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iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $8.16M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

0.24% more ownership

Funds ownership: 62.99%63.23% (+0.24%)

0% more capital invested

Capital invested by funds: $16.3B → $16.3B (+$31.2M)

0% more funds holding

Funds holding: 507507 (0)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 198

Holders
507
Holders Change
Holders Change %
0%
% of All Funds
13.66%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
376
MYCIO Wealth Partners
Pennsylvania
$327K +$1.47K +14 +0.4%
EB
377
Eastern Bank
Massachusetts
$326K
CCM
378
Coldstream Capital Management
Washington
$326K +$33.2K +317 +11%
SCM
379
Sterneck Capital Management
Missouri
$325K -$27.5K -262 -8%
AIM
380
Allen Investment Management
New York
$324K
LW
381
Linscomb Wealth
Texas
$317K
SWM
382
SVA Wealth Management
Wisconsin
$311K
RBC
383
Roble Belko & Company
Pennsylvania
$304K
CL
384
CPWM LLC
Washington
$304K +$839 +8 +0.3%
CWA
385
Cypress Wealth Advisors
California
$304K +$309K +2,945 New
CG
386
Colony Group
Massachusetts
$302K -$18.8K -179 -6%
S
387
SignatureFD
Georgia
$298K +$186K +1,775 +159%
RCA
388
Rex Capital Advisors
Rhode Island
$296K -$207K -1,975 -41%
KCM
389
Karp Capital Management
California
$291K -$10.5K -100 -3%
PTC
390
Private Trust Company
Ohio
$283K -$218K -2,080 -43%
QCMC
391
Quantum Capital Management (California)
California
$281K -$10.1K -96 -3%
FWP
392
FAS Wealth Partners
Kansas
$275K
NSAM
393
North Star Asset Management
Wisconsin
$275K +$279K +2,662 New
FMW
394
Farr Miller & Washington
District of Columbia
$271K +$276K +2,630 New
AIS
395
American Investment Services
Massachusetts
$270K
CRC
396
Curi RMB Capital
Illinois
$269K +$59.8K +570 +28%
HIM
397
Hanlon Investment Management
New Jersey
$266K
PFS
398
Prospera Financial Services
Texas
$266K +$5.87K +56 +2%
HIMC
399
Heritage Investors Management Corp
Maryland
$264K -$189K -1,800 -41%
HCM
400
Hollencrest Capital Management
California
$260K -$4.2K -40 -2%