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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 %
RCAG
176
Rehmann Capital Advisory Group
Michigan
$5.28M -$5.63M -56,966 -52%
MFP
177
Mosaic Financial Partners
California
$5.1M -$201K -2,035 -4%
GT
178
Glenmede Trust
Pennsylvania
$5.05M -$822K -8,322 -14%
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.97M -$268K -2,714 -5%
BPB
180
Badgley, Phelps & Bell
Washington
$4.96M -$4.45M -45,051 -47%
BF
181
BOK Financial
Oklahoma
$4.89M +$236K +2,389 +5%
AIA
182
Arbor Investment Advisors
North Carolina
$4.82M -$911K -9,224 -16%
HS
183
Horan Securities
United States
$4.75M +$4.75M +46,693 New
SWP
184
Stratos Wealth Partners
Ohio
$4.57M +$1.22M +12,370 +37%
1IA
185
1834 Investment Advisors
Wisconsin
$4.55M -$14.8K -150 -0.3%
FAAS
186
First Allied Advisory Services
California
$4.47M +$457K +4,620 +11%
FUBT
187
First United Bank & Trust
Maryland
$4.38M +$54.2K +549 +1%
SIA
188
Starfire Investment Advisers
Michigan
$4.37M +$399K +4,040 +10%
P
189
Pitcairn
Pennsylvania
$4.35M -$2.85M -28,895 -40%
ABC
190
Associated Banc-Corp
Wisconsin
$4.34M -$62.3K -630 -1%
RTS
191
Round Table Services
New Jersey
$4.31M -$126K -1,280 -3%
LFG
192
LifePlan Financial Group
Ohio
$4.3M -$79.7K -807 -2%
DW
193
Domani Wealth
Pennsylvania
$4.29M -$43.4K -439 -1%
DPI
194
Diversified Portfolios Inc
Michigan
$3.96M -$40.6K -411 -1%
BOS
195
Bingham Osborn & Scarborough
California
$3.95M -$464K -4,698 -11%
TG
196
Threshold Group
Washington
$3.94M +$502K +5,084 +15%
DIA
197
Denver Investment Advisors
Colorado
$3.93M +$511K +5,169 +15%
VF
198
Virtu Financial
New York
$3.85M +$3.85M +38,944 New
WT
199
Whittier Trust
California
$3.8M -$2.17K -22 -0.1%
SCG
200
Sonata Capital Group
Washington
$3.72M +$24K +243 +0.6%
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