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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 %
BJL
451
Brighton Jones LLC
Washington
$528K -$1.02M -9,086 -66%
Jane Street
452
Jane Street
New York
$526K -$18.5M -165,580 -97%
AFP
453
Ausdal Financial Partners
Iowa
$524K +$1.12K +10 +0.2%
JFGLC
454
Johnson Financial Group LLC (Colorado)
Colorado
$514K +$514K +4,590 New
GC
455
Grimes & Company
Massachusetts
$511K +$70.4K +628 +16%
CCM
456
Coldstream Capital Management
Washington
$507K -$53.8K -480 -10%
SNBOSD
457
Security National Bank of So Dak
Iowa
$505K +$505K +4,506 New
FNBT
458
FineMark National Bank & Trust
Florida
$501K – – –
FWIA
459
Fort Washington Investment Advisors
Ohio
$499K +$499K +4,450 New
CL
460
CPWM LLC
Washington
$497K -$77.5K -691 -13%
BTW
461
Boston Trust Walden
Massachusetts
$497K +$497K +4,434 New
WI
462
Wintrust Investments
Illinois
$491K +$275K +2,450 +127%
MCM
463
Maple Capital Management
Vermont
$490K – – –
RW
464
Rand Wealth
Maryland
$489K +$33.6K +300 +7%
GT
465
Glenview Trust
Kentucky
$480K +$480K +4,284 New
MHI
466
Miller Howard Investments
New York
$479K +$479K +4,278 New
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$477K -$312K -2,783 -40%
TCM
468
Tradition Capital Management
New Jersey
$475K – – –
EFSCE
469
Enterprise Financial Services Corp (EFSC)
Missouri
$475K +$114K +1,019 +32%
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$470K – – –
S
471
SignatureFD
Georgia
$470K +$177K +1,583 +61%
CIA
472
Capital Investment Advisors
Georgia
$466K +$99.3K +886 +27%
Manulife (Manufacturers Life Insurance)
473
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$466K +$412K +3,679 +770%
WA
474
WealthTrust-Arizona
Arizona
$465K -$1.22M -10,866 -72%
HCM
475
Harvest Capital Management
New Hampshire
$461K – – –
17 18
19
20 21