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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 %
PSUF
151
People's United Financial
Connecticut
$9.95M +$9.84M +87,820 +8,593%
AL
152
AJO LP
Pennsylvania
$9.89M +$9.89M +88,300 New
MCM
153
MAI Capital Management
Ohio
$9.69M +$467K +4,169 +5%
WI
154
WrapManager Inc
California
$9.67M +$29.8K +266 +0.3%
IA
155
IFP Advisors
Florida
$9.61M +$182K +1,623 +2%
William Blair & Company
156
William Blair & Company
Illinois
$9.61M +$1.11M +9,939 +13%
UWPG
157
Ullmann Wealth Partners Group
Florida
$9.54M +$9.54M +83,940 New
GMA
158
Goldstein Munger & Associates
California
$9.53M -$130K -1,160 -1%
CG
159
Corundum Group
Colorado
$9.5M +$96K +857 +1%
BCM
160
Bienville Capital Management
New York
$9.2M +$3.13M +27,961 +52%
HS
161
Horan Securities
United States
$9.09M +$1.01M +8,879 +12%
AllianceBernstein
162
AllianceBernstein
Tennessee
$9.06M -$412K -3,675 -4%
Diamond Hill Capital Management
163
Diamond Hill Capital Management
Ohio
$8.85M +$8.85M +78,961 New
FNBOO
164
First National Bank of Omaha
Nebraska
$8.8M -$3.92K -35 -0%
LNC
165
Lincoln National Corp
Pennsylvania
$8.74M +$518K +4,622 +6%
RJT
166
Raymond James Trust
Florida
$8.73M -$510K -4,553 -6%
CI
167
Cambiar Investors
Colorado
$8.62M +$5.02M +44,846 +140%
ICOA
168
Investment Centers of America
North Dakota
$8.51M +$3.24M +28,920 +61%
OCM
169
One Capital Management
California
$8.48M -$32.7K -292 -0.4%
IH
170
IFC Holdings
Florida
$8.33M -$226K -2,018 -3%
KP
171
Keel Point
Alabama
$8.33M +$1.57M +13,972 +23%
ACP
172
Aveo Capital Partners
Colorado
$8.28M +$8.28M +73,924 New
SIM
173
SSI Investment Management
California
$7.99M +$1.19M +10,584 +17%
TC
174
Telemus Capital
Michigan
$7.92M +$183K +1,631 +2%
UB
175
UMB Bank
Missouri
$7.67M +$648K +5,780 +9%
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