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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 %
FNBOO
151
First National Bank of Omaha
Nebraska
$7.94M -$179K -1,738 -2%
MCM
152
MAI Capital Management
Ohio
$7.62M +$222K +2,152 +3%
OCM
153
One Capital Management
California
$7.55M -$373K -3,614 -5%
William Blair & Company
154
William Blair & Company
Illinois
$7.39M -$722K -6,997 -9%
AWMG
155
Alliance Wealth Management Group
New Jersey
$7.24M -$204K -1,975 -3%
LNC
156
Lincoln National Corp
Pennsylvania
$7.21M -$76.3K -739 -1%
TC
157
Telemus Capital
Michigan
$7.05M -$115K -1,112 -2%
Mariner
158
Mariner
Kansas
$6.98M +$104K +1,004 +2%
AL
159
Aspiriant LLC
California
$6.88M -$615K -5,962 -8%
FMBTD
160
First Midwest Bank Trust Division
Illinois
$6.88M -$2.57M -24,870 -27%
UB
161
UMB Bank
Missouri
$6.72M -$4.98M -48,235 -43%
PI
162
PineBridge Investments
New York
$6.58M +$937K +9,071 +17%
HS
163
Horan Securities
United States
$6.52M +$1.57M +14,747 +32%
LWA
164
Lenox Wealth Advisors
New York
$6.19M -$51.6K -500 -0.8%
WSFS
165
Wilmington Savings Fund Society
Delaware
$6.17M -$224K -2,167 -3%
SIM
166
SSI Investment Management
California
$6.16M – – –
HFS
167
HL Financial Services
Kentucky
$6.03M -$350K -3,388 -5%
BPB
168
Badgley, Phelps & Bell
Washington
$6.02M +$838K +8,119 +16%
AssetMark Inc
169
AssetMark Inc
California
$5.97M -$1.22M -11,855 -17%
CB
170
Community Bank
New York
$5.71M -$65.9K -638 -1%
FA
171
FC Advisory
Pennsylvania
$5.71M -$24.7K -239 -0.4%
SI
172
SII Investments
Wisconsin
$5.69M +$188K +1,819 +3%
AMG
173
Asset Management Group
Connecticut
$5.57M -$178K -1,726 -3%
IAA
174
Ironsides Asset Advisors
North Carolina
$5.53M -$604K -5,853 -10%
KT
175
Kanaly Trust
Texas
$5.52M -$27.7M -268,528 -83%
5 6
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