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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
+$236M
2
EVM
Eaton Vance Management
Massachusetts
+$102M
3
BIT
BlackRock Institutional Trust
California
+$72.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.9M
5
Morgan Stanley
Morgan Stanley
New York
+$59.8M

Top Sellers

1
LPL Financial
LPL Financial
California
-$280M
2
UOC
UBS O'Connor
Illinois
-$28.4M
3
KT
Kanaly Trust
Texas
-$27.7M
4
WMA
White Mountains Advisors
Connecticut
-$21.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
376
VanEck Associates
New York
$628K +$628K +6,083 New
PTC
377
Private Trust Company
Ohio
$627K +$48.6K +471 +8%
CWM
378
Confluence Wealth Management
Oregon
$625K – – –
GLA
379
Great Lakes Advisors
Illinois
$624K -$51.6K -500 -8%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$624K +$624K +6,043 New
HNB
381
Huntington National Bank
Ohio
$616K -$487K – –
SHWM
382
Smith & Howard Wealth Management
Georgia
$614K -$150K -1,452 -20%
CIA
383
Choate Investment Advisors
Massachusetts
$613K – – –
Allianz Asset Management
384
Allianz Asset Management
Germany
$609K +$207K +2,001 +51%
EWA
385
Exencial Wealth Advisors
Oklahoma
$599K +$599K +5,806 New
NEPPG
386
New England Professional Planning Group
Rhode Island
$594K – – –
LA
387
Lau Associates
Delaware
$592K -$103K -1,000 -15%
TSS
388
Two Sigma Securities
New York
$583K +$583K +5,650 New
ACS
389
Archford Capital Strategies
Illinois
$566K +$566K +5,483 New
JFA
390
Johanson Financial Advisors
California
$559K -$42.3K -410 -7%
WS
391
Wedbush Securities
California
$532K -$36.4K -353 -6%
SG Americas Securities
392
SG Americas Securities
New York
$529K -$3.15M -30,498 -86%
WA
393
Winfield Associates
Ohio
$529K +$490K +4,750 +1,267%
SG
394
Societe Generale
$529K +$529K +5,126 New
CAAS
395
Capital Asset Advisory Services
Michigan
$525K -$25.3K -245 -5%
ACA
396
Anchor Capital Advisors
Massachusetts
$522K -$70.7K -685 -12%
Chevy Chase Trust
397
Chevy Chase Trust
Maryland
$507K -$50.5K -489 -9%
FMWA
398
Forvis Mazars Wealth Advisors
Missouri
$504K -$5.99K -58 -1%
FWIA
399
Fort Washington Investment Advisors
Ohio
$501K -$33.6K -325 -6%
Massachusetts Financial Services
400
Massachusetts Financial Services
Massachusetts
$499K +$499K +4,837 New
14 15
16
17 18