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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 %
RCM
601
Rivernorth Capital Management
Florida
– -$2.54M -25,658 Closed
WCM
602
Washington Capital Management
Washington
– -$2.13M -21,600 Closed
FWCM
603
Ferguson Wellman Capital Management
Oregon
– -$1.03M -10,425 Closed
COI
604
Connable Office Inc
Michigan
– -$596K -6,032 Closed
SMH
605
Sanders Morris Harris
Texas
– -$484K -4,900 Closed
HPCM
606
High Pointe Capital Management
Illinois
– -$440K -4,450 Closed
FFA
607
First Foundation Advisors
California
– -$393K -3,980 Closed
CAPTRUST Financial Advisors
608
CAPTRUST Financial Advisors
North Carolina
– -$369K -3,734 Closed
IFAM
609
Institutional & Family Asset Management
Colorado
– -$336K -3,432 Closed
VAM
610
Visionary Asset Management
Texas
– -$293K -2,965 Closed
BB
611
Busey Bank
Illinois
– -$268K -2,709 Closed
FMW
612
Farr Miller & Washington
District of Columbia
– -$265K -2,686 Closed
ATC
613
Argent Trust Co
Tennessee
– -$264K -2,668 Closed
SCM
614
Schneider Capital Management
Pennsylvania
– -$252K -2,550 Closed
KIA
615
KCM Investment Advisors
California
– -$244K -2,471 Closed
AI
616
Accredited Investors
Minnesota
– -$230K -2,330 Closed
PWAG
617
Polaris Wealth Advisory Group
California
– -$230K -2,326 Closed
Neuberger Berman Group
618
Neuberger Berman Group
New York
– -$221K -2,233 Closed
BOTW
619
Bank of the West
California
– -$208K -2,104 Closed
PA
620
Planning Alternatives
Michigan
– -$200K -2,028 Closed
FCCM
621
First City Capital Management
Georgia
– -$210K -1,683 Closed
MFT
622
Moisand Fitzgerald Tamayo
Florida
– -$108K -1,093 Closed
SEIA
623
Signature Estate & Investment Advisors
California
– -$106K -1,074 Closed
UFA
624
US Financial Advisors
Massachusetts
– -$79K -795 Closed
TF
625
Tompkins Financial
New York
– -$63K -634 Closed
22 23 24
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