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iShares Russell 1000 Value ETF
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Overview Fund Activity

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
Holders
596
Holders Change
+34
Holders Change %
+6.05%
% of All Funds
15.93%
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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$236M
2
EVM
Eaton Vance Management
Massachusetts
+$102M
3
BIT
BlackRock Institutional Trust
California
+$72.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$71.9M
5
Morgan Stanley
Morgan Stanley
New York
+$59.8M

Top Sellers

1
LPL Financial
LPL Financial
California
-$280M
2
UOC
UBS O'Connor
Illinois
-$28.4M
3
KT
Kanaly Trust
Texas
-$27.7M
4
WMA
White Mountains Advisors
Connecticut
-$21.3M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
551
Smithfield Trust
Pennsylvania
$50K – – –
VCM
552
Versant Capital Management
Arizona
$50K +$50K +486 New
CHC
553
City Holding Co
West Virginia
$45K +$12.7K +122 +39%
BWA
554
Burt Wealth Advisors
Maryland
$44K – – –
RWA
555
Ropes Wealth Advisors
Massachusetts
$42K – – –
HCM
556
Horrell Capital Management
Arkansas
$41K – – –
AIM
557
Anchor Investment Management
South Carolina
$35.7K +$35.7K +346 New
CTB
558
Country Trust Bank
Illinois
$33K +$33K +320 New
QAM
559
QCI Asset Management
New York
$32K – – –
FWM
560
Focused Wealth Management
New York
$31K – – –
WCM
561
Wealthcare Capital Management
Virginia
$29K +$29K +278 New
AF
562
Allworth Financial
California
$28K -$18K -174 -39%
WTB
563
Washington Trust Bank
Washington
$27K – – –
CP
564
Corbenic Partners
Pennsylvania
$27K – – –
AWM
565
Avior Wealth Management
Nebraska
$27K – – –
DIA
566
Davidson Investment Advisors
Montana
$27K – – –
SNT
567
Security National Trust
West Virginia
$26K – – –
BAM
568
Brave Asset Management
New Jersey
$25K – – –
TFO
569
Tarbox Family Office
California
$23K -$21.7K -213 -49%
BC
570
Barnett & Company
Tennessee
$23K – – –
Macquarie Group
571
Macquarie Group
Australia
$22K -$522K -4,884 -96%
TCOV
572
Trust Company of Vermont
Vermont
$22K -$7.81K -77 -26%
DAC
573
Dividend Assets Capital
South Carolina
$22K +$22K +213 New
BBPWM
574
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
OSNBOA
575
Old Second National Bank of Aurora
Illinois
$21K – – –
21 22
23
24 25