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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
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 Holding Trade Value Shares
Change 		Shares
Change %
HCC
126
Hirtle Callaghan & Co
Pennsylvania
$10.6M -$399K -3,865 -4%
SAM
127
Silvercrest Asset Management
New York
$10.3M -$1.72M -16,679 -14%
SFM
128
Signet Financial Management
New Jersey
$10.3M +$382K +3,703 +4%
CAL
129
Capital Advisors Ltd
Ohio
$10.3M +$350K +3,386 +4%
UCFA
130
United Capital Financial Advisors
Texas
$10.1M -$487K -4,727 -5%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$10M -$286K -2,773 -3%
GF
132
Gerstein Fisher
New York
$9.98M -$670K -6,495 -6%
ANTB
133
AMG National Trust Bank
Colorado
$9.81M +$411K +3,984 +4%
GW
134
GW & Wade
Massachusetts
$9.64M +$33.5K +325 +0.3%
V
135
Veritable
Delaware
$9.21M -$1.73M -16,712 -16%
GIM
136
Goelzer Investment Management
Indiana
$9.17M – – –
GMA
137
Goldstein Munger & Associates
California
$9.15M -$258K -2,500 -3%
AllianceBernstein
138
AllianceBernstein
Tennessee
$9.08M -$676K -6,548 -7%
CAM
139
Crestone Asset Management
Colorado
$9.07M +$3.47M +33,572 +62%
EC
140
Estate Counselors
Wisconsin
$8.96M -$225K -2,180 -2%
RJT
141
Raymond James Trust
Florida
$8.96M +$1.2M +11,648 +16%
I2I
142
Insight 2811 Inc
Illinois
$8.95M -$363K -3,514 -4%
IA
143
IFP Advisors
Florida
$8.82M +$8M +77,538 +979%
SFA
144
Sequoia Financial Advisors
Ohio
$8.75M +$1.03M +10,022 +13%
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.67M +$2.35M +22,785 +37%
CG
146
Corundum Group
Colorado
$8.64M +$8.64M +83,688 New
WI
147
WrapManager Inc
California
$8.58M -$5.68K -55 -0.1%
TRCT
148
Tower Research Capital (TRC)
New York
$8.35M +$6.31M +61,131 +309%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$8.26M -$5.75M -55,700 -41%
IH
150
IFC Holdings
Florida
$8.18M -$361K -3,501 -4%
4 5
6
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