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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.

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

Top Sellers

1
TA
Teachers Advisors
New York
$37.2M
2
Bank of America
Bank of America
North Carolina
$2.31B
3
American Century Companies
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$12.4M +$8.83M +78,279 +247%
GIM
127
Goelzer Investment Management
Indiana
$12.4M +$1.02M +9,095 +9%
SWM
128
Segment Wealth Management
Texas
$12.4M +$258K +2,300 +2%
PFBT
129
Parkside Financial Bank & Trust
Missouri
$12.2M +$1.05M +9,392 +9%
QI
130
QS Investors
New York
$12M -$15.9M -141,846 -57%
1GA
131
1st Global Advisors
Texas
$12M +$127K +1,131 +1%
CAL
132
Capital Advisors Ltd
Ohio
$11.9M +$343K +3,060 +3%
DLHL
133
Donald L. Hagan LLC
Florida
$11.8M +$6.05M +53,975 +106%
PI
134
PineBridge Investments
New York
$11.7M -$1.05M -9,370 -8%
GLI
135
Guardian Life Insurance
New York
$11.7M – – –
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$11.6M +$7.62M +67,998 +191%
QIM
137
Quest Investment Management
Oregon
$11.6M -$266K -2,375 -2%
GIA
138
GHP Investment Advisors
Colorado
$11.5M -$101K -906 -0.9%
Aristotle Capital Management
139
Aristotle Capital Management
California
$11.4M +$1.15M +10,261 +11%
ANTB
140
AMG National Trust Bank
Colorado
$11M -$134K -1,198 -1%
GW
141
GW & Wade
Massachusetts
$11M +$517K +4,612 +5%
FTUS
142
Flow Traders U.S.
New York
$11M +$11M +98,012 New
RhumbLine Advisers
143
RhumbLine Advisers
Massachusetts
$11M -$2.08M -18,552 -16%
BPB
144
Badgley, Phelps & Bell
Washington
$10.8M +$3.1M +27,702 +41%
BC
145
Brinker Capital
Pennsylvania
$10.6M +$7.25M +64,698 +218%
EC
146
Estate Counselors
Wisconsin
$10.5M +$706K +6,300 +7%
UCFA
147
United Capital Financial Advisors
Texas
$10.5M +$498K +4,449 +5%
V
148
Veritable
Delaware
$10.4M +$359K +3,202 +4%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$10.2M +$8.03M +71,700 +377%
SFM
150
Signet Financial Management
New Jersey
$10.2M -$148K -1,321 -1%
4 5
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