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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 %
HF
501
Hoxton Financial
West Virginia
$140K – – –
PCP
502
Proficio Capital Partners
Massachusetts
$139K +$139K +1,403 New
CC
503
Cassaday & Co
Virginia
$132K -$2.35M -23,846 -95%
PO
504
Private Ocean
California
$122K – – –
Thrivent Financial for Lutherans
505
Thrivent Financial for Lutherans
Minnesota
$114K -$31.8K -325 -22%
SWA
506
Sutton Wealth Advisors
Florida
$113K +$113K +1,139 New
LNB
507
Ledyard National Bank
$108K – – –
MFT
508
Moisand Fitzgerald Tamayo
Florida
$108K – – –
SEIA
509
Signature Estate & Investment Advisors
California
$106K +$493 +5 +0.5%
GAM
510
Gemmer Asset Management
California
$98K – – –
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$98K +$9.89K +100 +11%
SIG
512
Stanford Investment Group
California
$98K +$13.6K +138 +16%
ADL
513
Asset Dedication LLC
California
$95K – – –
JFA
514
JNBA Financial Advisors
Minnesota
$89K – – –
UFA
515
US Financial Advisors
Massachusetts
$79K -$38.6K -388 -33%
JGIA
516
Jackson Grant Investment Advisers
Connecticut
$77K +$494 +5 +0.6%
DSC
517
Duncker Streett & Co
Missouri
$65K – – –
WEC
518
Winslow Evans & Crocker
Massachusetts
$64.4K +$9.88K +100 +18%
TF
519
Tompkins Financial
New York
$63K – – –
HR
520
Howe & Rusling
New York
$62K +$62K +632 New
NFG
521
Next Financial Group
Texas
$59K -$20.1K -205 -25%
ST
522
Smithfield Trust
Pennsylvania
$47K -$77.4K -790 -62%
AF
523
Allworth Financial
California
$44K +$44K +445 New
TFO
524
Tarbox Family Office
California
$43K +$43K +439 New
BWA
525
Burt Wealth Advisors
Maryland
$42K – – –
19 20
21
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