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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.

New
Increased
Maintained
Reduced
Closed
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 %
GIM
126
Goelzer Investment Management
Indiana
$10.7M +$1.32M +12,511 +14%
HCC
127
Hirtle Callaghan & Co
Pennsylvania
$10.7M -$200K -1,894 -2%
SAM
128
Silvercrest Asset Management
New York
$10.6M +$70.6K +668 +0.7%
GF
129
Gerstein Fisher
New York
$10.6M +$394K +3,730 +4%
PFBT
130
Parkside Financial Bank & Trust
Missouri
$10.6M +$264K +2,485 +3%
ANTB
131
AMG National Trust Bank
Colorado
$10.5M +$492K +4,655 +5%
GW
132
GW & Wade
Massachusetts
$9.89M +$29.2K +276 +0.3%
FPFS
133
First Personal Financial Services
North Carolina
$9.74M +$9.59M +90,782 +6,344%
SFM
134
Signet Financial Management
New Jersey
$9.72M -$851K -8,053 -8%
Aristotle Capital Management
135
Aristotle Capital Management
California
$9.7M +$4.21M +39,826 +77%
V
136
Veritable
Delaware
$9.43M – – –
UCFA
137
United Capital Financial Advisors
Texas
$9.4M -$910K -8,612 -9%
ZB
138
Zions Bancorporation
Utah
$9.24M -$5.56M -52,622 -38%
EC
139
Estate Counselors
Wisconsin
$9.24M +$68.7K +650 +0.7%
TRCT
140
Tower Research Capital (TRC)
New York
$9.14M +$591K +5,596 +7%
GMA
141
Goldstein Munger & Associates
California
$9.11M -$250K -2,370 -3%
WI
142
WrapManager Inc
California
$9.09M +$306K +2,895 +3%
AG
143
Appleton Group
Wisconsin
$9.07M -$1.91M -18,092 -17%
AllianceBernstein
144
AllianceBernstein
Tennessee
$8.93M -$368K -3,484 -4%
IA
145
IFP Advisors
Florida
$8.89M -$137K -1,297 -2%
CG
146
Corundum Group
Colorado
$8.86M +$22.8K +216 +0.3%
RJT
147
Raymond James Trust
Florida
$8.72M -$450K -4,259 -5%
MCM
148
MAI Capital Management
Ohio
$8.69M +$893K +8,452 +11%
FNBOO
149
First National Bank of Omaha
Nebraska
$8.3M +$182K +1,720 +2%
IH
150
IFC Holdings
Florida
$8.08M -$296K -2,801 -4%
4 5
6
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