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iShares Russell 1000 Value ETF
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Overview Fund Activity

579 hedge funds and large institutions have $18B invested in iShares Russell 1000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+74
Holders Change %
+14.65%
% of All Funds
15.2%
Holding in Top 10
90
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.43%
% of All Funds
2.36%
New
110
Increased
227
Reduced
148
Closed
31
Calls
$8.06M
Puts
$4.14M
Net Calls
+$3.92M
Net Calls Change
+$12.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.44B
2
American Century Companies
2
American Century Companies
Missouri
$491M
3
BIM
3
BlackRock Investment Management
Delaware
$267M
4
LPL Financial
4
LPL Financial
California
$291M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.52B

Top Sellers

1
CC
1
Curian Capital
Colorado
$70.9M
2
IA
2
IndexIQ Advisors
New York
$18.5M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$34.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
CI
5
Cambiar Investors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
276
Wolverine Asset Management
Illinois
$1.81M +$1.81M +18,514 New
EAM
277
Evanson Asset Management
California
$1.79M +$10.4K +106 +0.6%
RBC
278
Ronald Blue & Co
Georgia
$1.74M +$390K +3,983 +29%
CGH
279
Cleary Gull Holdings
Wisconsin
$1.72M -$73.9K -755 -4%
GA
280
Geneva Advisors
Illinois
$1.7M +$245K +2,500 +17%
FIM
281
Freedom Investment Management
Connecticut
$1.67M +$744K +7,606 +81%
AB
282
Atlas Brown
Kentucky
$1.66M -$105K -1,170 -6%
I
283
IberiaBank
Louisiana
$1.64M +$56.8K +580 +4%
SS
284
Simplicity Solutions
Minnesota
$1.64M +$1.64M +16,732 New
BJL
285
Brighton Jones LLC
Washington
$1.63M +$39.3K +402 +2%
PV
286
Private Vista
Illinois
$1.62M +$1.62M +18,400 New
KCM
287
Karp Capital Management
California
$1.62M +$1.62M +16,501 New
Janus Henderson Group
288
Janus Henderson Group
United Kingdom
$1.53M – – –
CIM
289
Confluence Investment Management
Missouri
$1.52M +$1.52M +15,532 New
VFS
290
VSR Financial Services
Kansas
$1.47M -$311K -3,178 -17%
WA
291
WealthTrust-Arizona
Arizona
$1.44M +$1.31M +13,417 +1,066%
VFA
292
Voya Financial Advisors
Connecticut
$1.43M +$22.1K +224 +2%
ClearBridge Investments
293
ClearBridge Investments
New York
$1.42M +$1.34M +13,738 +1,820%
BSW
294
Buckingham Strategic Wealth
Missouri
$1.4M -$52.4K -536 -4%
SPC
295
Sigma Planning Corp
Michigan
$1.38M +$245K +2,504 +22%
HCMT
296
Highland Capital Management (Tennessee)
Tennessee
$1.37M +$208K +2,130 +18%
PFM
297
Phillips Financial Management
Indiana
$1.36M – – –
NEPWA
298
New England Private Wealth Advisors
Massachusetts
$1.35M -$35.8K -366 -3%
MGIA
299
Moneta Group Investment Advisors
Missouri
$1.34M +$3.43K +35 +0.3%
CFG
300
Citizens Financial Group
Rhode Island
$1.34M +$1.34M +13,696 New
10 11
12
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