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iShares Russell 1000 Value ETF
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Overview Fund Activity

579 hedge funds and large institutions have $18B invested in iShares Russell 1000 Value ETF in 2015 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 227 increasing their positions, 148 reducing their positions, and 31 closing their positions.

Holders
579
Holders Change
+74
Holders Change %
+14.65%
% of All Funds
15.2%
Holding in Top 10
90
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.43%
% of All Funds
2.36%
New
110
Increased
227
Reduced
148
Closed
31
Calls
$8.06M
Puts
$4.14M
Net Calls
+$3.92M
Net Calls Change
+$12.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.44B
2
American Century Companies
2
American Century Companies
Missouri
$491M
3
BIM
3
BlackRock Investment Management
Delaware
$267M
4
LPL Financial
4
LPL Financial
California
$291M
5
SLI
5
Symetra Life Insurance
Washington
$102M

Top Sellers

1
CC
1
Curian Capital
Colorado
$70.9M
2
IA
2
IndexIQ Advisors
New York
$18.5M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$34.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$0
5
CI
5
Cambiar Investors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BEAM
501
Baker Ellis Asset Management
Washington
$200K 2,045 – –
SLG
502
Stanley-Laman Group
Pennsylvania
$200K 2,042 +2,042 New
RFA
503
Reilly Financial Advisors
California
$192K 1,962 -430 -18%
JWA
504
JFS Wealth Advisors
Pennsylvania
$185K 1,887 +1,492 +378%
First Manhattan
505
First Manhattan
New York
$169K 1,733 – –
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
$165K 1,690 – –
Federated Hermes
507
Federated Hermes
Pennsylvania
$164K 1,679 -4,521 -73%
MDCM
508
Morgan Dempsey Capital Management
Wisconsin
$159K 1,623 +1,623 New
CWM
509
Cranbrook Wealth Management
Michigan
$151K 1,540 – –
HFA
510
High Falls Advisors
New York
$150K 1,533 +1,533 New
Thrivent Financial for Lutherans
511
Thrivent Financial for Lutherans
Minnesota
$146K 1,491 – –
HF
512
Hoxton Financial
West Virginia
$139K 1,416 -280 -17%
TRCT
513
Tower Research Capital (TRC)
New York
$131K 1,337 +917 +218%
ST
514
Smithfield Trust
Pennsylvania
$124K 1,270 – –
LIA
515
LS Investment Advisors
Michigan
$122K 1,247 – –
PO
516
Private Ocean
California
$120K 1,230 +1,230 New
CFA
517
Carroll Financial Associates
North Carolina
$117K 1,199 -71 -6%
UFA
518
US Financial Advisors
Massachusetts
$116K 1,183 +246 +26%
FWM
519
Focused Wealth Management
New York
$107K 1,090 -710 -39%
LNB
520
Ledyard National Bank
$107K 1,098 – –
MFT
521
Moisand Fitzgerald Tamayo
Florida
$107K 1,093 +1,093 New
SEIA
522
Signature Estate & Investment Advisors
California
$105K 1,069 -83 -7%
SAM
523
Solaris Asset Management
New York
$105K 1,070 +1,070 New
GAM
524
Gemmer Asset Management
California
$97K 995 +1 +0.1%
Simplex Trading
525
Simplex Trading
Illinois
$96K 986 +986 New
19 20
21
22 23