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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.

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
1
Fidelity Investments
Massachusetts
$2.29B
2
BL
2
Balentine LLC
Georgia
$598M
3
PPA
3
Parametric Portfolio Associates
Washington
$491M
4
BIT
4
BlackRock Institutional Trust
California
$197M
5
Morgan Stanley
5
Morgan Stanley
New York
$860M

Top Sellers

1
TA
1
Teachers Advisors
New York
$37.2M
2
Bank of America
2
Bank of America
North Carolina
$2.31B
3
American Century Companies
3
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$139M -$9.13M -81,473 -6%
Franklin Resources
27
Franklin Resources
California
$139M +$76.8M +685,925 +124%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$134M +$25.5M +227,266 +24%
Northern Trust
29
Northern Trust
Illinois
$127M +$16M +142,729 +14%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$119M +$22.9M +204,672 +24%
SLI
31
Symetra Life Insurance
Washington
$118M – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$106M -$4.78M -42,666 -4%
US Bancorp
33
US Bancorp
Minnesota
$100M -$759K -6,772 -0.8%
SI
34
Stephens Inc
Arkansas
$99.5M -$604K -5,388 -0.6%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$90.2M -$1.52M -13,621 -2%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$87.2M -$1.13M -10,074 -1%
UBS AM
37
UBS AM
Illinois
$83.7M +$83.7M +746,870 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$81.9M +$40.8M +364,407 +99%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$78.1M -$32.5M -290,149 -29%
BDF
40
Balasa Dinverno & Foltz
$72.5M -$779K -6,951 -1%
FA
41
FDx Advisors
Illinois
$72M +$25.9M +231,633 +56%
PWPCM
42
Perella Weinberg Partners Capital Management
New York
$70.8M +$35.1M +313,745 +99%
Stifel Financial
43
Stifel Financial
Missouri
$68.9M +$2.87M +25,650 +4%
WPW
44
Waldron Private Wealth
Pennsylvania
$65.2M -$4.18M -37,286 -6%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$64.5M +$10.7M +95,113 +20%
JA
46
JOYN Advisors
Georgia
$64.2M -$3.52M -31,399 -5%
1SB
47
1ST Source Bank
Indiana
$63.7M +$12.9M +115,293 +25%
HighTower Advisors
48
HighTower Advisors
Illinois
$62.4M +$21M +187,829 +51%
BlackRock
49
BlackRock
New York
$62.4M -$2.7M -24,094 -4%
Brown Advisory
50
Brown Advisory
Maryland
$60.6M +$11.1M +98,772 +22%
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