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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 %
SFG
276
Sage Financial Group
Pennsylvania
$2.75M -$45.3K -404 -2%
AIM
277
Acropolis Investment Management
Missouri
$2.75M -$82.3K -735 -3%
MWM
278
Mission Wealth Management
California
$2.73M +$105K +937 +4%
VanEck Associates
279
VanEck Associates
New York
$2.72M +$812K +7,251 +43%
LPL Financial
280
LPL Financial
California
$2.71M -$5.68M -50,496 -68%
BTS
281
BB&T Securities
Virginia
$2.71M – – –
AI
282
Atria Investments
North Carolina
$2.71M +$431K +3,849 +19%
SSW
283
Smith Shellnut Wilson
Mississippi
$2.71M +$2.71M +24,172 New
CDIA
284
Capital Directions Investment Advisors
Georgia
$2.62M -$28.6K -255 -1%
TH
285
Timber Hill
Connecticut
$2.6M -$317K -2,831 -11%
NIS
286
National Investment Services
Wisconsin
$2.55M +$2.55M +22,732 New
RWG
287
Regal Wealth Group
California
$2.52M +$50.9K +454 +2%
FDCC
288
Foster Dykema Cabot & Co
Massachusetts
$2.5M -$162K -1,450 -6%
PAS
289
Partnervest Advisory Services
California
$2.46M -$107K -953 -4%
NB
290
Nicolet Bankshares
Wisconsin
$2.46M -$76.3K -681 -3%
FA
291
FCG Advisors
New Jersey
$2.42M +$59.4K +530 +3%
PV
292
Private Vista
Illinois
$2.4M -$857K -7,578 -26%
IP
293
Investment Partners
Ohio
$2.4M +$176K +1,570 +8%
Allianz Asset Management
294
Allianz Asset Management
Germany
$2.38M +$2.38M +21,205 New
AIM
295
Allen Investment Management
New York
$2.35M – – –
CSM
296
CAMG Solamere Management
North Carolina
$2.33M +$2.33M +20,800 New
BCM
297
BTC Capital Management
Iowa
$2.27M +$527K +4,700 +30%
OPCM
298
Osborne Partners Capital Management
California
$2.24M – – –
AAS
299
Annex Advisory Services
Wisconsin
$2.23M -$2.24K -20 -0.1%
Lido Advisors
300
Lido Advisors
California
$2.21M +$638K +5,695 +41%
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