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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 %
LCM
351
Logan Capital Management
Pennsylvania
$757K +$757K +7,733 New
FMWA
352
Forvis Mazars Wealth Advisors
Missouri
$752K -$48.2K -493 -6%
BA
353
Bristlecone Advisors
Washington
$750K +$750K +7,662 New
MMG
354
Monetary Management Group
Missouri
$748K +$97.8K +1,000 +15%
NCMW
355
Northern Capital Management (Wisconsin)
Wisconsin
$744K -$230K -2,350 -24%
TNB
356
Thomasville National Bank
Georgia
$741K -$21.1K -216 -3%
AA
357
Ancora Advisors
Ohio
$739K – – –
CC
358
Courier Capital
New York
$737K – – –
ONB
359
Old National Bancorp
Indiana
$735K +$293K +3,000 +66%
NFG
360
Nations Financial Group
Iowa
$733K +$733K +7,485 New
Victory Capital Management
361
Victory Capital Management
Texas
$727K – – –
SHWM
362
Smith & Howard Wealth Management
Georgia
$724K +$234K +2,386 +48%
Barclays
363
Barclays
United Kingdom
$703K -$5.19M -53,398 -88%
MC
364
Middleton & Co
Massachusetts
$702K +$24.5K +250 +4%
MHS
365
M Holdings Securities
Oregon
$699K -$12.7K -130 -2%
HA
366
Harfst & Associates
Wyoming
$677K – – –
ACM
367
Aviance Capital Management
Florida
$675K +$366K +3,740 +119%
CAAS
368
Capital Asset Advisory Services
Michigan
$671K +$671K +6,859 New
SCA
369
Stillwater Capital Advisors
Pennsylvania
$659K – – –
LA
370
Lau Associates
Delaware
$659K – – –
SH
371
Svenska Handelsbanken
Sweden
$657K +$657K +6,734 New
SIC
372
Sigma Investment Counselors
Michigan
$654K – – –
DWM
373
Dakota Wealth Management
Florida
$627K -$14.7K -150 -2%
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$624K +$21K +215 +3%
SHJ
375
Sharkey, Howes & Javer
Colorado
$623K -$74.9K -765 -11%
13 14
15
16 17