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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 %
PA
551
Pinnacle Associates
New York
$272K -$54.1K -484 -17%
LBC
552
Lowe Brockenbrough & Co
Virginia
$272K – – –
SWM
553
SVA Wealth Management
Wisconsin
$271K +$271K +2,421 New
FI
554
FormulaFolio Investments
Michigan
$270K +$1.57K +14 +0.6%
GWM
555
Geneos Wealth Management
Colorado
$270K +$32.1K +287 +13%
FIM
556
Frontier Investment Management
Texas
$268K +$268K +2,389 New
First Manhattan
557
First Manhattan
New York
$267K -$72.2K -645 -21%
PP
558
Palladium Partners
Virginia
$267K -$25.8K -230 -9%
LA
559
Legacy Advisors
Pennsylvania
$263K +$263K +2,355 New
SH
560
Svenska Handelsbanken
Sweden
$261K -$2.91K -26 -1%
KLI
561
Kelman-Lazarov Inc
Tennessee
$260K – – –
RT
562
Rockland Trust
Massachusetts
$257K +$13.3K +119 +5%
BA
563
Bristlecone Advisors
Washington
$255K – – –
CCM
564
Condor Capital Management
New Jersey
$254K – – –
CWM
565
Connecticut Wealth Management
Connecticut
$254K +$1.24K +11 +0.5%
APP
566
Avantax Planning Partners
Iowa
$253K +$253K +2,256 New
FHC
567
First Heartland Consultants
Missouri
$249K +$249K +2,225 New
RIA
568
Regal Investment Advisors
Michigan
$248K -$52.1K -465 -17%
GWA
569
Guidant Wealth Advisors
Illinois
$247K -$39.8K -353 -14%
SS
570
Sunbelt Securities
Texas
$240K -$126K -1,122 -34%
SCP
571
Syntal Capital Partners
Texas
$237K -$37.1K -332 -14%
MWM
572
Meridian Wealth Management
Kentucky
$236K +$236K +2,099 New
FWCM
573
Ferguson Wellman Capital Management
Oregon
$234K +$234K +2,085 New
NIA
574
Northstar Investment Advisors
Colorado
$233K – – –
DY
575
Dowling & Yahnke
California
$230K -$24.9K -222 -10%
21 22
23
24 25