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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.

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
1
Bank of America
North Carolina
$2.23B
2
EVM
2
Eaton Vance Management
Massachusetts
$126M
3
BIT
3
BlackRock Institutional Trust
California
$84.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$127M
5
Morgan Stanley
5
Morgan Stanley
New York
$692M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.5M
2
UOC
2
UBS O'Connor
Illinois
$0
3
KT
3
Kanaly Trust
Texas
$5.52M
4
WMA
4
White Mountains Advisors
Connecticut
$21.8M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$97.7M 946,478 +559,625 +145%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$96.7M 936,571 -49,535 -5%
SI
28
Stephens Inc
Arkansas
$95.5M 925,403 -8,013 -0.9%
US Bancorp
29
US Bancorp
Minnesota
$94.9M 919,707 +31,989 +4%
BIM
30
BlackRock Investment Management
Delaware
$88.8M 860,355 +131,717 +18%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$86.9M 844,210 -13,444 -2%
BIT
32
BlackRock Institutional Trust
California
$84.1M 814,798 +701,135 +617%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$82.3M 797,090 -53,003 -6%
Northern Trust
34
Northern Trust
Illinois
$81M 784,504 +57,965 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$79.7M 772,228 -34,456 -4%
BDF
36
Balasa Dinverno & Foltz
$69.2M 670,547 -9,795 -1%
BlackRock
37
BlackRock
New York
$67.6M 654,642 -49,713 -7%
Stifel Financial
38
Stifel Financial
Missouri
$61.7M 597,869 +85,613 +17%
WPW
39
Waldron Private Wealth
Pennsylvania
$61.6M 596,773 +7,381 +1%
JA
40
JOYN Advisors
Georgia
$61.5M 595,953 -148,730 -20%
WKKFT
41
W.K. Kellogg Foundation Trust
Michigan
$60M 581,054 – –
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$59.5M 576,841 +492,321 +582%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$59M 571,308 +22,717 +4%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$53.9M 522,304 – –
CM
45
Capula Management
Cayman Islands
$53.8M 521,300 +521,300 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$47.6M 460,917 +15,529 +3%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$47.1M 456,376 +9,996 +2%
Brown Advisory
48
Brown Advisory
Maryland
$45M 436,201 -4,866 -1%
CL
49
Choreo LLC
Illinois
$44.4M 430,445 -20,007 -4%
SEI Investments
50
SEI Investments
Pennsylvania
$43M 416,115 +185,938 +81%
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