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iShares Russell 1000 Value ETF
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Overview Fund Activity

688 hedge funds and large institutions have $23.1B invested in iShares Russell 1000 Value ETF in 2016 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 191 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+84
Holders Change %
+13.91%
% of All Funds
17.23%
Holding in Top 10
101
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.6%
% of All Funds
2.53%
New
124
Increased
258
Reduced
191
Closed
33
Calls
$14.4M
Puts
$12.8M
Net Calls
+$1.57M
Net Calls Change
-$339K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.29B
2
BL
Balentine LLC
Georgia
$598M
3
PPA
Parametric Portfolio Associates
Washington
$491M
4
BIT
BlackRock Institutional Trust
California
$197M
5
Morgan Stanley
Morgan Stanley
New York
$860M

Top Sellers

1
TA
Teachers Advisors
New York
$37.2M
2
Bank of America
Bank of America
North Carolina
$2.31B
3
American Century Companies
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
226
Associated Banc-Corp
Wisconsin
$4.43M -$403K -3,600 -8%
BOS
227
Bingham Osborn & Scarborough
California
$4.41M +$47.5K +424 +1%
WT
228
Whittier Trust
California
$4.39M -$36K -321 -0.8%
NYLIM
229
New York Life Investment Management
New York
$4.38M -$3.25M -29,022 -43%
SHJ
230
Sharkey, Howes & Javer
Colorado
$4.32M +$3.57M +31,881 +476%
DPI
231
Diversified Portfolios Inc
Michigan
$4.26M -$82.6K -737 -2%
MAS
232
Managed Account Services
Florida
$4.23M +$4.23M +37,755 New
BCM
233
Bridgeway Capital Management
Texas
$4.19M +$4.19M +37,400 New
JWM
234
Jackson Wealth Management
Florida
$4.19M +$4.19M +37,326 New
FHA
235
First Horizon Advisors
Tennessee
$4.17M – – –
IWM
236
IHT Wealth Management
Illinois
$4.08M +$4.08M +36,132 New
LWA
237
Lenox Wealth Advisors
New York
$4.06M -$1.21M -10,809 -23%
MFP
238
Mosaic Financial Partners
California
$4.06M -$343K -3,064 -8%
AIA
239
Arbor Investment Advisors
North Carolina
$4.03M -$1.25M -11,137 -24%
Macquarie Group
240
Macquarie Group
Australia
$4.01M +$4.01M +35,783 New
CGL
241
Clarius Group LLC
Washington
$3.91M +$68.7K +613 +2%
UR
242
USCA RIA
Texas
$3.9M -$387K -3,459 -9%
AW
243
ACG Wealth
Georgia
$3.9M +$420K +3,747 +12%
TG
244
Threshold Group
Washington
$3.85M -$39K -348 -1%
AWP
245
Ascent Wealth Partners
New York
$3.79M +$15.2K +136 +0.4%
JFG
246
JMG Financial Group
Illinois
$3.78M -$10.1K -90 -0.3%
DMC
247
Drexel Morgan & Co
Pennsylvania
$3.77M +$1.32M +11,751 +54%
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$3.75M -$21K -187 -0.6%
SEI Investments
249
SEI Investments
Pennsylvania
$3.74M -$20.8M -185,642 -85%
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$3.71M -$50.8K -453 -1%
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