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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 %
BC
201
Brinker Capital
Pennsylvania
$3.68M +$766K +7,751 +26%
UR
202
USCA RIA
Texas
$3.64M +$3.64M +36,826 New
SG Americas Securities
203
SG Americas Securities
New York
$3.52M +$3.52M +35,624 New
WSTAM
204
Wilbanks Smith & Thomas Asset Management
Virginia
$3.43M -$156K -1,580 -4%
JFG
205
JMG Financial Group
Illinois
$3.36M -$90.2K -913 -3%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$3.35M -$26.9K -272 -0.8%
FSA
207
Financial Sense Advisors
California
$3.31M -$338K -3,417 -9%
GA
208
GFS Advisors
Texas
$3.25M -$21K -213 -0.6%
AWP
209
Ascent Wealth Partners
New York
$3.24M -$21.4K -217 -0.7%
AW
210
ACG Wealth
Georgia
$3.19M +$55.4K +561 +2%
BAM
211
Berkshire Asset Management
Pennsylvania
$3.18M +$357K +3,610 +13%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$3.1M -$219K -2,212 -7%
Kayne Anderson Rudnick Investment Management
213
Kayne Anderson Rudnick Investment Management
California
$3.09M -$4.3M -43,555 -58%
MFW
214
Mosaic Family Wealth
Missouri
$3.08M -$2.57M -26,057 -46%
FIB
215
First Interstate Bank
Montana
$2.99M +$3.46K +35 +0.1%
WTC
216
WhitTier Trust Company
Nevada
$2.96M +$172K +1,745 +6%
CGL
217
Clarius Group LLC
Washington
$2.94M +$182K +1,844 +7%
MA
218
MUFG Americas
New York
$2.89M +$11K +111 +0.4%
Aristotle Capital Management
219
Aristotle Capital Management
California
$2.87M -$69.2K -700 -2%
FIMS
220
FBL Investment Management Services
Iowa
$2.86M – – –
WAM
221
Wolverine Asset Management
Illinois
$2.78M +$955K +9,664 +52%
Comerica Bank
222
Comerica Bank
Texas
$2.72M +$189K +1,891 +7%
CA
223
Cornerstone Advisory
Maryland
$2.69M -$61.7K -624 -2%
SLT
224
St Louis Trust
Missouri
$2.68M +$7.21K +73 +0.3%
NPC
225
National Planning Corporation
California
$2.65M +$578K +5,776 +28%
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