnick Investment Management
238
Kayne Anderson Rudnick Investment Management
California
$2.65M -$586K -5,676 -18%
WAM
239
Wolverine Asset Management
Illinois
$2.64M -$264K -2,557 -9%
AIM
240
Acropolis Investment Management
Missouri
$2.62M -$55K -533 -2%
FFC
241
First Financial Corp
Indiana
$2.58M +$18.9K +183 +0.7%
VKH
242
Virtu KCG Holdings
New York
$2.55M +$2.55M +24,736 New
WIC
243
Whitegate Investment Counselors
New Hampshire
$2.54M +$2.54M +24,606 New
ST
244
Sageworth Trust
Pennsylvania
$2.54M – – –
CDIA
245
Capital Directions Investment Advisors
Georgia
$2.44M -$40.5K -392 -2%
MWM
246
Mission Wealth Management
California
$2.43M -$178K -1,720 -7%
RIL
247
Rothschild Investment LLC
Illinois
$2.36M – – –
SFG
248
Sage Financial Group
Pennsylvania
$2.33M +$59.5K +576 +3%
PAS
249
Partnervest Advisory Services
California
$2.28M +$29.2K +283 +1%
FA
250
FCG Advisors
New Jersey
$2.27M +$55.9K +542 +3%
8 9
10
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