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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.

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
1
Fidelity Investments
Massachusetts
$2.29B
2
BL
2
Balentine LLC
Georgia
$598M
3
PPA
3
Parametric Portfolio Associates
Washington
$491M
4
BIT
4
BlackRock Institutional Trust
California
$197M
5
Morgan Stanley
5
Morgan Stanley
New York
$860M

Top Sellers

1
TA
1
Teachers Advisors
New York
$37.2M
2
Bank of America
2
Bank of America
North Carolina
$2.31B
3
American Century Companies
3
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.32B
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
51
Eaton Vance Management
Massachusetts
$56.7M 506,343 +70,403 +16%
Citigroup
52
Citigroup
New York
$56.7M 505,744 +81,882 +19%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$56.2M 501,523 +25,378 +5%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$51.7M 461,408 +459,049 +19,459%
Axa
55
Axa
France
$51.2M 457,003 +73,600 +19%
USAA
56
United Services Automobile Association
Texas
$49.1M 438,321 +275,555 +169%
WKKFT
57
W.K. Kellogg Foundation Trust
Michigan
$49M 437,319 – –
SP
58
Stairway Partners
Illinois
$48M 428,798 +69,414 +19%
Truist Financial
59
Truist Financial
North Carolina
$45.8M 408,608 +30,424 +8%
HS
60
Huntington Steele
Pennsylvania
$45.3M 404,743 -2,241 -0.6%
Prudential Financial
61
Prudential Financial
New Jersey
$44.9M 400,366 +42,900 +12%
CL
62
Choreo LLC
Illinois
$43.6M 388,894 -24,205 -6%
KeyBank National Association
63
KeyBank National Association
Ohio
$41.8M 373,230 -4,370 -1%
MG
64
Mather Group
Illinois
$41.7M 372,577 +3,277 +0.9%
FBFS
65
First Business Financial Services
Wisconsin
$40.4M 360,176 +14,669 +4%
CAN
66
Cetera Advisor Networks
California
$39M 347,922 -59,653 -15%
TA
67
Teachers Advisors
New York
$37.2M 331,890 -651,440 -66%
CFB
68
Cullen/Frost Bankers
Texas
$35.5M 316,907 +20,115 +7%
Federated Hermes
69
Federated Hermes
Pennsylvania
$35M 312,170 +25,270 +9%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$34.9M 310,872 +2,932 +1%
WRTC
71
Wind River Trust Company
Wyoming
$34.3M 305,762 +11,934 +4%
BCI
72
Brinker Capital Investments
Pennsylvania
$33.8M 301,567 -323 -0.1%
Creative Planning
73
Creative Planning
Kansas
$32.8M 293,110 -1,037 -0.4%
NFG
74
Nadler Financial Group
Illinois
$32.7M 292,120 +833 +0.3%
MIAN
75
Mariner Independent Advisor Network
Kansas
$31.7M 282,589 +3,002 +1%
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3
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