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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
1
BlackRock
New York
$69.6M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.2B
3
EFS
3
Edelman Financial Services
Virginia
$1.81B
4
ACI
4
AMP Capital Investors
Australia
$45.7M
5
TCT
5
TIAA CREF Trust
Missouri
$434M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.91B
2
BIM
2
BlackRock Investment Management
Delaware
$72M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.45B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$385K
5
Goldman Sachs
5
Goldman Sachs
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
551
Grove Bank & Trust
Florida
$13K – – –
LIA
552
LS Investment Advisors
Michigan
$12K -$111K -1,125 -90%
LWM
553
Lenox Wealth Management
Ohio
$12K – – –
HI
554
Hudock Inc
Pennsylvania
$12K – – –
NC
555
Northpointe Capital
Michigan
$10K -$309 -3 -3%
PG
556
Patten Group
Tennessee
$9.88K – – –
NSIM
557
North Star Investment Management
Illinois
$8K – – –
OCM
558
One Capital Management
California
$7.58K +$565 +5,717 +8%
DADC
559
D.A. Davidson & Co
Montana
$5K -$39.1K -407 -89%
BFEC
560
Benjamin F. Edwards & Company
Missouri
$3K – – –
MFBTD
561
MB Financial Bank - Trust Department
Illinois
$2K +$2K +17 New
MA
562
MCF Advisors
Kentucky
$1K – – –
CC
563
Curian Capital
Colorado
– -$70.9M -724,530 Closed
Massachusetts Financial Services
564
Massachusetts Financial Services
Massachusetts
– -$40.6M -414,945 Closed
NIMC
565
NWQ Investment Management Company
California
– -$30.6M -313,124 Closed
RCM
566
RNC Capital Management
California
– -$16.3M -167,025 Closed
PWPCM
567
Perella Weinberg Partners Capital Management
New York
– -$12.9M -131,648 Closed
Diamond Hill Capital Management
568
Diamond Hill Capital Management
Ohio
– -$12.5M -127,680 Closed
Lord, Abbett & Co
569
Lord, Abbett & Co
New Jersey
– -$11M -112,855 Closed
AP
570
Advisors Preferred
Maryland
– -$9.87M -99,942 Closed
Eagle Capital Management (New York)
571
Eagle Capital Management (New York)
New York
– -$7.35M -75,100 Closed
SCP
572
Seizert Capital Partners
Michigan
– -$5.87M -60,020 Closed
TCM
573
Twele Capital Management
Minnesota
– -$4.71M -48,148 Closed
TG
574
TCW Group
California
– -$3.46M -35,343 Closed
WA
575
Waverly Advisors
Alabama
– -$3.18M -32,450 Closed
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