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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 %
WAM
301
Wolverine Asset Management
Illinois
$1.57M -$1.14M -10,794 -42%
PFM
302
Phillips Financial Management
Indiana
$1.55M -$17.6K -169 -1%
RPG
303
Risk Paradigm Group
Texas
$1.48M +$1.48M +14,056 New
Lido Advisors
304
Lido Advisors
California
$1.48M +$1.14M +10,783 +336%
BJL
305
Brighton Jones LLC
Washington
$1.46M -$27.6K -261 -2%
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$1.44M +$979K +7,473 +212%
CFA
307
Cahill Financial Advisors
Minnesota
$1.43M +$21.8K +206 +2%
CWM
308
Concert Wealth Management
California
$1.42M -$195K -1,848 -12%
ACM
309
Argentus Capital Management
Texas
$1.4M +$596K +5,642 +74%
SC
310
Savant Capital
Illinois
$1.4M – – –
BP
311
Ballentine Partners
Massachusetts
$1.35M – – –
HWM
312
Highwater Wealth Management
Colorado
$1.34M +$1.34M +12,714 New
CI
313
Cavalier Investments
Georgia
$1.34M +$1.34M +12,693 New
NEPWA
314
New England Private Wealth Advisors
Massachusetts
$1.34M +$6.54K +62 +0.5%
HSA
315
HBK Sorce Advisory
Pennsylvania
$1.25M -$24.4K -231 -2%
DT
316
Diversified Trust
Tennessee
$1.23M +$148K +1,406 +14%
SBSB
317
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.19M +$98.3K +931 +9%
HTC
318
Haverford Trust Company
Pennsylvania
$1.12M – – –
PAG
319
Pinnacle Advisory Group
Maryland
$1.12M +$1.12M +10,696 New
GA
320
Geneva Advisors
Illinois
$1.12M +$3.7K +35 +0.3%
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$1.11M +$1.03M +9,718 +1,178%
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$157K +1,491 +17%
Chevy Chase Trust
323
Chevy Chase Trust
Maryland
$1.1M +$585K +5,540 +113%
WA
324
Winfield Associates
Ohio
$1.1M +$561K +5,310 +104%
VWA
325
V Wealth Advisors
Kansas
$1.1M +$113K +1,070 +11%
11 12
13
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