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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 %
ADL
601
Asset Dedication LLC
California
$177K +$108K +959 +156%
RFA
602
Reilly Financial Advisors
California
$176K -$9.55K -85 -5%
IPC
603
Independent Portfolio Consultants
Florida
$169K +$169K +1,506 New
AIA
604
Armor Investment Advisors
North Carolina
$161K +$161K +1,433 New
PCP
605
Proficio Capital Partners
Massachusetts
$157K – – –
PCA
606
Peddock Capital Advisors
Massachusetts
$144K – – –
PO
607
Private Ocean
California
$139K +$1.01K +9 +0.7%
CWM
608
Cranbrook Wealth Management
Michigan
$129K – – –
LWMT
609
Legacy Wealth Management (Tennessee)
Tennessee
$128K +$128K +1,146 New
SWA
610
Sutton Wealth Advisors
Florida
$128K – – –
FNB
611
Farmers National Bank
Kentucky
$125K – – –
LNB
612
Ledyard National Bank
$123K – – –
CC
613
Cassaday & Co
Virginia
$123K +$53.3K +476 +77%
SFS
614
Sowell Financial Services
Arkansas
$121K +$121K +1,044 New
DADC
615
D.A. Davidson & Co
Montana
$120K +$26.6K +238 +29%
FCB
616
First Command Bank
Texas
$117K +$117K +1,043 New
FCFS
617
First Command Financial Services
Texas
$117K +$117K +1,043 New
SBL
618
Sargent Bickham Lagudis
Colorado
$113K +$23.6K +212 +26%
GAM
619
Gemmer Asset Management
California
$112K +$112 +1 +0.1%
SIG
620
Stanford Investment Group
California
$111K – – –
KKAMG
621
Kernodle & Katon Asset Management Group
Arkansas
$108K -$240K -2,150 -69%
Thrivent Financial for Lutherans
622
Thrivent Financial for Lutherans
Minnesota
$101K +$9.74K +86 +11%
JFA
623
JNBA Financial Advisors
Minnesota
$100K -$191K -1,715 -66%
BWM
624
Baystate Wealth Management
Massachusetts
$100K +$100K +878 New
CCM
625
Cribstone Capital Management
Maine
$98K +$25K +222 +34%
23 24
25
26 27