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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 %
Invesco
576
Invesco
Georgia
– -$1.93M -19,761 Closed
CIM
577
Confluence Investment Management
Missouri
– -$1.52M -15,532 Closed
ClearBridge Investments
578
ClearBridge Investments
New York
– -$1.42M -14,493 Closed
TP
579
Truvvo Partners
New York
– -$998K -10,200 Closed
NIS
580
National Investment Services
Wisconsin
– -$978K -9,996 Closed
PFS
581
Prospera Financial Services
Texas
– -$963K -9,841 Closed
BRWA
582
B. Riley Wealth Advisors
Florida
– -$905K -9,236 Closed
AL
583
AJO LP
Pennsylvania
– -$894K -9,140 Closed
HW
584
Hancock Whitney
Mississippi
– -$869K -8,875 Closed
SCM
585
Snow Capital Management
Pennsylvania
– -$866K -8,849 Closed
ONB
586
Old National Bancorp
Indiana
– -$735K -7,516 Closed
Barclays
587
Barclays
United Kingdom
– -$703K -7,239 Closed
SCCM
588
Schafer Cullen Capital Management
New York
– -$594K -6,065 Closed
SYBT
589
Stock Yards Bank & Trust
Kentucky
– -$561K -5,731 Closed
OSAM
590
O'Shaughnessy Asset Management
Connecticut
– -$541K -5,527 Closed
Charles Schwab
591
Charles Schwab
California
– -$518K -5,285 Closed
CCS
592
Crosspoint Capital Strategies
California
– -$540K -5,171 Closed
ACM
593
Advisors Capital Management
New Jersey
– -$493K -5,033 Closed
HWP
594
Hefty Wealth Partners
Indiana
– -$466K -4,770 Closed
BP
595
BBR Partners
New York
– -$462K -4,724 Closed
EWA
596
EP Wealth Advisors
California
– -$299K -3,060 Closed
JWM
597
Jacobus Wealth Management
Wisconsin
– -$288K -2,947 Closed
SFS
598
Strategic Financial Services
New York
– -$286K -2,920 Closed
BHBT
599
Burke & Herbert Bank & Trust
Virginia
– -$245K -2,505 Closed
CCMG
600
Clark Capital Management Group
Pennsylvania
– -$240K -2,450 Closed
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