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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 %
TI
351
Truepoint Inc
Ohio
$912K -$273K -2,588 -23%
SMC
352
Smith, Moore & Co
Missouri
$911K +$44.1K +417 +5%
NCMW
353
Northern Capital Management (Wisconsin)
Wisconsin
$902K – – –
BAS
354
Brown Advisory Securities
Maryland
$900K +$64.3K +609 +8%
HCIA
355
Hochman Cole Investment Advisors
Illinois
$889K +$55.2K +523 +7%
AA
356
Ancora Advisors
Ohio
$852K +$2.96K +28 +0.3%
FHB
357
First Hawaiian Bank
Hawaii
$851K – – –
MWM
358
Modera Wealth Management
New Jersey
$849K -$6.87K -65 -0.8%
FFC
359
First Financial Corp
Indiana
$829K -$1.81M -17,091 -69%
FC
360
Forte Capital
New York
$823K -$10.6K -100 -1%
TWA
361
TCI Wealth Advisors
Arizona
$815K – – –
VKH
362
Virtu KCG Holdings
New York
$810K -$1.8M -17,066 -69%
FPTW
363
Franklin, Parlapiano, Turner & Welch
Texas
$808K -$159K -1,506 -16%
CC
364
Courier Capital
New York
$808K +$26.4K +250 +3%
TNB
365
Thomasville National Bank
Georgia
$800K – – –
Victory Capital Management
366
Victory Capital Management
Texas
$785K – – –
SIC
367
Sigma Investment Counselors
Michigan
$781K +$36K +341 +5%
DRS
368
Deane Retirement Strategies
Louisiana
$779K -$13.2K -125 -2%
SCA
369
Stonebridge Capital Advisors
Minnesota
$766K +$766K +7,250 New
CPIM
370
Columbia Partners Investment Management
Virginia
$766K +$766K +7,253 New
PTC
371
Private Trust Company
Ohio
$765K +$123K +1,169 +19%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$743K +$78.4K +743 +12%
SSB
373
Sandy Spring Bank
Maryland
$737K +$26.3K +249 +4%
BIC
374
Bridges Investment Counsel
Nebraska
$723K +$50.2K +475 +7%
DDPIC
375
Deroy & Devereaux Private Investment Counsel
Michigan
$720K -$80.8K -765 -10%
13 14
15
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