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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 %
FIM
301
Freedom Investment Management
Connecticut
$2.2M +$280K +2,496 +15%
SCM
302
SOL Capital Management
Maryland
$2.17M +$89.6K +800 +4%
CCM
303
Colorado Capital Management
Colorado
$2.14M -$112 -1 -0%
FFA
304
Fragasso Financial Advisors
Pennsylvania
$2.12M -$67.7K -604 -3%
EAM
305
Evanson Asset Management
California
$2.09M +$8.07K +72 +0.4%
FMC
306
First Merchants Corp
Indiana
$2.08M +$3.14K +28 +0.2%
SSWM
307
Sheets Smith Wealth Management
North Carolina
$2.08M +$2.08M +18,547 New
MGIA
308
Moneta Group Investment Advisors
Missouri
$2.06M +$90.9K +811 +5%
QCG
309
Quadrant Capital Group
Ohio
$2.05M – – –
HCM
310
HM Capital Management
Missouri
$2.05M -$214K -1,906 -9%
FT
311
Fiduciary Trust
Massachusetts
$2.04M -$235K -2,100 -10%
ACA
312
Anchor Capital Advisors
Massachusetts
$2M +$1.43M +12,775 +252%
KCM
313
Karp Capital Management
California
$1.98M +$271K +2,416 +16%
FTIOP
314
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.97M +$84.9K +758 +5%
BOH
315
Bank of Hawaii
Hawaii
$1.96M -$169K -1,505 -8%
BB
316
Busey Bank
Illinois
$1.96M – – –
VFA
317
Voya Financial Advisors
Connecticut
$1.94M +$158K +1,413 +9%
MMG
318
Monetary Management Group
Missouri
$1.93M -$19.6K -175 -1%
CBU
319
CIBC Bank USA
Illinois
$1.93M -$4.26K -38 -0.2%
SFA
320
Sequoia Financial Advisors
Ohio
$1.92M -$761K -7,183 -28%
SC
321
SouthState Corp
Florida
$1.9M -$94.2K -841 -5%
HWM
322
Highwater Wealth Management
Colorado
$1.88M +$451K +4,025 +32%
MWP
323
MYCIO Wealth Partners
Pennsylvania
$1.88M +$1.51M +13,472 +412%
Neuberger Berman Group
324
Neuberger Berman Group
New York
$1.86M +$1.59M +14,239 +595%
BFA
325
Beaumont Financial Advisors
Massachusetts
$1.83M -$2.36M -21,053 -56%
11 12
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