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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 %
Janus Henderson Group
301
Janus Henderson Group
United Kingdom
$1.31M -$298K -2,884 -18%
NEPWA
302
New England Private Wealth Advisors
Massachusetts
$1.3M – – –
CS
303
Credit Suisse
Switzerland
$1.29M -$911K -8,828 -41%
HSA
304
HBK Sorce Advisory
Pennsylvania
$1.25M +$139K +1,346 +13%
AL
305
AJO LP
Pennsylvania
$1.22M +$1.22M +11,810 New
KCM
306
Karp Capital Management
California
$1.21M +$32.2K +312 +3%
TI
307
Truepoint Inc
Ohio
$1.16M +$263K +2,549 +29%
CFG
308
Citizens Financial Group
Rhode Island
$1.13M -$139K -1,344 -11%
RBC
309
Ronald Blue & Co
Georgia
$1.12M -$266K -2,575 -19%
FIM
310
Freedom Investment Management
Connecticut
$1.12M +$124K +1,199 +12%
TAG
311
Tactical Allocation Group
Michigan
$1.11M -$52K -504 -4%
HTC
312
Haverford Trust Company
Pennsylvania
$1.09M +$46.3K +449 +4%
SCA
313
Stillwater Capital Advisors
Pennsylvania
$1.09M +$70.3K +681 +7%
GA
314
Geneva Advisors
Illinois
$1.09M +$12.8K +124 +1%
SBSB
315
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.07M +$1.07M +10,369 New
DT
316
Diversified Trust
Tennessee
$1.05M – – –
MCM
317
Manchester Capital Management
Vermont
$1.05M – – –
NFG
318
Nations Financial Group
Iowa
$1.05M +$277K +2,684 +36%
MAS
319
Madden Advisory Services
Florida
$1.04M – – –
DLHL
320
Donald L. Hagan LLC
Florida
$1.01M -$56.7K -549 -5%
TIM
321
Tortoise Investment Management
New York
$1.01M +$182K +1,760 +22%
MHS
322
M Holdings Securities
Oregon
$994K +$102K +988 +11%
OAM
323
Occidental Asset Management
California
$977K +$977K +9,466 New
HB
324
Homrich & Berg
Georgia
$970K -$4.44K -43 -0.5%
VWA
325
V Wealth Advisors
Kansas
$965K -$107K -1,041 -10%
11 12
13
14 15