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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 Holding Trade Value Shares
Change 		Shares
Change %
NP
76
NorthRock Partners
Minnesota
$31.4M +$1.56M +13,881 +5%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$31.1M -$9.69M -86,457 -24%
OC
78
Oakworth Capital
Alabama
$31M +$354K +3,223 +1%
BUB
79
BBVA USA Bancshares
Texas
$30.1M -$372K -3,320 -1%
LFAS
80
Level Four Advisory Services
Texas
$29.8M +$29.8M +266,220 New
Wellington Management Group
81
Wellington Management Group
Massachusetts
$29.3M +$13.1M +116,815 +81%
SWPG
82
Strategic Wealth Partners Group
Illinois
$29.1M +$1.65M +14,732 +6%
IA
83
IndexIQ Advisors
New York
$28.9M -$16M -142,498 -36%
SAM
84
Sentinel Asset Management
Vermont
$27.9M -$1.72M -15,350 -6%
BIM
85
Bridges Investment Management
Nebraska
$27.8M +$1.07M +9,516 +4%
CM
86
Capula Management
Cayman Islands
$27.8M +$13.3M +119,000 +92%
FCI
87
Financial Counselors Inc
Kansas
$27.5M +$27.5M +245,378 New
Ameriprise
88
Ameriprise
Minnesota
$26.9M +$4.82M +43,045 +22%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$25.6M +$2.2M +20,005 +9%
SG Americas Securities
90
SG Americas Securities
New York
$24.7M +$18.3M +163,448 +289%
EIC
91
Equity Investment Corp
Georgia
$24.5M +$24.5M +218,987 New
EWM
92
Evercore Wealth Management
New York
$24M -$3.32M -29,660 -12%
JRP
93
Jasper Ridge Partners
California
$22.1M – – –
LFWA
94
LBJ Family Wealth Advisors
Texas
$21.7M +$20.3K +181 +0.1%
NA
95
Nottingham Advisors
New York
$21.4M -$2.05M -18,328 -9%
PA
96
Parkside Advisors
California
$20.5M -$551K -4,922 -3%
IIC
97
Integrated Investment Consultants
Michigan
$20M +$548K +4,889 +3%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$19.1M +$18M +160,289 +1,520%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$18.9M +$429K +3,827 +2%
PAG
100
Private Advisor Group
New Jersey
$18.3M +$875K +7,742 +5%
2 3
4
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