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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 Market Value Shares Shares
Change 		Shares
Change %
SAM
76
Sentinel Asset Management
Vermont
$27.9M 264,585 – –
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$26.3M 249,349 +21,945 +10%
QI
78
QS Investors
New York
$26.3M 249,003 -47,865 -16%
SWPG
79
Strategic Wealth Partners Group
Illinois
$25.9M 244,951 +53,468 +28%
EWM
80
Evercore Wealth Management
New York
$25.8M 244,203 +26,245 +12%
BIM
81
Bridges Investment Management
Nebraska
$25.2M 238,973 -3,418 -1%
MPM
82
Meritage Portfolio Management
Kansas
$23.6M 223,121 +44,713 +25%
SEI Investments
83
SEI Investments
Pennsylvania
$23.1M 219,036 -197,079 -47%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$22.5M 213,125 -29,149 -12%
NA
85
Nottingham Advisors
New York
$22.1M 209,147 -55,449 -21%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$21.8M 206,358 -41,631 -17%
ACI
87
AMP Capital Investors
Australia
$21.1M 201,073 -165,422 -45%
JRP
88
Jasper Ridge Partners
California
$20.9M 197,680 – –
Ameriprise
89
Ameriprise
Minnesota
$20.8M 197,388 +46,429 +31%
LFWA
90
LBJ Family Wealth Advisors
Texas
$20.4M 193,581 +10,034 +5%
PA
91
Parkside Advisors
California
$19.8M 187,766 -11,870 -6%
IIC
92
Integrated Investment Consultants
Michigan
$18.1M 173,778 +12,393 +8%
Jane Street
93
Jane Street
New York
$18M 170,278 +137,881 +426%
CA
94
Cetera Advisors
Colorado
$17.8M 168,389 -7,450 -4%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$17.7M 167,880 +6,510 +4%
BIT
96
BlackRock Institutional Trust
California
$17.6M 166,395 -648,403 -80%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$17.4M 165,073 -37,685 -19%
USAA
98
United Services Automobile Association
Texas
$17.2M 162,766 +162,766 New
MAM
99
Marquette Asset Management
Minnesota
$16.7M 158,105 +18,860 +14%
MBT
100
Montecito Bank & Trust
California
$16.6M 157,040 +30,203 +24%
2 3
4
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