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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.23B 21,599,040 +2,285,145 +12%
EFS
2
Edelman Financial Services
Virginia
$1.93B 18,670,058 +366,603 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.57B 15,177,152 +502,617 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.29B 12,518,396 +348,951 +3%
Goldman Sachs
5
Goldman Sachs
New York
$807M 7,819,041 +42,358 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$692M 6,707,171 +579,368 +9%
RJA
7
Raymond James & Associates
Florida
$623M 6,039,447 +301,142 +5%
American Century Companies
8
American Century Companies
Missouri
$603M 5,838,313 +409,819 +8%
Wells Fargo
9
Wells Fargo
California
$593M 5,741,270 +96,978 +2%
TCT
10
TIAA CREF Trust
Missouri
$486M 4,704,395 +313,553 +7%
SB
11
Suntrust Banks
Georgia
$479M 4,642,835 +323,743 +7%
UBS Group
12
UBS Group
Switzerland
$409M 3,958,193 +107,906 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$385M 3,725,033 +161,796 +5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$345M 3,344,267 -45,279 -1%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$337M 3,268,900 -173,800 -5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$259M 2,508,468 +119,891 +5%
SF
17
Synovus Financial
Georgia
$250M 2,418,158 +30,456 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$216M 2,095,171 +15,746 +0.8%
CB
19
Commerce Bank
Missouri
$177M 1,714,673 -31,606 -2%
M&T Bank
20
M&T Bank
New York
$177M 1,710,891 +184,836 +12%
ECM
21
ETrade Capital Management
Virginia
$161M 1,558,986 -23,537 -1%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$127M 1,233,862 +695,872 +129%
EVM
23
Eaton Vance Management
Massachusetts
$126M 1,221,665 +991,870 +432%
SLI
24
Symetra Life Insurance
Washington
$108M 1,045,335 – –
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$98.7M 955,986 +17,537 +2%
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