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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 %
SCM
276
SOL Capital Management
Maryland
$1.97M – – –
EAM
277
Evanson Asset Management
California
$1.96M +$3.91K +37 +0.2%
FMC
278
First Merchants Corp
Indiana
$1.96M -$145K -1,375 -7%
GC
279
Garde Capital
Washington
$1.94M +$407K +4,358 +26%
QCG
280
Quadrant Capital Group
Ohio
$1.93M -$83.5K -795 -4%
CW
281
Cobiz Wealth
Colorado
$1.93M +$274K +2,598 +17%
SC
282
SouthState Corp
Florida
$1.88M +$37.6K +356 +2%
MGIA
283
Moneta Group Investment Advisors
Missouri
$1.85M – – –
BB
284
Busey Bank
Illinois
$1.84M +$1.84M +17,463 New
MMG
285
Monetary Management Group
Missouri
$1.83M +$174K +1,650 +10%
ACM
286
Aviance Capital Management
Florida
$1.83M +$321K +3,043 +21%
CBU
287
CIBC Bank USA
Illinois
$1.82M -$210K -1,984 -10%
FIM
288
Freedom Investment Management
Connecticut
$1.81M +$666K +6,308 +58%
VanEck Associates
289
VanEck Associates
New York
$1.8M +$1.15M +10,927 +180%
FTIOP
290
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.77M +$1.06K +10 +0.1%
BSW
291
Buckingham Strategic Wealth
Missouri
$1.69M -$196K -1,853 -10%
VFA
292
Voya Financial Advisors
Connecticut
$1.66M +$194K +1,856 +13%
CCT
293
Chemung Canal Trust
New York
$1.66M -$90.8K -860 -5%
BCM
294
BTC Capital Management
Iowa
$1.64M -$1.67M -15,770 -50%
CT
295
Coastline Trust
Rhode Island
$1.64M -$170K -1,605 -9%
AB
296
Atlas Brown
Kentucky
$1.64M -$89.4K -847 -5%
KCM
297
Karp Capital Management
California
$1.62M +$372K +3,527 +30%
Wolverine Trading
298
Wolverine Trading
Illinois
$1.6M +$1.6M +15,309 New
WA
299
WealthTrust-Arizona
Arizona
$1.59M +$317 +3 +0%
Fiera Capital (Canada)
300
Fiera Capital (Canada)
Quebec, Canada
$1.58M +$422 +4 +0%
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