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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 %
Fiera Capital (Canada)
326
Fiera Capital (Canada)
Quebec, Canada
$1.8M +$125K +1,113 +7%
SQA
327
Simon Quick Advisors
New Jersey
$1.75M +$1.75M +15,610 New
BSW
328
Buckingham Strategic Wealth
Missouri
$1.74M -$56K -500 -3%
ClearBridge Investments
329
ClearBridge Investments
New York
$1.71M +$1.71M +15,239 New
BIC
330
Bridges Investment Counsel
Nebraska
$1.68M +$914K +8,160 +119%
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$1.68M +$1.59M +14,230 +1,848%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$1.68M +$1.68M +14,958 New
CWM
333
Concert Wealth Management
California
$1.67M +$167K +1,495 +11%
PFM
334
Phillips Financial Management
Indiana
$1.67M -$15.5K -137 -0.9%
WA
335
Winfield Associates
Ohio
$1.66M +$493K +4,400 +42%
SCA
336
Stillwater Capital Advisors
Pennsylvania
$1.65M +$495K +4,415 +43%
GC
337
Garde Capital
Washington
$1.65M -$686K -6,122 -29%
AB
338
Atlas Brown
Kentucky
$1.64M – – –
CT
339
Coastline Trust
Rhode Island
$1.63M -$114K -1,014 -7%
GLA
340
Great Lakes Advisors
Illinois
$1.57M +$1.13M +10,051 +255%
CW
341
Cobiz Wealth
Colorado
$1.52M -$523K -4,665 -26%
CFA
342
Cahill Financial Advisors
Minnesota
$1.51M +$2.69K +24 +0.2%
RPG
343
Risk Paradigm Group
Texas
$1.49M -$84.7K -756 -5%
SC
344
Savant Capital
Illinois
$1.49M +$4.37K +39 +0.3%
RIL
345
Rothschild Investment LLC
Illinois
$1.46M +$1.13M +10,098 +349%
BP
346
Ballentine Partners
Massachusetts
$1.43M – – –
NEPWA
347
New England Private Wealth Advisors
Massachusetts
$1.43M +$8.62K +77 +0.6%
TG
348
TCW Group
California
$1.36M +$1.36M +12,167 New
MAM
349
Meeder Asset Management
Ohio
$1.36M +$269K +2,400 +25%
DT
350
Diversified Trust
Tennessee
$1.34M +$42.8K +382 +3%
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