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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 %
SCA
326
Stillwater Capital Advisors
Pennsylvania
$1.09M -$20.1K -190 -2%
MCM
327
Manchester Capital Management
Vermont
$1.08M +$2.96K +28 +0.3%
NFG
328
Nations Financial Group
Iowa
$1.08M +$1.48K +14 +0.1%
RBC
329
Ronald Blue & Co
Georgia
$1.08M -$74K -701 -6%
MAS
330
Madden Advisory Services
Florida
$1.06M – – –
IWM
331
Integrated Wealth Management
California
$1.06M +$93.4K +885 +10%
RWA
332
RGT Wealth Advisors
Texas
$1.06M +$1.06M +9,994 New
TIM
333
Tortoise Investment Management
New York
$1.03M – – –
MAM
334
Meeder Asset Management
Ohio
$1.03M +$530K +5,019 +107%
CFG
335
Citizens Financial Group
Rhode Island
$1.01M -$142K -1,349 -12%
HB
336
Homrich & Berg
Georgia
$994K +$1.37K +13 +0.1%
AAM
337
Autus Asset Management
Arizona
$994K +$34.7K +329 +4%
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$972K +$634 +6 +0.1%
MHS
339
M Holdings Securities
Oregon
$971K -$46.1K -437 -5%
NIMC
340
NWQ Investment Management Company
California
$970K +$240K +2,272 +33%
I
341
IberiaBank
Louisiana
$963K +$29.6K +280 +3%
CM
342
Cornerstone Management
Georgia
$959K – – –
PFA
343
Pure Financial Advisors
California
$954K -$17.3K -164 -2%
Barclays
344
Barclays
United Kingdom
$949K +$949K +8,982 New
OCG
345
Opus Capital Group
Ohio
$940K – – –
SCA
346
STALEY CAPITAL ADVISERS
Pennsylvania
$936K – – –
ST
347
Spinnaker Trust
Maine
$932K – – –
BCP
348
Berkeley Capital Partners
Georgia
$929K +$24.7K +234 +3%
RC
349
Rinet Company
Massachusetts
$924K +$1.8K +17 +0.2%
3AM
350
3D Asset Management
Connecticut
$914K -$44.1K -418 -5%
12 13
14
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