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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 %
SSB
376
Sandy Spring Bank
Maryland
$614K 6,282 +200 +3%
WS
377
Wedbush Securities
California
$614K 6,275 +325 +5%
TI
378
Truepoint Inc
Ohio
$610K 6,238 +2,609 +72%
CONA
379
Capital One National Association
New York
$599K 6,124 +6,124 New
SCCM
380
Schafer Cullen Capital Management
New York
$594K 6,065 +6,065 New
JFA
381
Johanson Financial Advisors
California
$589K 6,018 +6,018 New
HPCM
382
High Pointe Capital Management
Illinois
$574K 5,870 +5,870 New
PFA
383
Paradigm Financial Advisors
Missouri
$568K 5,807 – –
PAI
384
Pittenger & Anderson Inc
Nebraska
$568K 5,800 +5,800 New
Chevy Chase Trust
385
Chevy Chase Trust
Maryland
$563K 5,752 +209 +4%
SYBT
386
Stock Yards Bank & Trust
Kentucky
$561K 5,731 +5,731 New
BBHC
387
Brown Brothers Harriman & Co
New York
$554K 5,659 -700 -11%
PTC
388
Private Trust Company
Ohio
$548K 5,607 +2,578 +85%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$541K 5,527 -10,632 -66%
CCS
390
Crosspoint Capital Strategies
California
$540K 5,171 +5,171 New
Charles Schwab
391
Charles Schwab
California
$518K 5,285 -9,325 -64%
NEPPG
392
New England Professional Planning Group
Rhode Island
$517K 5,287 – –
MWM
393
Modera Wealth Management
New Jersey
$511K 5,218 – –
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$507K 5,179 -93 -2%
AFP
395
Ausdal Financial Partners
Iowa
$506K 5,172 +5,172 New
HNB
396
Huntington National Bank
Ohio
– – – –
ACM
397
Advisors Capital Management
New Jersey
$493K 5,033 +2,671 +113%
IB
398
Intrust Bank
Kansas
$491K 5,022 – –
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$479K 4,896 +2,507 +105%
HWP
400
Hefty Wealth Partners
Indiana
$466K 4,770 +4,770 New
14 15
16
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