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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
Bank of America
North Carolina
$2.23B
2
EVM
Eaton Vance Management
Massachusetts
$126M
3
BIT
BlackRock Institutional Trust
California
$84.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$127M
5
Morgan Stanley
Morgan Stanley
New York
$692M

Top Sellers

1
LPL Financial
LPL Financial
California
$12.5M
2
UOC
UBS O'Connor
Illinois
$0
3
KT
Kanaly Trust
Texas
$5.52M
4
WMA
White Mountains Advisors
Connecticut
$21.8M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
351
TCI Wealth Advisors
Arizona
$796K – – –
ACM
352
Argentus Capital Management
Texas
$788K +$547K +5,299 +227%
DDPIC
353
Deroy & Devereaux Private Investment Counsel
Michigan
$782K -$51.6K -500 -6%
TNB
354
Thomasville National Bank
Georgia
$782K – – –
VF
355
Virtu Financial
New York
$777K -$3.25M -31,422 -81%
DRS
356
Deane Retirement Strategies
Louisiana
$774K -$143K -1,388 -16%
Victory Capital Management
357
Victory Capital Management
Texas
$767K – – –
CC
358
Courier Capital
New York
$764K -$22.9K -222 -3%
Two Sigma Investments
359
Two Sigma Investments
New York
$733K +$733K +7,101 New
SIC
360
Sigma Investment Counselors
Michigan
$728K +$37.7K +365 +5%
NIMC
361
NWQ Investment Management Company
California
$713K +$713K +6,911 New
SCM
362
Sterling Capital Management
North Carolina
$712K -$499K -4,840 -41%
FBNAT
363
FirstMerit Bank N.A. Trustee
Ohio
$704K +$704K +6,820 New
SSB
364
Sandy Spring Bank
Maryland
$695K +$22.7K +220 +3%
SHJ
365
Sharkey, Howes & Javer
Colorado
$691K +$34.5K +334 +5%
FANJ
366
Financial Architects (New Jersey)
New Jersey
$684K -$31K -300 -4%
WRM
367
Westport Resources Management
Connecticut
$684K -$15.5K -150 -2%
PFA
368
Paradigm Financial Advisors
Missouri
$678K -$50.4K -489 -7%
CT
369
Cambridge Trust
Massachusetts
$667K – – –
DWM
370
Dakota Wealth Management
Florida
$661K – – –
BIC
371
Bridges Investment Counsel
Nebraska
$657K +$51.6K +500 +9%
NBG
372
Nancy B. Gardiner
$651K +$651K +6,305 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$650K +$548K +5,305 +535%
MIH
374
Madison Investment Holdings
Wisconsin
$645K +$308K +2,986 +92%
MC
375
Middleton & Co
Massachusetts
$642K -$117K -1,135 -15%
13 14
15
16 17