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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 %
BEAM
526
Baker Ellis Asset Management
Washington
$312K – – –
GP
527
Girard Partners
Pennsylvania
$312K +$312K +2,789 New
IC
528
Intersect Capital
California
$312K +$312K +2,789 New
RCA
529
Rex Capital Advisors
Rhode Island
$310K +$1.79K +16 +0.6%
NG
530
Northstar Group
New York
$308K +$39.2K +350 +15%
SCCM
531
Schafer Cullen Capital Management
New York
$308K +$308K +2,745 New
AIP
532
Ameritas Investment Partners
Nebraska
$306K -$101K -903 -25%
PMFA
533
Plante Moran Financial Advisors
Michigan
$304K -$7.29K -65 -2%
JIC
534
Joel Isaacson & Co
New York
$304K +$672 +6 +0.2%
Geode Capital Management
535
Geode Capital Management
Massachusetts
$302K – – –
RFM
536
Royal Fund Management
Florida
$301K +$301K +2,695 New
MC
537
Moors & Cabot
Massachusetts
$299K +$299K +2,679 New
VIA
538
Vantage Investment Advisors
Pennsylvania
$297K -$13.2K -118 -4%
AIS
539
American Investment Services
Massachusetts
$297K – – –
SCA
540
Salient Capital Advisors
Texas
$293K – – –
FWP
541
FAS Wealth Partners
Kansas
$292K – – –
HIM
542
Hanlon Investment Management
New Jersey
$289K – – –
BFS
543
Bradley Foster & Sargent
Connecticut
$288K -$18.9K -169 -6%
MRCM
544
M&R Capital Management
New Jersey
$286K +$278K +2,486 +3,315%
SCA
545
Snowden Capital Advisors
New York
$286K +$286K +2,550 New
APSP
546
Asset Planning Services (Pennsylvania)
Pennsylvania
$285K +$2.02K +18 +0.7%
CFA
547
Carroll Financial Associates
North Carolina
$284K +$10.2K +91 +4%
HCM
548
Hollencrest Capital Management
California
$283K – – –
OC
549
Oarsman Capital
Wisconsin
$279K -$15K -134 -5%
FBA
550
Front Barnett Associates
Illinois
$273K +$40.9K +365 +18%
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