BIT
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BlackRock Institutional Trust’s IDEX IEX Stock Holding History

BlackRock Institutional Trust’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 		$212M Buy
2,356,642
+133,566
+6% +$12.1M 0.03% 560
2016
Q3 		$208M Sell
2,223,076
-24,079
-1% -$2.17M 0.03% 538
2016
Q2 		$184M Sell
2,247,155
-126,022
-5% -$10.5M 0.03% 577
2016
Q1 		$197M Buy
2,373,177
+179,710
+8% +$13.5M 0.03% 544
2015
Q4 		$168M Buy
2,193,467
+20,681
+1% +$1.58M 0.03% 610
2015
Q3 		$155M Buy
2,172,786
+19,784
+0.9% +$1.46M 0.03% 636
2015
Q2 		$169M Sell
2,153,002
-78,404
-4% -$6.07M 0.03% 641
2015
Q1 		$169M Buy
2,231,406
+100,476
+5% +$7.56M 0.03% 644
2014
Q4 		$166M Sell
2,130,930
-697
-0% -$51.9K 0.03% 627
2014
Q3 		$154M Sell
2,131,627
-48,226
-2% -$3.72M 0.03% 625
2014
Q2 		$176M Sell
2,179,853
-154,704
-7% -$11.7M 0.03% 587
2014
Q1 		$170M Buy
2,334,557
+151,530
+7% +$11M 0.03% 598
2013
Q4 		$161M Buy
2,183,027
+73,359
+3% +$5.1M 0.03% 596
2013
Q3 		$138M Sell
2,109,668
-109,519
-5% -$6.62M 0.03% 624
2013
Q2 		$119M Buy
+2,219,187
New +$118M 0.02% 664

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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