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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 %
AWM
651
Avior Wealth Management
Nebraska
$29K – – –
MSFP
652
Mark Sheptoff Financial Planning
Connecticut
$29K +$29K +261 New
AF
653
Allworth Financial
California
$28K – – –
SNT
654
Security National Trust
West Virginia
$28K – – –
IP
655
Intellectus Partners
California
$24K +$24K +214 New
NC
656
Northpointe Capital
Michigan
$23K -$455K -4,000 -95%
TCOV
657
Trust Company of Vermont
Vermont
$23K – – –
OSNBOA
658
Old Second National Bank of Aurora
Illinois
$22K – – –
CWM
659
Catamount Wealth Management
Connecticut
$22K – – –
LCM
660
Liberty Capital Management
Michigan
$21K – – –
PCTC
661
Perkins Coie Trust Company
Washington
$20K – – –
CHP
662
Cable Hill Partners
Oregon
$20K +$20K +181 New
CIM
663
Contravisory Investment Management
Massachusetts
$19K +$4.5K +40 +31%
IDBONY
664
Israel Discount Bank of New York
New York
$19K +$19K +166 New
BTIS
665
BB&T Investment Services
North Carolina
$19K +$19K +175 New
DAM
666
Delta Asset Management
Tennessee
$18K – – –
TC
667
Trust Company
Kansas
$15K – – –
HI
668
Hudock Inc
Pennsylvania
$14K – – –
GBT
669
Grove Bank & Trust
Florida
$14K – – –
LIA
670
LS Investment Advisors
Michigan
$14K – – –
MWM
671
Mascoma Wealth Management
New Hampshire
$14K +$14K +125 New
LWM
672
Lenox Wealth Management
Ohio
$13K +$8.4K +73 +183%
GBBWRPM
673
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K +$12K +99 New
BGC
674
Blue Granite Capital
South Carolina
$12K +$12K +105 New
SIC
675
Salem Investment Counselors
North Carolina
$11K -$45.1K -410 -80%
25 26
27
28 29