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iShares Russell 1000 Value ETF
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Overview Fund Activity

604 hedge funds and large institutions have $20B invested in iShares Russell 1000 Value ETF in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 38 closing their positions.

Holders
604
Holders Change
+8
Holders Change %
+1.34%
% of All Funds
16.14%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
2.49%
New
57
Increased
227
Reduced
198
Closed
38
Calls
$25.2M
Puts
$23.3M
Net Calls
+$1.91M
Net Calls Change
-$32.6M

Top Buyers

1
BL
1
Balentine LLC
Georgia
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B
3
PPA
3
Parametric Portfolio Associates
Washington
$287M
4
TA
4
Teachers Advisors
New York
$104M
5
RJA
5
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$46M
2
BIT
2
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
5
Suntrust Banks
Georgia
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$43M +$11.3M +106,785 +36%
HS
52
Huntington Steele
Pennsylvania
$43M +$94K +890 +0.2%
IA
53
IndexIQ Advisors
New York
$42.3M +$3.87M +36,599 +10%
Axa
54
Axa
France
$40.5M -$2.6M -24,600 -6%
Truist Financial
55
Truist Financial
North Carolina
$39.9M +$2.02M +19,109 +5%
KeyBank National Association
56
KeyBank National Association
Ohio
$39.9M +$5.7M +54,014 +17%
HighTower Advisors
57
HighTower Advisors
Illinois
$39M +$6.49M +61,386 +20%
MG
58
Mather Group
Illinois
$39M +$1.8M +17,033 +5%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$38.7M -$45.5M -430,532 -54%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$38.5M +$735K +6,958 +2%
SP
61
Stairway Partners
Illinois
$38M +$8.49M +80,344 +29%
Prudential Financial
62
Prudential Financial
New Jersey
$37.8M +$137K +1,300 +0.4%
FBFS
63
First Business Financial Services
Wisconsin
$36.5M +$546K +5,171 +2%
PWPCM
64
Perella Weinberg Partners Capital Management
New York
$33.6M +$10.6M +100,509 +46%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$32.4M -$869K -8,257 -3%
WRTC
66
Wind River Trust Company
Wyoming
$32.3M -$313K -2,852 -1%
BCI
67
Brinker Capital Investments
Pennsylvania
$31.9M +$861K +8,155 +3%
CFB
68
Cullen/Frost Bankers
Texas
$31.3M +$3.33M +31,564 +12%
Creative Planning
69
Creative Planning
Kansas
$31.1M +$746K +7,066 +2%
NFG
70
Nadler Financial Group
Illinois
$30.8M +$145K +1,371 +0.5%
Federated Hermes
71
Federated Hermes
Pennsylvania
$30.3M -$1.47M -13,900 -5%
MIAN
72
Mariner Independent Advisor Network
Kansas
$29.5M -$2.72M -25,709 -8%
OC
73
Oakworth Capital
Alabama
$29.5M +$1.82M +17,186 +7%
BUB
74
BBVA USA Bancshares
Texas
$28.8M +$221K +2,089 +0.8%
NP
75
NorthRock Partners
Minnesota
$28.2M -$202K -1,916 -0.7%
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