BIT
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BlackRock Institutional Trust’s Invesco IVZ Stock Holding History

BlackRock Institutional Trust’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$347M Sell
11,442,051
-82,619
-0.7% -$2.54M 0.05% 367
2016
Q3 		$360M Buy
11,524,670
+245,444
+2% +$7.21M 0.06% 347
2016
Q2 		$288M Buy
11,279,226
+34,059
+0.3% +$1.01M 0.05% 400
2016
Q1 		$346M Sell
11,245,167
-604,509
-5% -$17.4M 0.06% 333
2015
Q4 		$397M Sell
11,849,676
-911,986
-7% -$29.9M 0.07% 299
2015
Q3 		$399M Sell
12,761,662
-589,102
-4% -$21M 0.07% 287
2015
Q2 		$501M Buy
13,350,764
+1,223,944
+10% +$49M 0.08% 250
2015
Q1 		$481M Buy
12,126,820
+804,183
+7% +$31.4M 0.07% 270
2014
Q4 		$447M Buy
11,322,637
+138,840
+1% +$5.47M 0.07% 282
2014
Q3 		$442M Buy
11,183,797
+15,096
+0.1% +$594K 0.07% 259
2014
Q2 		$422M Sell
11,168,701
-192,194
-2% -$6.95M 0.07% 268
2014
Q1 		$420M Sell
11,360,895
-221,579
-2% -$7.68M 0.07% 266
2013
Q4 		$422M Sell
11,582,474
-5,868
-0.1% -$199K 0.07% 260
2013
Q3 		$370M Sell
11,588,342
-192,104
-2% -$6.13M 0.07% 275
2013
Q2 		$375M Buy
+11,780,446
New +$377M 0.08% 258

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return