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iShares Russell 1000 Value ETF
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Overview Fund Activity

562 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 Value ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 224 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-17
Holders Change %
-2.94%
% of All Funds
15%
Holding in Top 10
84
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.67%
% of All Funds
2.24%
New
49
Increased
188
Reduced
224
Closed
61
Calls
$18.9M
Puts
$13.6M
Net Calls
+$5.34M
Net Calls Change
+$1.42M

Top Buyers

1
BlackRock
BlackRock
New York
$69.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.2B
3
EFS
Edelman Financial Services
Virginia
$1.81B
4
ACI
AMP Capital Investors
Australia
$45.7M
5
TCT
TIAA CREF Trust
Missouri
$434M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.91B
2
BIM
BlackRock Investment Management
Delaware
$72M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.45B
4
Allianz Asset Management
Allianz Asset Management
Germany
$385K
5
Goldman Sachs
Goldman Sachs
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
401
Gofen & Glossberg
Illinois
$412K +$7.11K +72 +2%
SPC
402
Sigma Planning Corp
Michigan
$408K -$983K -9,960 -71%
CTC
403
Central Trust Company
Missouri
$405K -$11.4K -115 -3%
RW
404
Rand Wealth
Maryland
$401K +$22.1K +224 +6%
PCM
405
Palouse Capital Management
Washington
$400K +$400K +4,050 New
FFA
406
First Foundation Advisors
California
$393K -$52.4K -531 -12%
EWM
407
Evermay Wealth Management
Virginia
$390K -$18K -182 -4%
Allianz Asset Management
408
Allianz Asset Management
Germany
$385K -$71.8M -726,119 -99%
BCP
409
Berkeley Capital Partners
Georgia
$385K +$73.1K +740 +23%
CL
410
CPWM LLC
Washington
$383K -$6.03K -61 -2%
DBT
411
Dubuque Bank & Trust
Iowa
$382K -$3.36K -34 -0.9%
VCP
412
Vista Capital Partners
Oregon
$382K – – –
SAM
413
Solaris Asset Management
New York
$373K +$225K +1,635 +153%
GC
414
Grimes & Company
Massachusetts
$372K – – –
CCT
415
Chemung Canal Trust
New York
$370K – – –
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$369K -$771K -7,805 -68%
LW
417
Linscomb Wealth
Texas
$362K +$25.6K +259 +8%
SCM
418
Summit Capital Management
Washington
$355K -$3.36K -34 -0.9%
WA
419
Wealth Architects
California
$355K +$99 +1 +0%
SCA
420
Salient Capital Advisors
Texas
$354K +$58K +588 +20%
WAM
421
Weatherly Asset Management
California
$353K +$16.1K +163 +5%
WF
422
Welch & Forbes
Massachusetts
$351K – – –
BWFM
423
Bridgewater Wealth & Financial Management
Maryland
$350K -$38.6K -391 -10%
AIP
424
Ameritas Investment Partners
Nebraska
$340K +$125K +1,272 +58%
MAM
425
Meeder Asset Management
Ohio
$336K -$670K -6,792 -67%
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17
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