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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 %
RG
501
Rikoon Group
New Mexico
$373K +$3.66K +32 +1%
NBG
502
Nancy B. Gardiner
$371K – – –
Koshinski Asset Management
503
Koshinski Asset Management
Illinois
$368K -$864K -7,707 -70%
IUHSA
504
Itau Unibanco Holding S.A.
Brazil
$367K -$79.7K -711 -18%
BWFM
505
Bridgewater Wealth & Financial Management
Maryland
$365K -$8.86K -79 -2%
TW
506
Transform Wealth
Colorado
$363K – – –
VVP
507
Vulcan Value Partners
Alabama
$359K +$359K +3,203 New
EB
508
Eastern Bank
Massachusetts
$354K – – –
KA
509
Klingman & Associates
New York
$352K – – –
DWM
510
Destination Wealth Management
California
$345K +$345K +3,080 New
BFG
511
Beacon Financial Group
Texas
$344K -$1.68K -15 -0.5%
GWS
512
Glassman Wealth Services
Virginia
$342K -$114K -1,018 -25%
SAM
513
Solaris Asset Management
New York
$340K -$561 -5 -0.2%
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$340K +$312K +2,792 +1,130%
Fisher Asset Management
515
Fisher Asset Management
Washington
$336K +$66.5K +593 +25%
CWA
516
Cypress Wealth Advisors
California
$335K – – –
MFS
517
McNamara Financial Services
Massachusetts
$334K – – –
WA
518
Wealth Architects
California
$333K -$70K -625 -17%
LW
519
Linscomb Wealth
Texas
$333K +$336 +3 +0.1%
RWA
520
Ropes Wealth Advisors
Massachusetts
$332K – – –
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$330K -$13.4K -120 -4%
RBC
522
Roble Belko & Company
Pennsylvania
$330K – – –
CG
523
Caprock Group
Idaho
$323K +$2.02K +18 +0.6%
BFA
524
Bragg Financial Advisors
North Carolina
$319K +$319K +2,851 New
CG
525
Colony Group
Massachusetts
$317K +$3.25K +29 +1%
19 20
21
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