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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 %
AssetMark Inc
151
AssetMark Inc
California
$6.88M -$7.68M -77,679 -53%
TC
152
Telemus Capital
Michigan
$6.86M +$220K +2,224 +3%
PIM
153
Parasol Investment Management
Illinois
$6.63M -$76.7K -776 -1%
MIAN
154
Mariner Independent Advisor Network
Kansas
$6.62M +$6.62M +67,022 New
Mariner
155
Mariner
Kansas
$6.58M +$677K +6,850 +11%
JHC
156
JFB Holdings Corp
Georgia
$6.46M -$16.2M -164,405 -72%
WSFS
157
Wilmington Savings Fund Society
Delaware
$6.12M -$26.6K -269 -0.4%
HFS
158
HL Financial Services
Kentucky
$6.11M -$759K -7,676 -11%
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.05M -$2.9M -29,392 -32%
LWA
160
Lenox Wealth Advisors
New York
$5.98M -$206K -2,088 -3%
QI
161
QS Investors
New York
$5.97M +$1.33M +13,418 +29%
SIM
162
SSI Investment Management
California
$5.89M +$2.19M +22,160 +59%
IAA
163
Ironsides Asset Advisors
North Carolina
$5.88M +$5.93K +60 +0.1%
PPA
164
Parametric Portfolio Associates
Washington
$5.82M +$1.6M +16,236 +38%
FHA
165
First Horizon Advisors
Tennessee
$5.77M +$3.41M +34,171 +144%
CK
166
Carnick & Kubik
Colorado
$5.72M +$139K +1,410 +2%
TH
167
Timber Hill
Connecticut
$5.55M +$2.76M +27,891 +99%
HCA
168
Harbour Capital Advisors
Virginia
$5.54M +$755K +7,645 +16%
CB
169
Community Bank
New York
$5.53M -$347K -3,511 -6%
AMG
170
Asset Management Group
Connecticut
$5.5M +$4.15K +42 +0.1%
FA
171
FC Advisory
Pennsylvania
$5.49M -$156K -1,575 -3%
PI
172
PineBridge Investments
New York
$5.4M -$2.93M -29,669 -35%
CAM
173
Crestone Asset Management
Colorado
$5.37M +$1.31M +13,220 +32%
NL
174
NWAM LLC
Washington
$5.32M +$735K +7,445 +16%
SI
175
SII Investments
Wisconsin
$5.28M +$139K +1,403 +3%
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