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iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $8.16M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

0.24% more ownership

Funds ownership: 62.99%63.23% (+0.24%)

0% more capital invested

Capital invested by funds: $16.3B → $16.3B (+$31.2M)

0% more funds holding

Funds holding: 507507 (0)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 198

Holders
507
Holders Change
Holders Change %
0%
% of All Funds
13.66%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
51
Kanaly Trust
Texas
$34.9M -$347K -3,313 -1%
KeyBank National Association
52
KeyBank National Association
Ohio
$34.7M +$2.79M +26,568 +9%
WRTC
53
Wind River Trust Company
Wyoming
$34.5M -$2.77M -26,422 -7%
CL
54
Choreo LLC
Illinois
$33.4M +$1.9M +18,090 +6%
Truist Financial
55
Truist Financial
North Carolina
$33.4M +$2.39M +22,828 +8%
FCI
56
Financial Counselors Inc
Kansas
$32.2M +$1.25M +11,891 +4%
PAS
57
Park Avenue Securities
New York
$31.9M +$1.52M +14,531 +5%
NFG
58
Nadler Financial Group
Illinois
$28.7M -$1.59M -15,127 -5%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$28M +$1.73M +16,516 +6%
American Century Companies
60
American Century Companies
Missouri
$27.8M -$205M -1,955,464 -88%
FBFS
61
First Business Financial Services
Wisconsin
$27.5M -$1.12M -10,713 -4%
NA
62
Nottingham Advisors
New York
$27M -$130K -1,243 -0.5%
SP
63
Stairway Partners
Illinois
$26.7M +$332K +3,168 +1%
SAM
64
Sentinel Asset Management
Vermont
$26.5M -$210K -2,000 -0.8%
MG
65
Mather Group
Illinois
$26.4M
JRP
66
Jasper Ridge Partners
California
$26.3M
CAN
67
Cetera Advisor Networks
California
$25.6M
CFB
68
Cullen/Frost Bankers
Texas
$24.2M -$3.66M -34,944 -13%
HighTower Advisors
69
HighTower Advisors
Illinois
$24M +$7.9M +75,323 +48%
Axa
70
Axa
France
$23.7M +$855K +8,150 +4%
BA
71
Boston Advisors
Massachusetts
$22.7M -$3.97M -37,890 -15%
OC
72
Oakworth Capital
Alabama
$22.5M +$1.45M +13,780 +7%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$22.2M -$48.7K -464 -0.2%
AIG
74
American International Group
New York
$21.5M +$13.8M +131,872 +173%
TAIM
75
TD Ameritrade Investment Management
Nebraska
$20.6M +$1.96M +18,652 +10%