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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 %
TA
376
Tiedemann Advisors
New York
$1.04M +$1.04M +9,682 New
AAM
377
Autus Asset Management
Arizona
$1.03M -$23.2K -207 -2%
KTC
378
Kistler-Tiffany Companies
Pennsylvania
$1.03M -$3.36K -30 -0.3%
CFG
379
Citizens Financial Group
Rhode Island
$1.01M -$64.5K -575 -6%
I
380
IberiaBank
Louisiana
$1.01M -$15.8K -141 -2%
OCG
381
Opus Capital Group
Ohio
$997K – – –
SCA
382
STALEY CAPITAL ADVISERS
Pennsylvania
$992K – – –
ST
383
Spinnaker Trust
Maine
$988K – – –
RC
384
Rinet Company
Massachusetts
$982K +$1.35K +12 +0.1%
PFA
385
Pure Financial Advisors
California
$964K -$47.6K -425 -5%
HTC
386
Haverford Trust Company
Pennsylvania
$952K -$236K -2,105 -20%
TI
387
Truepoint Inc
Ohio
$945K -$32.1K -284 -3%
HCIA
388
Hochman Cole Investment Advisors
Illinois
$943K +$224 +2 +0%
NCMW
389
Northern Capital Management (Wisconsin)
Wisconsin
$932K -$25.2K -225 -3%
NFG
390
Nations Financial Group
Iowa
$915K -$226K -2,014 -20%
3AM
391
3D Asset Management
Connecticut
$909K -$60.8K -543 -6%
FHB
392
First Hawaiian Bank
Hawaii
$902K – – –
CC
393
Courier Capital
New York
$894K +$37K +330 +4%
SS
394
Simplicity Solutions
Minnesota
$894K +$468K +4,174 +110%
MC
395
Middleton & Co
Massachusetts
$886K +$230K +2,055 +35%
UFF
396
USA Financial Formulas
Michigan
$885K +$885K +7,898 New
FC
397
Forte Capital
New York
$872K – – –
TWA
398
TCI Wealth Advisors
Arizona
$864K – – –
N
399
Natixis
France
$863K +$595K +5,308 +222%
WA
400
WFG Advisors
Texas
$860K +$265K +2,366 +45%
14 15
16
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