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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 %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$537K +$39.6K +375 +8%
ACA
402
Anchor Capital Advisors
Massachusetts
$534K – – –
CCM
403
Coldstream Capital Management
Washington
$528K +$119K +1,129 +29%
LNWWM
404
Laird Norton Wetherby Wealth Management
California
$518K +$518K +4,903 New
OAM
405
Occidental Asset Management
California
$516K -$484K -4,582 -48%
MPI
406
Mairs & Power Inc
Minnesota
$500K – – –
DWT
407
Dorsey & Whitney Trust
South Dakota
$500K – – –
AFP
408
Ausdal Financial Partners
Iowa
$493K -$9.4K -89 -2%
CCT
409
Capital City Trust
Florida
$491K – – –
FNBT
410
FineMark National Bank & Trust
Florida
$472K +$106 +1 +0%
IB
411
Intrust Bank
Kansas
$465K – – –
MCM
412
Maple Capital Management
Vermont
$462K – – –
PCM
413
Pointe Capital Management
Michigan
$458K +$71.2K +673 +18%
SHWM
414
Smith & Howard Wealth Management
Georgia
$449K -$180K -1,699 -29%
TCM
415
Tradition Capital Management
New Jersey
$448K – – –
HCM
416
Harvest Capital Management
New Hampshire
$445K -$5.41K -50 -1%
NC
417
Northpointe Capital
Michigan
$444K – – –
FMWA
418
Forvis Mazars Wealth Advisors
Missouri
$443K -$72.1K -683 -14%
GG
419
Gofen & Glossberg
Illinois
$433K -$7.6K -72 -2%
GWS
420
Glassman Wealth Services
Virginia
$430K +$430K +4,071 New
CONA
421
Capital One National Association
New York
$429K – – –
RW
422
Rand Wealth
Maryland
$429K – – –
SPC
423
Sigma Planning Corp
Michigan
$426K +$3.28K +31 +0.8%
TPWA
424
TRUE Private Wealth Advisors
Oregon
$422K -$5.31K -51 -1%
IUHSA
425
Itau Unibanco Holding S.A.
Brazil
$421K +$421K +3,984 New
15 16
17
18 19