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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
BB
426
Busey Bank
Illinois
$210K +$214K +2,037 New
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$209K +$24.6K +235 +13%
CG
428
Caprock Group
Idaho
$208K +$944 +9 +0.4%
CAM
429
Carret Asset Management
New York
$207K
SCA
430
Salient Capital Advisors
Texas
$206K
DY
431
Dowling & Yahnke
California
$201K
ATC
432
Adirondack Trust Company
New York
$185K
First Manhattan
433
First Manhattan
New York
$178K
HF
434
Hoxton Financial
West Virginia
$175K +$25.9K +247 +17%
PSI
435
Pinnacle Summer Investments
Virginia
$166K -$339K -3,231 -67%
CLOS
436
Compagnie Lombard Odier SCmA
Switzerland
$164K
CWM
437
Cranbrook Wealth Management
Michigan
$159K -$944 -9 -0.6%
Thrivent Financial for Lutherans
438
Thrivent Financial for Lutherans
Minnesota
$151K
BRWM
439
B. Riley Wealth Management
Tennessee
$132K -$2.73K -26 -2%
ST
440
Smithfield Trust
Pennsylvania
$131K
WA
441
WealthTrust-Arizona
Arizona
$130K -$8.6K -82 -6%
LIA
442
LS Investment Advisors
Michigan
$129K -$105 -1 -0.1%
CFA
443
Carroll Financial Associates
North Carolina
$124K -$7.45K -71 -6%
WEC
444
Winslow Evans & Crocker
Massachusetts
$118K +$66.9K +638 +127%
IAS
445
IMA Advisory Services
Colorado
$117K +$119K +1,136 New
LNB
446
Ledyard National Bank
$113K
SEIA
447
Signature Estate & Investment Advisors
California
$113K +$5.87K +56 +5%
UFA
448
US Financial Advisors
Massachusetts
$110K +$112K +1,069 New
OFS
449
Orrstown Financial Services
Pennsylvania
$104K
FCCM
450
First City Capital Management
Georgia
$103K