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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
$2.23B
2
EVM
Eaton Vance Management
Massachusetts
$126M
3
BIT
BlackRock Institutional Trust
California
$84.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$127M
5
Morgan Stanley
Morgan Stanley
New York
$692M

Top Sellers

1
LPL Financial
LPL Financial
California
$12.5M
2
UOC
UBS O'Connor
Illinois
$0
3
KT
Kanaly Trust
Texas
$5.52M
4
WMA
White Mountains Advisors
Connecticut
$21.8M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
576
Catamount Wealth Management
Connecticut
$21K – – –
PCTC
577
Perkins Coie Trust Company
Washington
$18K – – –
CYG
578
Clean Yield Group
Vermont
$18K +$18K +173 New
DAM
579
Delta Asset Management
Tennessee
$17K – – –
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
CFA
581
Carroll Financial Associates
North Carolina
$15K – – –
HI
582
Hudock Inc
Pennsylvania
$13K – – –
LIA
583
LS Investment Advisors
Michigan
$13K – – –
GBT
584
Grove Bank & Trust
Florida
$13K – – –
LWM
585
LBA Wealth Management
Florida
$11K +$11K +102 New
PG
586
Patten Group
Tennessee
$10.3K – – –
WC
587
Whitnell & Co
Illinois
$10K +$10K +95 New
SCM
588
Southport Capital Management
Tennessee
$10K +$10K +101 New
NSIM
589
North Star Investment Management
Illinois
$8K – – –
DADC
590
D.A. Davidson & Co
Montana
$5K – – –
PWM
591
Perigon Wealth Management
California
$5K +$5K +51 New
LWM
592
Lenox Wealth Management
Ohio
$4K -$8K -80 -67%
GI
593
Gradient Investments
Minnesota
$4K +$4K +35 New
BFEC
594
Benjamin F. Edwards & Company
Missouri
$3K – – –
Manulife (Manufacturers Life Insurance)
595
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K +$3K +30 New
MA
596
MCF Advisors
Kentucky
$1K – – –
UOC
597
UBS O'Connor
Illinois
– -$28.4M -287,516 Closed
AIG
598
American International Group
New York
– -$10.1M -101,791 Closed
BWM
599
Braver Wealth Management
Massachusetts
– -$7.13M -72,124 Closed
MLL
600
Moody Lynn & Lieberson
Massachusetts
– -$2.62M -26,560 Closed
22 23
24
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