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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 %
CTC
426
Central Trust Company
Missouri
$420K – – –
GLA
427
Great Lakes Advisors
Illinois
$417K -$222K -2,100 -35%
EWM
428
Evermay Wealth Management
Virginia
$417K – – –
SPWA
429
SteelBridge Private Wealth Advisors
Florida
$417K +$15K +142 +4%
GC
430
Grimes & Company
Massachusetts
$415K – – –
DBT
431
Dubuque Bank & Trust
Iowa
$409K – – –
VCP
432
Vista Capital Partners
Oregon
$408K – – –
SS
433
Simplicity Solutions
Minnesota
$402K +$76.9K +728 +24%
AIP
434
Ameritas Investment Partners
Nebraska
$384K +$222K +2,107 +137%
VCM
435
Vigilant Capital Management
Maine
$380K – – –
WA
436
Wealth Architects
California
$379K +$211 +2 +0.1%
WAM
437
Weatherly Asset Management
California
$377K – – –
BSA
438
Braun Stacey Associates
New York
$373K -$59.1K -560 -14%
PAI
439
Pittenger & Anderson Inc
Nebraska
$370K -$106K -1,000 -22%
YP
440
Yellowstone Partners
Idaho
$364K +$364K +3,442 New
FPCP
441
Fort Point Capital Partners
California
$362K – – –
BTNA
442
Bremer Trust National Association
Minnesota
$359K – – –
BBHC
443
Brown Brothers Harriman & Co
New York
$353K -$52.8K -500 -13%
BWFM
444
Bridgewater Wealth & Financial Management
Maryland
$352K -$22.6K -214 -6%
NBG
445
Nancy B. Gardiner
$349K -$317K -3,000 -48%
MWP
446
MYCIO Wealth Partners
Pennsylvania
$345K -$4.44K -42 -1%
CIA
447
Capital Investment Advisors
Georgia
$345K +$79K +749 +30%
SS
448
Sunbelt Securities
Texas
$345K +$345K +3,267 New
TW
449
Transform Wealth
Colorado
$342K -$119K -1,125 -26%
RG
450
Rikoon Group
New Mexico
$341K +$341K +3,231 New
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