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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 %
BTNA
426
Bremer Trust National Association
Minnesota
$336K – – –
IFAM
427
Institutional & Family Asset Management
Colorado
$336K – – –
APSP
428
Asset Planning Services (Pennsylvania)
Pennsylvania
$335K -$120K -1,215 -26%
CCM
429
Coldstream Capital Management
Washington
$329K -$55.2K -559 -14%
MFS
430
McNamara Financial Services
Massachusetts
$328K +$328K +3,320 New
MIH
431
Madison Investment Holdings
Wisconsin
$322K – – –
MWP
432
MYCIO Wealth Partners
Pennsylvania
$321K +$3.85K +39 +1%
JIC
433
Joel Isaacson & Co
New York
$316K +$59K +597 +23%
KA
434
Klingman & Associates
New York
$315K -$1.58K -16 -0.5%
KKAMG
435
Kernodle & Katon Asset Management Group
Arkansas
$313K – – –
NFC
436
Northeast Financial Consultants
Connecticut
$313K – – –
Kovitz Investment Group Partners
437
Kovitz Investment Group Partners
Illinois
$313K +$313K +3,168 New
EB
438
Eastern Bank
Massachusetts
$312K – – –
First Manhattan
439
First Manhattan
New York
$299K +$128K +1,296 +75%
Lido Advisors
440
Lido Advisors
California
$297K +$297K +3,007 New
B
441
Brightworth
Georgia
$296K -$2.04M -20,625 -87%
CWA
442
Cypress Wealth Advisors
California
$296K +$1.68K +17 +0.6%
VAM
443
Visionary Asset Management
Texas
$293K +$72.8K +737 +33%
CG
444
Colony Group
Massachusetts
$292K -$25.4K -257 -8%
WP
445
WMS Partners
Maryland
$292K -$8.69K -88 -3%
RBC
446
Roble Belko & Company
Pennsylvania
$291K – – –
RCA
447
Rex Capital Advisors
Rhode Island
$290K +$2.67K +27 +0.9%
RIA
448
Regal Investment Advisors
Michigan
$282K -$28K -283 -9%
OC
449
Oarsman Capital
Wisconsin
$282K +$67.6K +683 +32%
CG
450
Caprock Group
Idaho
$282K +$282K +2,858 New
16 17
18
19 20