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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
+$239M
2
BL
Balentine LLC
Georgia
+$232M
3
PPA
Parametric Portfolio Associates
Washington
+$187M
4
BIT
BlackRock Institutional Trust
California
+$178M
5
Morgan Stanley
Morgan Stanley
New York
+$102M

Top Sellers

1
TA
Teachers Advisors
New York
-$73M
2
Bank of America
Bank of America
North Carolina
-$71.2M
3
American Century Companies
American Century Companies
Missouri
-$36.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$32.5M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
251
WhitTier Trust Company
Nevada
$3.61M +$47.8K +427 +1%
FMBTD
252
First Midwest Bank Trust Division
Illinois
$3.58M -$1.38M -12,357 -28%
FSA
253
Financial Sense Advisors
California
$3.57M +$215K +1,917 +6%
DIA
254
Dana Investment Advisors
Wisconsin
$3.46M +$3.46M +30,872 New
MA
255
MUFG Americas
New York
$3.45M +$27.1K +242 +0.8%
PA
256
Parallel Advisors
California
$3.4M +$3.4M +30,385 New
BAM
257
Berkshire Asset Management
Pennsylvania
$3.38M -$27.4K -245 -0.8%
CS
258
Credit Suisse
Switzerland
$3.36M +$3.36M +30,000 New
OA
259
Opes Advisors
California
$3.33M +$3.33M +29,716 New
FIB
260
First Interstate Bank
Montana
$3.27M -$27.4K -245 -0.8%
OFG
261
Oxford Financial Group
Indiana
$3.27M +$3.27M +29,140 New
FIMS
262
FBL Investment Management Services
Iowa
$3.25M -$27.4K -245 -0.8%
Bessemer Group
263
Bessemer Group
New Jersey
$3.15M +$307K +2,741 +11%
Two Sigma Investments
264
Two Sigma Investments
New York
$3.13M +$2.52M +22,498 +416%
AB
265
Amalgamated Bank
New York
$3.06M +$154K +1,370 +5%
GA
266
GFS Advisors
Texas
$3.05M -$701K -6,259 -19%
MFW
267
Mosaic Family Wealth
Missouri
$3.04M -$198K -1,768 -6%
PIM
268
Parasol Investment Management
Illinois
$2.97M -$1.54M -13,775 -34%
SLT
269
St Louis Trust
Missouri
$2.96M -$34.2K -305 -1%
CA
270
Cornerstone Advisory
Maryland
$2.95M +$14.3K +128 +0.5%
RCM
271
RNC Capital Management
California
$2.82M +$2.82M +25,175 New
FTS
272
Fifth Third Securities
Ohio
$2.8M -$2.51M -22,391 -47%
WIC
273
Whitegate Investment Counselors
New Hampshire
$2.78M +$10.4K +93 +0.4%
PI
274
Putnam Investments
Massachusetts
$2.77M -$5.38K -48 -0.2%
ST
275
Sageworth Trust
Pennsylvania
$2.75M – – –
9 10
11
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