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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
AMG
151
Asset Management Group
Connecticut
$5.86M -$41.7K -398 -0.7%
MFP
152
Mosaic Financial Partners
California
$5.79M -$216K -2,063 -4%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$5.79M +$1.96M +18,711 +50%
LWA
154
Lenox Wealth Advisors
New York
$5.77M -$934K -8,908 -14%
CK
155
Carnick & Kubik
Colorado
$5.47M +$178K +1,702 +3%
LFG
156
LifePlan Financial Group
Ohio
$5.38M -$6.41M -61,137 -54%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.24M -$349K -3,329 -6%
SI
158
SII Investments
Wisconsin
$5.18M -$444K -4,237 -8%
IA
159
IndexIQ Advisors
New York
$5.12M -$29.8M -284,053 -85%
ABC
160
Associated Banc-Corp
Wisconsin
$5.06M -$36.7K -350 -0.7%
TCM
161
Twele Capital Management
Minnesota
$4.99M
SCM
162
Sterling Capital Management
North Carolina
$4.96M +$2.08M +19,855 +70%
1IA
163
1834 Investment Advisors
Wisconsin
$4.94M -$10.5K -100 -0.2%
QI
164
QS Investors
New York
$4.9M -$22.5M -214,635 -82%
GT
165
Glenmede Trust
Pennsylvania
$4.84M -$580K -5,528 -11%
FFA
166
Fragasso Financial Advisors
Pennsylvania
$4.77M -$232K -2,212 -5%
Comerica Bank
167
Comerica Bank
Texas
$4.7M +$2.42M +23,117 +103%
FAAS
168
First Allied Advisory Services
California
$4.61M -$173K -1,651 -4%
ASN
169
Advisory Services Network
Georgia
$4.58M -$237K -2,257 -5%
Creative Planning
170
Creative Planning
Kansas
$4.42M +$58.6K +559 +1%
DPI
171
Diversified Portfolios Inc
Michigan
$4.4M -$301K -2,868 -6%
V
172
Veritable
Delaware
$4.37M -$1.35M -12,895 -23%
HCA
173
Harbour Capital Advisors
Virginia
$4.36M +$399K +3,800 +10%
BOS
174
Bingham Osborn & Scarborough
California
$4.25M -$289K -2,758 -6%
MPM
175
Meritage Portfolio Management
Kansas
$4.24M +$11.1K +106 +0.3%