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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NIS
326
National Investment Services
Wisconsin
$978K 9,996 +9,996 New
FPTW
327
Franklin, Parlapiano, Turner & Welch
Texas
$967K 9,881 – –
BlackRock
328
BlackRock
New York
$964K 9,848 +9,848 New
BAAM
329
Baker Avenue Asset Management
California
$963K 9,845 +507 +5%
PFS
330
Prospera Financial Services
Texas
$963K 9,841 +6,116 +164%
OCG
331
Opus Capital Group
Ohio
$937K 9,576 – –
EWM
332
Evercore Wealth Management
New York
$931K 9,513 -30 -0.3%
BRWA
333
B. Riley Wealth Advisors
Florida
$905K 9,236 +5,885 +176%
DRS
334
Deane Retirement Strategies
Louisiana
$901K 9,205 -544 -6%
IWM
335
Integrated Wealth Management
California
$898K 9,180 -236 -3%
AL
336
AJO LP
Pennsylvania
$894K 9,140 +330 +4%
VIA
337
Vantage Investment Advisors
Pennsylvania
$882K 9,012 +894 +11%
Neuberger Berman Group
338
Neuberger Berman Group
New York
$874K 8,933 +5,807 +186%
HW
339
Hancock Whitney
Mississippi
$869K 8,875 +8,875 New
SCA
340
STALEY CAPITAL ADVISERS
Pennsylvania
$867K 8,857 +500 +6%
SCM
341
Snow Capital Management
Pennsylvania
$866K 8,849 +799 +10%
ST
342
Spinnaker Trust
Maine
$863K 8,822 +402 +5%
RC
343
Rinet Company
Massachusetts
$854K 8,724 +17 +0.2%
HCIA
344
Hochman Cole Investment Advisors
Illinois
$824K 8,418 +8,418 New
FHB
345
First Hawaiian Bank
Hawaii
$816K 8,335 – –
SMC
346
Smith, Moore & Co
Missouri
$805K 8,221 -809 -9%
DDPIC
347
Deroy & Devereaux Private Investment Counsel
Michigan
$791K 8,078 -300 -4%
FC
348
Forte Capital
New York
$791K 8,084 -75 -0.9%
FANJ
349
Financial Architects (New Jersey)
New Jersey
$788K 8,050 – –
TIM
350
Tortoise Investment Management
New York
$782K 7,992 – –
12 13
14
15 16