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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
$2.23B
2
EVM
Eaton Vance Management
Massachusetts
$126M
3
BIT
BlackRock Institutional Trust
California
$84.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$127M
5
Morgan Stanley
Morgan Stanley
New York
$692M

Top Sellers

1
LPL Financial
LPL Financial
California
$12.5M
2
UOC
UBS O'Connor
Illinois
$0
3
KT
Kanaly Trust
Texas
$5.52M
4
WMA
White Mountains Advisors
Connecticut
$21.8M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
426
Palouse Capital Management
Washington
$418K – – –
LCM
427
Logan Capital Management
Pennsylvania
$413K -$127K -1,234 -24%
SPC
428
Sigma Planning Corp
Michigan
$413K -$13.6K -132 -3%
NYLIM
429
New York Life Investment Management
New York
$411K -$2.26M -21,901 -85%
CL
430
CPWM LLC
Washington
$411K +$11.2K +108 +3%
CTC
431
Central Trust Company
Missouri
$410K -$13K -126 -3%
EWM
432
Evermay Wealth Management
Virginia
$407K – – –
GC
433
Grimes & Company
Massachusetts
$406K +$17.5K +169 +4%
CCM
434
Coldstream Capital Management
Washington
$400K +$56.2K +544 +16%
DBT
435
Dubuque Bank & Trust
Iowa
$399K – – –
VCP
436
Vista Capital Partners
Oregon
$399K – – –
SPWA
437
SteelBridge Private Wealth Advisors
Florida
$399K +$399K +3,805 New
BBHC
438
Brown Brothers Harriman & Co
New York
$397K -$188K -1,819 -32%
Simplex Trading
439
Simplex Trading
Illinois
$382K +$382K +3,710 New
PCM
440
Pointe Capital Management
Michigan
$378K +$378K +3,659 New
Verition Fund Management
441
Verition Fund Management
Connecticut
$372K +$372K +3,601 New
WA
442
Wealth Architects
California
$371K – – –
VCM
443
Vigilant Capital Management
Maine
$371K +$371K +3,596 New
WAM
444
Weatherly Asset Management
California
$369K – – –
WF
445
Welch & Forbes
Massachusetts
$367K – – –
BWFM
446
Bridgewater Wealth & Financial Management
Maryland
$366K – – –
Koshinski Asset Management
447
Koshinski Asset Management
Illinois
$363K +$363K +3,518 New
MWM
448
Merriman Wealth Management
Washington
$360K +$360K +3,483 New
APSP
449
Asset Planning Services (Pennsylvania)
Pennsylvania
$356K +$6.6K +64 +2%
FPCP
450
Fort Point Capital Partners
California
$354K +$61.9K +600 +21%
16 17
18
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