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iShares Russell 1000 Value ETF

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.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $16.7M

118% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 33

9% more capital invested

Capital invested by funds: $17.2B → $18.8B (+$1.63B)

6% more funds holding

Funds holding: 562596 (+34)

5% more funds holding in top 10

Funds holding in top 10: 8488 (+4)

0.61% more ownership

Funds ownership: 65.55%66.16% (+0.61%)

14% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 218

Holders
596
Holders Change
+34
Holders Change %
+6.05%
% of All Funds
15.91%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FI
501
FormulaFolio Investments
Michigan
$229K +$224K +2,215 New
SWM
502
SVA Wealth Management
Wisconsin
$228K +$223K +2,208 New
RPGK
503
Retirement Planning Group (Kansas)
Kansas
$224K +$8.68K +86 +4%
RT
504
Rockland Trust
Massachusetts
$222K
DY
505
Dowling & Yahnke
California
$219K
GWM
506
Geneos Wealth Management
Colorado
$219K +$55.8K +553 +35%
RFA
507
Reilly Financial Advisors
California
$218K +$20.2K +200 +10%
FBA
508
Front Barnett Associates
Illinois
$214K -$5.05K -50 -2%
NIA
509
Northstar Investment Advisors
Colorado
$214K
GWM
510
Greenwich Wealth Management
Connecticut
$211K +$206K +2,042 New
BRF
511
B. Riley Financial
California
$209K
GS
512
Girard Securities
California
$209K +$205K +2,029 New
HF
513
HRT Financial
New York
$206K +$202K +2,000 New
ZCA
514
Zeke Capital Advisors
Pennsylvania
$206K +$202K +2,000 New
BRWA
515
B. Riley Wealth Advisors
Florida
$204K +$199K +1,967 New
PWW
516
Pettyjohn Wood & White
Virginia
$202K +$197K +1,955 New
CRC
517
Curi RMB Capital
Illinois
$201K +$196K +1,946 New
RFWA
518
RPg Family Wealth Advisory
Massachusetts
$188K +$35.5K +352 +24%
JWA
519
JFS Wealth Advisors
Pennsylvania
$175K -$24.7K -245 -13%
TCM
520
TD Capital Management
Tennessee
$164K +$161K +1,590 New
CWM
521
Cranbrook Wealth Management
Michigan
$151K
HFA
522
High Falls Advisors
New York
$150K
PCP
523
Proficio Capital Partners
Massachusetts
$148K
FPFS
524
First Personal Financial Services
North Carolina
$148K +$144K +1,431 New
PO
525
Private Ocean
California
$127K