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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
NC
476
Northpointe Capital
Michigan
$21K -$189K -1,800 -90%
OSNBOA
477
Old Second National Bank of Aurora
Illinois
$21K
WA
478
WFG Advisors
Texas
$20K -$3.77K -36 -15%
CMO
479
Covenant Multifamily Offices
Texas
$20K
CTB
480
Country Trust Bank
Illinois
$20K +$19.9K +190 New
PSUF
481
People's United Financial
Connecticut
$18K
PCTC
482
Perkins Coie Trust Company
Washington
$18K
SNT
483
Security National Trust
West Virginia
$15K
MAM
484
Meeder Asset Management
Ohio
$14K
AC
485
Alexandria Capital
Virginia
$13K +$13.4K +128 New
HI
486
Hudock Inc
Pennsylvania
$12K
RCG
487
Ruggie Capital Group
Florida
$11K +$11.4K +109 New
BWFA
488
Baltimore-Washington Financial Advisors
Maryland
$10K
1GA
489
1st Global Advisors
Texas
$8.72K +$2.52K +24 +0%
FNBOO
490
First National Bank of Omaha
Nebraska
$8.39K
ACS
491
Archford Capital Strategies
Illinois
$8K -$1.29M -12,309 -99%
NSIM
492
North Star Investment Management
Illinois
$8K
TCM
493
Tradewinds Capital Management
Washington
$8K +$8.49K +81 New
LFR
494
Lehman Financial Resources
Pennsylvania
$7K
TFA
495
Transamerica Financial Advisors
Florida
$6K -$116K -1,106 -95%
BFEC
496
Benjamin F. Edwards & Company
Missouri
$6K +$2.83K +27 +84%
BCM
497
Brookstone Capital Management
Illinois
$6K +$5.66K +54 New
DADC
498
D.A. Davidson & Co
Montana
$5K -$27.9K -266 -84%
BCMIO
499
Beacon Capital Management Inc (Ohio)
Ohio
$5K
Simplex Trading
500
Simplex Trading
Illinois
$5K +$5.14K +49 New