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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 %
AI
251
Atria Investments
North Carolina
$2.26M +$35.9K +348 +2%
PV
252
Private Vista
Illinois
$2.26M +$74.7K +721 +3%
RWG
253
Regal Wealth Group
California
$2.25M -$12.6K -122 -0.6%
HCM
254
HM Capital Management
Missouri
$2.24M -$411K -3,982 -15%
NB
255
Nicolet Bankshares
Wisconsin
$2.23M -$10.8K -105 -0.5%
Millennium Management
256
Millennium Management
New York
$2.23M +$1.72M +16,638 +338%
DMC
257
Drexel Morgan & Co
Pennsylvania
$2.17M -$331K -3,206 -13%
AAS
258
Annex Advisory Services
Wisconsin
$2.16M -$186K -1,806 -8%
AIM
259
Allen Investment Management
New York
$2.16M – – –
FFA
260
Fragasso Financial Advisors
Pennsylvania
$2.15M -$143K -1,386 -6%
BCM
261
Bridgeway Capital Management
Texas
$2.13M +$2.13M +20,600 New
FT
262
Fiduciary Trust
Massachusetts
$2.09M -$122K -1,182 -6%
OPCM
263
Osborne Partners Capital Management
California
$2.07M – – –
FMC
264
First Merchants Corp
Indiana
$2.06M – – –
AB
265
Amalgamated Bank
New York
$2.04M -$516K -4,856 -20%
CCM
266
Colorado Capital Management
Colorado
$2.01M -$48.4K -469 -2%
CBU
267
CIBC Bank USA
Illinois
$1.98M +$75.1K +728 +4%
QCG
268
Quadrant Capital Group
Ohio
$1.97M – – –
BOH
269
Bank of Hawaii
Hawaii
$1.96M -$632K -6,121 -24%
SCM
270
SOL Capital Management
Maryland
$1.92M -$25.8K -250 -1%
EAM
271
Evanson Asset Management
California
$1.91M – – –
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$1.86M +$1.21M +11,697 +186%
BSW
273
Buckingham Strategic Wealth
Missouri
$1.85M -$357K -3,454 -16%
MGIA
274
Moneta Group Investment Advisors
Missouri
$1.81M +$240K +2,320 +15%
SC
275
SouthState Corp
Florida
$1.8M -$161K -1,555 -8%
9 10
11
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