BlackRock Institutional Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

BlackRock Institutional Trust’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$197M	Buy	1,759,492 +1,593,097	+957%	+$172M	0.03%	586
2016 Q3	$17.6M	Sell	166,395 -648,403	-80%	-$68.4M	﹤0.01%	1973
2016 Q2	$84.1M	Buy	814,798 +701,135	+617%	+$70.8M	0.01%	948
2016 Q1	$11.2M	Sell	113,663 -225,279	-66%	-$21.1M	﹤0.01%	2192
2015 Q4	$33.2M	Sell	338,942 -146,086	-30%	-$14.5M	0.01%	1521
2015 Q3	$45.2M	Sell	485,028 -261,503	-35%	-$26M	0.01%	1281
2015 Q2	$77M	Buy	746,531 +639,932	+600%	+$67.1M	0.01%	1057
2015 Q1	$11M	Sell	106,599 -141,918	-57%	-$14.7M	﹤0.01%	2338
2014 Q4	$25.9M	Sell	248,517 -414,149	-62%	-$42.2M	﹤0.01%	1737
2014 Q3	$66.3M	Sell	662,666 -122,166	-16%	-$12.4M	0.01%	1089
2014 Q2	$79.5M	Buy	784,832 +593,516	+310%	+$58.2M	0.01%	1025
2014 Q1	$18.5M	Sell	191,316 -111,495	-37%	-$10.4M	﹤0.01%	2011
2013 Q4	$28.5M	Buy	302,811 +154,996	+105%	+$14.1M	0.01%	1679
2013 Q3	$12.7M	Buy	147,815 +108,407	+275%	+$9.41M	﹤0.01%	2183
2013 Q2	$3.3M	Buy	+39,408	New	+$3.28M	﹤0.01%	2874

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

BlackRock Institutional Trust's IWD Position: Q4 2016 in Review

BlackRock Institutional Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 957% in Q4 2016, buying an estimated $172M and bringing the position to 1,759,492 shares worth $197M. The position accounts for 0.03% of the portfolio, ranked #586.

BlackRock Institutional Trust first reported a position in IWD in Q2 2013 and has held it in 15 quarters since. 690 funds tracked by Wall St. Rank hold IWD as of Q4 2016.

BlackRock Institutional Trust held 1,759,492 shares of iShares Russell 1000 Value ETF worth $197M as of Q4 2016.
BlackRock Institutional Trust bought 1,593,097 iShares Russell 1000 Value ETF shares in Q4 2016, an estimated $172M.
iShares Russell 1000 Value ETF made up 0.03% of BlackRock Institutional Trust's portfolio in Q4 2016, its #586 holding.
BlackRock Institutional Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 15 quarters since.
690 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2016.

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