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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
+$327M
3
PPA
Parametric Portfolio Associates
Washington
+$283M
4
TA
Teachers Advisors
New York
+$81.8M
5
RJA
Raymond James & Associates
Florida
+$74.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$83M
2
BIT
BlackRock Institutional Trust
California
-$68.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$49.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$47.9M
5
SB
Suntrust Banks
Georgia
-$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
Putnam Investments
Massachusetts
$2.62M -$166K -1,570 -6%
WIC
252
Whitegate Investment Counselors
New Hampshire
$2.61M +$11.5K +109 +0.4%
ST
253
Sageworth Trust
Pennsylvania
$2.59M – – –
SFA
254
Sequoia Financial Advisors
Ohio
$2.57M -$6.03M -59,384 -70%
FDCC
255
Foster Dykema Cabot & Co
Massachusetts
$2.51M +$2.51M +23,766 New
CDIA
256
Capital Directions Investment Advisors
Georgia
$2.49M -$6.34K -60 -0.3%
MWM
257
Mission Wealth Management
California
$2.48M -$11K -104 -0.4%
PAS
258
Partnervest Advisory Services
California
$2.42M +$87K +824 +4%
MYLI
259
Meiji Yasuda Life Insurance
Japan
$2.42M +$2.42M +22,900 New
NB
260
Nicolet Bankshares
Wisconsin
$2.39M +$111K +1,049 +5%
RWG
261
Regal Wealth Group
California
$2.32M +$21.4K +203 +0.9%
DMC
262
Drexel Morgan & Co
Pennsylvania
$2.31M +$96K +909 +4%
FCBT
263
First Citizens Bank & Trust
North Carolina
$2.26M +$1.42M +13,407 +167%
FA
264
FCG Advisors
New Jersey
$2.23M -$96.4K -913 -4%
AIM
265
Allen Investment Management
New York
$2.21M – – –
AI
266
Atria Investments
North Carolina
$2.15M -$171K -1,618 -7%
FT
267
Fiduciary Trust
Massachusetts
$2.15M +$8.24K +78 +0.4%
HCM
268
HM Capital Management
Missouri
$2.13M -$167K -1,583 -7%
OPCM
269
Osborne Partners Capital Management
California
$2.11M – – –
AAS
270
Annex Advisory Services
Wisconsin
$2.1M -$107K -1,017 -5%
IP
271
Investment Partners
Ohio
$2.09M +$322K +3,047 +18%
FFA
272
Fragasso Financial Advisors
Pennsylvania
$2.06M -$140K -1,330 -6%
CCM
273
Colorado Capital Management
Colorado
$2.01M -$45.3K -429 -2%
MLICM
274
Metropolitan Life Insurance Company (MetLife)
New York
$2.01M -$6.44M -61,000 -76%
BOH
275
Bank of Hawaii
Hawaii
$2.01M – – –
9 10
11
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