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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 %
SFM
126
Signet Financial Management
New Jersey
$9.52M -$374K -3,785 -4%
SWM
127
Segment Wealth Management
Texas
$9.45M +$672K +6,799 +8%
AllianceBernstein
128
AllianceBernstein
Tennessee
$9.34M +$1.17M +11,830 +14%
GW
129
GW & Wade
Massachusetts
$9.19M +$503K +5,088 +6%
FMBTD
130
First Midwest Bank Trust Division
Illinois
$9.04M +$2.15M +21,743 +31%
GMA
131
Goldstein Munger & Associates
California
$9M +$11.4K +115 +0.1%
ANTB
132
AMG National Trust Bank
Colorado
$9M -$413K -4,184 -4%
I2I
133
Insight 2811 Inc
Illinois
$8.92M +$5.56M +56,298 +166%
QIM
134
Quest Investment Management
Oregon
$8.84M – – –
EC
135
Estate Counselors
Wisconsin
$8.79M +$3.3M +33,390 +60%
GIM
136
Goelzer Investment Management
Indiana
$8.77M +$868K +8,784 +11%
ICOA
137
Investment Centers of America
North Dakota
$8.51M +$3.05M +30,863 +56%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$8.35M +$490K +4,963 +6%
IH
139
IFC Holdings
Florida
$8.22M -$259K -2,606 -3%
WI
140
WrapManager Inc
California
$8.22M +$212K +2,143 +3%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$8.06M +$8.06M +81,575 New
FNBOO
142
First National Bank of Omaha
Nebraska
$7.77M -$82.5K -835 -1%
William Blair & Company
143
William Blair & Company
Illinois
$7.77M -$1.09M -11,011 -12%
RJT
144
Raymond James Trust
Florida
$7.42M +$73.5K +744 +1%
SFA
145
Sequoia Financial Advisors
Ohio
$7.38M -$4.99M -50,473 -40%
AL
146
Aspiriant LLC
California
$7.18M -$257K -2,597 -3%
AWMG
147
Alliance Wealth Management Group
New Jersey
$7.13M -$126K -1,274 -2%
BWM
148
Braver Wealth Management
Massachusetts
$7.13M +$7.13M +72,124 New
MCM
149
MAI Capital Management
Ohio
$7.08M -$241K -2,439 -3%
LNC
150
Lincoln National Corp
Pennsylvania
$6.98M +$330K +3,340 +5%
4 5
6
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