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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.

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
1
Bank of America
North Carolina
$2.23B
2
EVM
2
Eaton Vance Management
Massachusetts
$126M
3
BIT
3
BlackRock Institutional Trust
California
$84.1M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$127M
5
Morgan Stanley
5
Morgan Stanley
New York
$692M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.5M
2
UOC
2
UBS O'Connor
Illinois
$0
3
KT
3
Kanaly Trust
Texas
$5.52M
4
WMA
4
White Mountains Advisors
Connecticut
$21.8M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$337M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$16.4M 158,198 -5,548 -3%
RFC
102
Regions Financial Corp
Alabama
$15.6M 151,026 -6,709 -4%
Ameriprise
103
Ameriprise
Minnesota
$15.6M 150,959 +15,813 +12%
Citadel Advisors
104
Citadel Advisors
Florida
$15.4M 149,057 +149,057 New
Wellington Management Group
105
Wellington Management Group
Massachusetts
$15M 144,974 – –
ZB
106
Zions Bancorporation
Utah
$14.5M 140,090 -1,941 -1%
MAM
107
Marquette Asset Management
Minnesota
$14.4M 139,245 -962 -0.7%
JIC
108
Johnson Investment Counsel
Ohio
$14.4M 139,046 +30,260 +28%
MWAC
109
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.3M 138,732 +1,085 +0.8%
MFS
110
MSI Financial Services
Massachusetts
$13.8M 133,718 +13,684 +11%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$13.4M 130,000 -20,000 -13%
MBT
112
Montecito Bank & Trust
California
$13.1M 126,837 +16,052 +14%
AG
113
Advisor Group
Arizona
$13M 126,168 +126,168 New
LPL Financial
114
LPL Financial
California
$12.5M 121,349 -2,718,691 -96%
SWP
115
Stratos Wealth Partners
Ohio
$12.5M 120,959 +74,753 +162%
IA
116
Independence Advisors
Pennsylvania
$12.5M 120,679 +120,679 New
MCM
117
MV Capital Management
Maryland
$12.4M 119,716 -2,742 -2%
FB
118
Fulton Bank
Pennsylvania
$11.7M 113,199 +3,016 +3%
BA
119
Boston Advisors
Massachusetts
$11.6M 112,411 -88,560 -44%
QIM
120
Quest Investment Management
Oregon
$10.9M 105,640 +16,150 +18%
1GA
121
1st Global Advisors
Texas
$10.9M 105,596 -407 -0.4%
GIA
122
GHP Investment Advisors
Colorado
$10.8M 104,818 -3,568 -3%
GLI
123
Guardian Life Insurance
New York
$10.8M 104,566 – –
AG
124
Appleton Group
Wisconsin
$10.7M 104,006 -55,445 -35%
SWM
125
Segment Wealth Management
Texas
$10.7M 103,850 +8,253 +9%
3 4
5
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