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iShares Russell 1000 Value ETF

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.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $8.16M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

0.24% more ownership

Funds ownership: 62.99%63.23% (+0.24%)

0% more capital invested

Capital invested by funds: $16.3B → $16.3B (+$31.2M)

0% more funds holding

Funds holding: 507507 (0)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 198

Holders
507
Holders Change
Holders Change %
0%
% of All Funds
13.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
251
Moneta Group Investment Advisors
Missouri
$1.43M +$670K +6,389 +86%
AI
252
Atria Investments
North Carolina
$1.42M +$313K +2,980 +28%
NEPWA
253
New England Private Wealth Advisors
Massachusetts
$1.42M -$933K -8,893 -39%
CCT
254
Country Club Trust
Missouri
$1.38M -$51.4K -490 -4%
DWM
255
Dakota Wealth Management
Florida
$1.35M
SC
256
Savant Capital
Illinois
$1.34M
KTC
257
Kistler-Tiffany Companies
Pennsylvania
$1.32M +$188K +1,788 +16%
BP
258
Ballentine Partners
Massachusetts
$1.32M -$47.7K -455 -3%
MCM
259
Manchester Capital Management
Vermont
$1.28M
DT
260
Diversified Trust
Tennessee
$1.27M
MHS
261
M Holdings Securities
Oregon
$1.25M +$568K +5,415 +81%
BAS
262
Brown Advisory Securities
Maryland
$1.23M -$152K -1,452 -11%
CM
263
Cornerstone Management
Georgia
$1.22M +$11.4K +109 +0.9%
ACM
264
Aviance Capital Management
Florida
$1.18M +$1.2M +11,403 New
HCMT
265
Highland Capital Management (Tennessee)
Tennessee
$1.15M -$86K -820 -7%
3AM
266
3D Asset Management
Connecticut
$1.14M -$14.9K -142 -1%
TH
267
Timber Hill
Connecticut
$1.13M -$2.1M -20,046 -65%
VFA
268
Voya Financial Advisors
Connecticut
$1.13M +$201K +1,913 +21%
F
269
FutureAdvisor
California
$1.06M +$62.1K +592 +6%
GF
270
Gerstein Fisher
New York
$1.05M -$2.83K -27 -0.3%
FMWA
271
Forvis Mazars Wealth Advisors
Missouri
$1.05M -$173K -1,650 -14%
GA
272
Geneva Advisors
Illinois
$1.05M +$59.7K +569 +6%
HTC
273
Haverford Trust Company
Pennsylvania
$1.04M -$56.3K -537 -5%
MAS
274
Madden Advisory Services
Florida
$1.03M
NEPPG
275
New England Professional Planning Group
Rhode Island
$1.03M +$325K +3,100 +45%