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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 %
SCM
301
Sterling Capital Management
North Carolina
$1.3M -$1.11M -11,326 -46%
SC
302
Savant Capital
Illinois
$1.3M +$29.3K +299 +2%
MCM
303
Manchester Capital Management
Vermont
$1.22M +$2.25K +23 +0.2%
OC
304
Oppenheimer & Co
New York
$1.21M +$60K +613 +5%
CM
305
Cornerstone Management
Georgia
$1.2M -$979 -10 -0.1%
HSA
306
HBK Sorce Advisory
Pennsylvania
$1.18M +$276K +2,822 +31%
ACM
307
Argentus Capital Management
Texas
$1.16M +$385K +3,937 +50%
ICAS
308
Investors Capital Advisory Services
Massachusetts
$1.14M +$283K +2,892 +33%
CFA
309
Cahill Financial Advisors
Minnesota
$1.14M +$36.2K +370 +3%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$1.13M +$1.12M +11,424 +9,934%
BAS
311
Brown Advisory Securities
Maryland
$1.12M +$784 +8 +0.1%
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$1.1M -$31.5K -295 -3%
IP
313
Investment Partners
Ohio
$1.09M +$11K +112 +1%
WCM
314
Washington Capital Management
Washington
$1.08M +$1.08M +11,050 New
PFA
315
Pure Financial Advisors
California
$1.03M -$20.3K -208 -2%
Fiera Capital (Canada)
316
Fiera Capital (Canada)
Quebec, Canada
$1.03M – – –
HB
317
Homrich & Berg
Georgia
$1.03M +$123K +1,256 +14%
DT
318
Diversified Trust
Tennessee
$998K – – –
MAM
319
Meeder Asset Management
Ohio
$998K +$877K +8,961 +725%
TP
320
Truvvo Partners
New York
$998K +$998K +10,200 New
BCM
321
BTC Capital Management
Iowa
$993K -$465K -4,767 -32%
3AM
322
3D Asset Management
Connecticut
$991K -$73.1K -747 -7%
HTC
323
Haverford Trust Company
Pennsylvania
$989K – – –
FWCM
324
Ferguson Wellman Capital Management
Oregon
$986K +$587K +5,995 +147%
MAS
325
Madden Advisory Services
Florida
$982K – – –
11 12
13
14 15