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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
GAM
451
Gemmer Asset Management
California
$102K +$105 +1 +0.1%
JFA
452
JNBA Financial Advisors
Minnesota
$94K
JG
453
Jefferies Group
New York
$92K +$93.5K +892 New
SIG
454
Stanford Investment Group
California
$88K
TCOV
455
Trust Company of Vermont
Vermont
$75K +$76.8K +732 New
BCA
456
Bray Capital Advisors
Florida
$73K +$74.1K +707 New
DSC
457
Duncker Streett & Co
Missouri
$68K
WRM
458
Westport Resources Management
Connecticut
$67K
TF
459
Tompkins Financial
New York
$65K
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$60K -$188K -1,797 -75%
WA
461
Winfield Associates
Ohio
$57K
SCA
462
Strategic Capital Alternatives
United States
$55K
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
$54K +$55.4K +528 New
M
464
MOTCO
Texas
$50K
HCM
465
Horrell Capital Management
Arkansas
$48K -$436K -4,157 -90%
AWM
466
Avior Wealth Management
Nebraska
$46K -$48.1K -459 -51%
JWA
467
JFS Wealth Advisors
Pennsylvania
$41K
AWS
468
Aris Wealth Services
Pennsylvania
$40K -$24.4K -233 -38%
PIA
469
Peachtree Investment Advisors
Georgia
$38K
QAM
470
QCI Asset Management
New York
$37K -$18.9K -180 -33%
WA
471
Waverly Advisors
Alabama
$36K -$40.3K -384 -52%
AP
472
Atwood & Palmer
Missouri
$28K
DIA
473
Davidson Investment Advisors
Montana
$27K +$27.9K +266 New
BAM
474
Brave Asset Management
New Jersey
$25K
CWM
475
Catamount Wealth Management
Connecticut
$23K -$30.5K -291 -57%