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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 %
SH
501
Svenska Handelsbanken
Sweden
$250K +$2.76K +26 +1%
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$249K -$47.9M -454,017 -99%
RCAMU
503
Rothschild & Co Asset Management US
Connecticut
$246K +$246K +2,331 New
KLI
504
Kelman-Lazarov Inc
Tennessee
$243K – – –
B
505
Brightworth
Georgia
$242K – – –
BA
506
Bristlecone Advisors
Washington
$240K – – –
DY
507
Dowling & Yahnke
California
$240K +$16.1K +152 +7%
CCM
508
Condor Capital Management
New Jersey
$239K – – –
KL
509
KWMG LLC
Kansas
$235K – – –
CWM
510
Connecticut Wealth Management
Connecticut
$234K +$234K +2,237 New
RT
511
Rockland Trust
Massachusetts
$230K +$2.96K +28 +1%
GWM
512
Geneos Wealth Management
Colorado
$225K +$1.06K +10 +0.5%
OMC
513
Old Mission Capital
Illinois
$223K +$223K +2,107 New
FBA
514
Front Barnett Associates
Illinois
$219K – – –
GWM
515
Greenwich Wealth Management
Connecticut
$216K – – –
NIA
516
Northstar Investment Advisors
Colorado
$216K – – –
NGA
517
Naples Global Advisors
Florida
$211K +$211K +1,994 New
ZCA
518
Zeke Capital Advisors
Pennsylvania
$209K – – –
HF
519
HRT Financial
New York
$207K -$3.37K -32 -2%
PWW
520
Pettyjohn Wood & White
Virginia
$206K – – –
LCM
521
LVM Capital Management
Michigan
$206K +$206K +2,037 New
WI
522
Wintrust Investments
Illinois
$204K +$204K +1,930 New
LWAC
523
Laurel Wealth Advisors (California)
California
$203K +$203K +1,918 New
BA
524
BKS Advisors
Michigan
$189K +$189K +1,789 New
JWA
525
JFS Wealth Advisors
Pennsylvania
$179K – – –
19 20
21
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