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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 %
KF
626
Krilogy Financial
Missouri
$89K -$8.26K -74 -8%
JGIA
627
Jackson Grant Investment Advisers
Connecticut
$89K +$337 +3 +0.4%
HR
628
Howe & Rusling
New York
$87K +$18K +160 +26%
WC
629
Whitnell & Co
Illinois
$86K – – –
AIM
630
Advantage Investment Management
Iowa
$82K -$3.15K -28 -4%
DSC
631
Duncker Streett & Co
Missouri
$74K – – –
CP
632
Corbenic Partners
Pennsylvania
$73K +$43.6K +388 +149%
LD
633
Lipe & Dalton
New York
$71K +$71K +635 New
BAM
634
Barrett Asset Management
New York
$58K – – –
ST
635
Smithfield Trust
Pennsylvania
$54K – – –
VCM
636
Versant Capital Management
Arizona
$54K – – –
WCM
637
Wealthcare Capital Management
Virginia
$54K +$23.1K +208 +75%
BRC
638
Bell Rock Capital
Delaware
$54K +$54K +479 New
FAN
639
Financial Advisors Network
California
$53K +$53K +471 New
TCM
640
TD Capital Management
Tennessee
$51K – – –
CHC
641
City Holding Co
West Virginia
$49K – – –
WEC
642
Winslow Evans & Crocker
Massachusetts
$48.3K – – –
BWA
643
Burt Wealth Advisors
Maryland
$48K +$48K +430 New
TCM
644
Tradewinds Capital Management
Washington
$47K +$47K +422 New
LWM
645
LBA Wealth Management
Florida
$45K +$33.6K +300 +294%
AIM
646
Anchor Investment Management
South Carolina
$38.8K – – –
GEA
647
Glen Eagle Advisors
New Jersey
$37.8K +$37.8K +337 New
FWM
648
Focused Wealth Management
New York
$34K -$9.29K -82 -21%
QAM
649
QCI Asset Management
New York
$33K -$1.67K -15 -5%
AWM
650
Avior Wealth Management
Nebraska
$29K – – –
24 25
26
27 28