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iShares Russell 1000 Value ETF
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Overview Fund Activity

604 hedge funds and large institutions have $20B invested in iShares Russell 1000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+8
Holders Change %
+1.34%
% of All Funds
16.14%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
2.49%
New
57
Increased
227
Reduced
198
Closed
38
Calls
$25.2M
Puts
$23.3M
Net Calls
+$1.91M
Net Calls Change
-$32.6M

Top Buyers

1
BL
Balentine LLC
Georgia
$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
PPA
Parametric Portfolio Associates
Washington
$287M
4
TA
Teachers Advisors
New York
$104M
5
RJA
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$46M
2
BIT
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
Suntrust Banks
Georgia
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$3.47M -$19.2K -182 -0.6%
CI
227
Cambiar Investors
Colorado
$3.39M +$3.39M +32,070 New
WTC
228
WhitTier Trust Company
Nevada
$3.36M +$120K +1,139 +4%
CS
229
Comerica Securities
Michigan
$3.35M +$319K +3,022 +11%
Comerica Bank
230
Comerica Bank
Texas
$3.34M +$479K +4,547 +17%
AW
231
ACG Wealth
Georgia
$3.28M -$248K -2,346 -7%
MA
232
MUFG Americas
New York
$3.23M -$196K -1,858 -6%
BAM
233
Berkshire Asset Management
Pennsylvania
$3.21M -$11.4K -108 -0.4%
FSA
234
Financial Sense Advisors
California
$3.16M -$299K -2,831 -9%
BC
235
Brinker Capital
Pennsylvania
$3.13M -$873K -8,264 -22%
Mariner
236
Mariner
Kansas
$3.11M -$4.02M -38,072 -56%
FIB
237
First Interstate Bank
Montana
$3.11M -$84.5K -800 -3%
FIMS
238
FBL Investment Management Services
Iowa
$3.09M – – –
MFW
239
Mosaic Family Wealth
Missouri
$3.06M -$94.5K -895 -3%
PV
240
Private Vista
Illinois
$2.94M +$714K +6,983 +32%
SLT
241
St Louis Trust
Missouri
$2.82M +$3.38K +32 +0.1%
CA
242
Cornerstone Advisory
Maryland
$2.76M -$109K -1,030 -4%
TH
243
Timber Hill
Connecticut
$2.75M -$15.1M -143,249 -85%
AB
244
Amalgamated Bank
New York
$2.74M +$710K +6,719 +35%
BTS
245
BB&T Securities
Virginia
$2.71M -$264K -2,497 -9%
Bessemer Group
246
Bessemer Group
New Jersey
$2.68M +$895K +8,471 +50%
Millennium Management
247
Millennium Management
New York
$2.67M +$395K +3,741 +17%
AIM
248
Acropolis Investment Management
Missouri
$2.67M -$17.1K -162 -0.6%
SFG
249
Sage Financial Group
Pennsylvania
$2.64M +$256K +2,427 +11%
NPC
250
National Planning Corporation
California
$2.63M -$31.1K -298 -1%
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