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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 %
PAG
101
Private Advisor Group
New Jersey
$16.2M 154,606 -3,592 -2%
RFC
102
Regions Financial Corp
Alabama
$15.8M 149,842 -1,184 -0.8%
JIC
103
Johnson Investment Counsel
Ohio
$15.4M 145,509 +6,463 +5%
Wellington Management Group
104
Wellington Management Group
Massachusetts
$15.3M 144,974 – –
SWP
105
Stratos Wealth Partners
Ohio
$14.8M 140,073 +19,114 +16%
MWAC
106
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.7M 139,022 +290 +0.2%
MFS
107
MSI Financial Services
Massachusetts
$14.6M 138,140 +4,422 +3%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$13.7M 130,000 – –
CM
109
Capula Management
Cayman Islands
$13.6M 129,026 -392,274 -75%
MCM
110
MV Capital Management
Maryland
$13M 123,389 +3,673 +3%
AG
111
Advisor Group
Arizona
$12.7M 120,123 -6,045 -5%
CAM
112
Crestone Asset Management
Colorado
$12.7M 119,993 +32,089 +37%
FB
113
Fulton Bank
Pennsylvania
$12.3M 116,783 +3,584 +3%
RhumbLine Advisers
114
RhumbLine Advisers
Massachusetts
$12.3M 116,300 +66,088 +132%
IA
115
Independence Advisors
Pennsylvania
$12.2M 115,900 -4,779 -4%
BA
116
Boston Advisors
Massachusetts
$12.2M 115,211 +2,800 +2%
PI
117
PineBridge Investments
New York
$12.1M 114,208 +50,480 +79%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$11.6M 109,765 -107,373 -49%
SWM
119
Segment Wealth Management
Texas
$11.4M 107,982 +4,132 +4%
1GA
120
1st Global Advisors
Texas
$11.2M 105,782 +186 +0.2%
QIM
121
Quest Investment Management
Oregon
$11.2M 105,640 – –
I2I
122
Insight 2811 Inc
Illinois
$11.1M 104,887 +18,151 +21%
GLI
123
Guardian Life Insurance
New York
$11M 104,566 – –
GIA
124
GHP Investment Advisors
Colorado
$11M 103,838 -980 -0.9%
CAL
125
Capital Advisors Ltd
Ohio
$10.9M 103,518 +3,591 +4%
3 4
5
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