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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 %
PIM
201
Parasol Investment Management
Illinois
$4.22M -$2.71M -26,220 -39%
DPI
202
Diversified Portfolios Inc
Michigan
$4.15M +$14.7K +142 +0.4%
TG
203
Threshold Group
Washington
$4.09M -$18.7K -181 -0.5%
WT
204
Whittier Trust
California
$4.08M +$107K +1,037 +3%
BOS
205
Bingham Osborn & Scarborough
California
$4.04M -$80.4K -779 -2%
SCG
206
Sonata Capital Group
Washington
$4.04M +$152K +1,470 +4%
FHA
207
First Horizon Advisors
Tennessee
$4.01M -$1.96M -18,950 -33%
UR
208
USCA RIA
Texas
$3.98M +$177K +1,713 +5%
BC
209
Brinker Capital
Pennsylvania
$3.91M +$69.3K +671 +2%
PPA
210
Parametric Portfolio Associates
Washington
$3.69M -$2.39M -23,182 -39%
WSTAM
211
Wilbanks Smith & Thomas Asset Management
Virginia
$3.56M -$22.7K -220 -0.6%
JFG
212
JMG Financial Group
Illinois
$3.52M +$10.6K +103 +0.3%
HCMT
213
Highland Capital Management (Tennessee)
Tennessee
$3.52M +$1.89M +18,325 +116%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$3.5M +$1.65K +16 +0%
AWP
215
Ascent Wealth Partners
New York
$3.48M +$101K +981 +3%
AW
216
ACG Wealth
Georgia
$3.45M +$119K +1,153 +4%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$3.4M +$168K +1,631 +5%
JHC
218
JFB Holdings Corp
Georgia
$3.39M -$3.36M -32,549 -50%
FSA
219
Financial Sense Advisors
California
$3.38M -$73.3K -710 -2%
MA
220
MUFG Americas
New York
$3.35M +$331K +3,203 +11%
Jane Street
221
Jane Street
New York
$3.34M +$656K +6,352 +24%
GA
222
GFS Advisors
Texas
$3.32M -$76.8K -744 -2%
BCM
223
BTC Capital Management
Iowa
$3.24M +$2.12M +20,560 +191%
WTC
224
WhitTier Trust Company
Nevada
$3.17M +$77.4K +750 +3%
BAM
225
Berkshire Asset Management
Pennsylvania
$3.15M -$174K -1,690 -5%
7 8
9
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