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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 %
AZA
426
Arthur Zaske & Associates
Michigan
$687K -$3.36K -30 -0.5%
CWM
427
Confluence Wealth Management
Oregon
$678K – – –
CAAS
428
Capital Asset Advisory Services
Michigan
$676K +$107K +953 +19%
AWA
429
Arete Wealth Advisors
Illinois
$675K +$675K +6,022 New
SPWA
430
SteelBridge Private Wealth Advisors
Florida
$673K +$228K +2,023 +51%
CIA
431
Choate Investment Advisors
Massachusetts
$665K – – –
EWA
432
Exencial Wealth Advisors
Oklahoma
$650K – – –
DWM
433
Dakota Wealth Management
Florida
$644K -$10.2K -91 -2%
LA
434
Lau Associates
Delaware
$642K – – –
SPC
435
Sigma Planning Corp
Michigan
$631K +$179K +1,598 +40%
YWP
436
YorkBridge Wealth Partners
New York
$625K +$625K +5,677 New
NHC
437
Nicholas Hoffman & Company
Georgia
$620K +$620K +5,494 New
CBA
438
Coastal Bridge Advisors
Connecticut
$611K +$611K +5,451 New
B
439
Brightworth
Georgia
$609K +$347K +3,098 +132%
WS
440
Wedbush Securities
California
$591K +$15.7K +140 +3%
BMCM
441
Bryn Mawr Capital Management
Pennsylvania
$581K +$581K +5,184 New
CCM
442
Canal Capital Management
Virginia
$577K +$577K +5,150 New
PFA
443
Paradigm Financial Advisors
Missouri
$572K -$163K -1,461 -22%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$569K – – –
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$549K – – –
BFPW
446
BOK Financial Private Wealth
Colorado
$544K +$544K +4,852 New
CCT
447
Capital City Trust
Florida
$541K +$20.2K +180 +4%
MPI
448
Mairs & Power Inc
Minnesota
$530K – – –
DWT
449
Dorsey & Whitney Trust
South Dakota
$530K – – –
OAM
450
Occidental Asset Management
California
$528K -$19.6K -175 -4%
16 17
18
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