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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 %
HSA
351
HBK Sorce Advisory
Pennsylvania
$1.32M -$7.51K -67 -0.6%
CCT
352
Chemung Canal Trust
New York
$1.31M -$447K -3,993 -25%
SBSB
353
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.27M – – –
PAG
354
Pinnacle Advisory Group
Maryland
$1.23M +$27.8K +248 +2%
CI
355
Cavalier Investments
Georgia
$1.22M -$204K -1,818 -14%
BAS
356
Brown Advisory Securities
Maryland
$1.21M +$257K +2,297 +27%
GRP
357
Global Retirement Partners
California
$1.2M +$1.2M +10,699 New
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$1.18M +$12.2K +109 +1%
RBC
359
Ronald Blue & Co
Georgia
$1.16M +$24.2K +216 +2%
SMC
360
Smith, Moore & Co
Missouri
$1.16M +$191K +1,701 +20%
MCM
361
Manchester Capital Management
Vermont
$1.14M – – –
HNB
362
Huntington National Bank
Ohio
$1.14M +$1.14M +2,867 New
VWA
363
V Wealth Advisors
Kansas
$1.14M -$28K -250 -2%
PFP
364
Pinnacle Financial Partners
Tennessee
$1.14M +$807K +7,201 +246%
MAS
365
Madden Advisory Services
Florida
$1.12M – – –
IWM
366
Integrated Wealth Management
California
$1.12M – – –
NPC
367
National Planning Corporation
California
$1.12M -$1.72M -15,285 -61%
Chevy Chase Trust
368
Chevy Chase Trust
Maryland
$1.1M -$67.2K -600 -6%
TIM
369
Tortoise Investment Management
New York
$1.09M – – –
Barclays
370
Barclays
United Kingdom
$1.09M +$78.4K +700 +8%
BCP
371
Berkeley Capital Partners
Georgia
$1.06M +$76.7K +684 +8%
HB
372
Homrich & Berg
Georgia
$1.06M +$4.26K +38 +0.4%
MHS
373
M Holdings Securities
Oregon
$1.06M +$24.8K +221 +2%
GA
374
Geneva Advisors
Illinois
$1.05M -$132K -1,177 -11%
RWA
375
RGT Wealth Advisors
Texas
$1.04M -$77K -687 -7%
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