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BlackRock Fund Advisors’s IDEX IEX Stock Holding History

BlackRock Fund Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$263M Buy
2,919,008
+150,068
+5% +$13.6M 0.05% 455
2016
Q3 		$259M Buy
2,768,940
+112,921
+4% +$10.2M 0.05% 417
2016
Q2 		$218M Buy
2,656,019
+119,261
+5% +$9.92M 0.05% 452
2016
Q1 		$210M Sell
2,536,758
-41,223
-2% -$3.09M 0.05% 471
2015
Q4 		$197M Buy
2,577,981
+107,474
+4% +$8.23M 0.05% 494
2015
Q3 		$176M Buy
2,470,507
+17,295
+0.7% +$1.27M 0.05% 510
2015
Q2 		$193M Buy
2,453,212
+104,074
+4% +$8.06M 0.05% 498
2015
Q1 		$178M Buy
2,349,138
+112,889
+5% +$8.5M 0.04% 567
2014
Q4 		$174M Sell
2,236,249
-55,289
-2% -$4.12M 0.04% 529
2014
Q3 		$166M Buy
2,291,538
+77,033
+3% +$5.94M 0.05% 487
2014
Q2 		$179M Buy
2,214,505
+93,854
+4% +$7.1M 0.05% 451
2014
Q1 		$155M Sell
2,120,651
-149,646
-7% -$10.9M 0.05% 521
2013
Q4 		$168M Buy
2,270,297
+226,549
+11% +$15.7M 0.05% 464
2013
Q3 		$133M Buy
2,043,748
+69,513
+4% +$4.2M 0.05% 545
2013
Q2 		$106M Buy
+1,974,235
New +$105M 0.04% 622

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Fund Advisors's IEX Position: Q4 2016 in Review

BlackRock Fund Advisors increased its IDEX (IEX) stake by 5.4% in Q4 2016, buying an estimated $13.6M and bringing the position to 2,919,008 shares worth $263M. The position accounts for 0.05% of the portfolio, ranked #455.

BlackRock Fund Advisors first reported a position in IEX in Q2 2013 and has held it in 15 quarters since. 326 funds tracked by Wall St. Rank hold IEX as of Q4 2016.

  • BlackRock Fund Advisors held 2,919,008 shares of IDEX worth $263M as of Q4 2016.
  • BlackRock Fund Advisors bought 150,068 IDEX shares in Q4 2016, an estimated $13.6M.
  • IDEX made up 0.05% of BlackRock Fund Advisors's portfolio in Q4 2016, its #455 holding.
  • BlackRock Fund Advisors first reported a position in IDEX in Q2 2013 and has held it in 15 quarters since.
  • 326 funds tracked by Wall St. Rank held IDEX as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.