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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 %
BW
576
Bison Wealth
Georgia
$228K +$228K +2,035 New
EFS
577
Essex Financial Services
Connecticut
$227K +$227K +2,022 New
KL
578
KWMG LLC
Kansas
$226K -$23.8K -212 -10%
AI
579
Accredited Investors
Minnesota
$226K +$226K +2,014 New
ZCA
580
Zeke Capital Advisors
Pennsylvania
$224K – – –
BRWA
581
B. Riley Wealth Advisors
Florida
$224K +$224K +1,981 New
HWA
582
HCR Wealth Advisors
California
$224K +$224K +1,998 New
NGA
583
Naples Global Advisors
Florida
$223K – – –
PCA
584
Personal Capital Advisors
California
$220K +$220K +1,960 New
BO
585
Bank OZK
Arkansas
$220K +$220K +1,965 New
PWW
586
Pettyjohn Wood & White
Virginia
$219K – – –
RPGK
587
Retirement Planning Group (Kansas)
Kansas
$211K +$211K +1,881 New
KIA
588
KCM Investment Advisors
California
$211K +$211K +1,882 New
FPCP
589
Fort Point Capital Partners
California
$210K -$174K -1,556 -45%
CWM
590
Cornerstone Wealth Management
Missouri
$210K +$210K +1,856 New
CAM
591
Carret Asset Management
New York
$208K +$208K +1,858 New
WP
592
WMS Partners
Maryland
$205K -$128K -1,142 -38%
SCM
593
Sterneck Capital Management
Missouri
$204K +$204K +1,819 New
WP
594
WealthSource Partners
California
$203K -$75.6K -674 -27%
ONB
595
Old National Bancorp
Indiana
$203K +$203K +1,808 New
MC
596
Mathes Company
New York
$202K +$202K +1,800 New
SC
597
Scotia Capital
Ontario, Canada
$201K +$201K +1,790 New
RC
598
RegentAtlantic Capital
New Jersey
$201K +$201K +1,792 New
BA
599
BKS Advisors
Michigan
$200K – – –
JWA
600
JFS Wealth Advisors
Pennsylvania
$190K – – –
22 23
24
25 26