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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 %
FPCP
451
Fort Point Capital Partners
California
$280K -$35.8K -362 -11%
BB
452
Busey Bank
Illinois
$268K +$268K +2,709 New
FMW
453
Farr Miller & Washington
District of Columbia
$265K +$5.53K +56 +2%
KLI
454
Kelman-Lazarov Inc
Tennessee
$265K +$265K +2,672 New
ATC
455
Argent Trust Co
Tennessee
$264K +$264K +2,668 New
FWP
456
FAS Wealth Partners
Kansas
$263K – – –
AIS
457
American Investment Services
Massachusetts
$258K – – –
HIM
458
Hanlon Investment Management
New Jersey
$255K – – –
SCM
459
Schneider Capital Management
Pennsylvania
$252K +$252K +2,550 New
GWM
460
Gupta Wealth Management
California
$250K – – –
BFS
461
Bradley Foster & Sargent
Connecticut
$249K – – –
HCM
462
Hollencrest Capital Management
California
$249K – – –
FCBT
463
First Citizens Bank & Trust
North Carolina
$247K – – –
KIA
464
KCM Investment Advisors
California
$244K +$15.1K +153 +7%
SCP
465
Syntal Capital Partners
Texas
$242K – – –
LBC
466
Lowe Brockenbrough & Co
Virginia
$240K – – –
PP
467
Palladium Partners
Virginia
$237K +$8.01K +81 +3%
ACM
468
Argentus Capital Management
Texas
$231K -$943K -9,536 -80%
SH
469
Svenska Handelsbanken
Sweden
$231K -$436K -4,403 -65%
SS
470
Simplicity Solutions
Minnesota
$230K -$1.42M -14,402 -86%
PWAG
471
Polaris Wealth Advisory Group
California
$230K -$128K -1,296 -36%
AI
472
Accredited Investors
Minnesota
$230K +$11K +111 +5%
PMFA
473
Plante Moran Financial Advisors
Michigan
$227K -$150K -1,518 -40%
WA
474
WFG Advisors
Texas
$225K +$166K +1,680 +282%
WP
475
WealthSource Partners
California
$225K +$225K +2,278 New
17 18
19
20 21