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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 %
PG
676
Patten Group
Tennessee
$11K – – –
WTB
677
Washington Trust Bank
Washington
$11K – – –
AAP
678
Arax Advisory Partners
Colorado
$11K +$11K +95 New
BFEC
679
Benjamin F. Edwards & Company
Missouri
$10K – – –
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +86 New
NSIM
681
North Star Investment Management
Illinois
$9K – – –
BC
682
Barnett & Company
Tennessee
$8K – – –
CFD
683
Creative Financial Designs
Indiana
$7K +$7K +61 New
CAW
684
Cornerstone Advisors (Washington)
Washington
$6K – – –
IC
685
Institutional Capital
Illinois
$4K +$4K +32 New
AA
686
Apriem Advisors
California
$3K +$3K +25 New
MA
687
MCF Advisors
Kentucky
$1K – – –
PK
688
Pflug Koory
Nebraska
$19 +$19 +169 New
Susquehanna International Group
689
Susquehanna International Group
Pennsylvania
– -$26.3M -249,349 Closed
ACI
690
AMP Capital Investors
Australia
– -$21.1M -201,073 Closed
Bank of Nova Scotia
691
Bank of Nova Scotia
Ontario, Canada
– -$13.7M -130,000 Closed
TRCT
692
Tower Research Capital (TRC)
New York
– -$9.14M -86,511 Closed
Citadel Advisors
693
Citadel Advisors
Florida
– -$7.45M -70,562 Closed
P
694
Pitcairn
Pennsylvania
– -$4.54M -42,988 Closed
NFA
695
Nationwide Fund Advisors
Ohio
– -$3.68M -34,843 Closed
CS
696
Comerica Securities
Michigan
– -$3.35M -31,678 Closed
MYLI
697
Meiji Yasuda Life Insurance
Japan
– -$2.42M -22,900 Closed
ACM
698
Aviance Capital Management
Florida
– -$1.83M -17,354 Closed
Wolverine Trading
699
Wolverine Trading
Illinois
– -$1.6M -15,309 Closed
ACM
700
Argentus Capital Management
Texas
– -$1.4M -13,276 Closed
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