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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
Balentine LLC
Georgia
$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.93B
3
PPA
Parametric Portfolio Associates
Washington
$287M
4
TA
Teachers Advisors
New York
$104M
5
RJA
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$46M
2
BIT
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
Suntrust Banks
Georgia
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
176
Bienville Capital Management
New York
$5.72M +$5.72M +54,121 New
WB
177
Webster Bank
Connecticut
$5.69M +$605K +5,727 +12%
AMG
178
Asset Management Group
Connecticut
$5.66M -$40.3K -382 -0.7%
IAA
179
Ironsides Asset Advisors
North Carolina
$5.66M – – –
KSA
180
Ken Stern & Associates
California
$5.57M +$5.57M +52,776 New
KT
181
Kanaly Trust
Texas
$5.54M -$108K -1,022 -2%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$5.44M -$121K -1,145 -2%
DLHL
183
Donald L. Hagan LLC
Florida
$5.38M +$4.35M +41,188 +422%
CB
184
Community Bank
New York
$5.37M -$475K -4,500 -8%
NL
185
NWAM LLC
Washington
$5.36M -$271K -2,569 -5%
DIA
186
Denver Investment Advisors
Colorado
$5.34M +$447K +4,236 +9%
GT
187
Glenmede Trust
Pennsylvania
$5.33M -$12.5K -118 -0.2%
BF
188
BOK Financial
Oklahoma
$5.32M +$92.3K +874 +2%
AssetMark Inc
189
AssetMark Inc
California
$5.29M -$814K -7,703 -13%
FTS
190
Fifth Third Securities
Ohio
$5.01M +$439K +4,157 +10%
AIA
191
Arbor Investment Advisors
North Carolina
$4.98M -$150K -1,422 -3%
LWA
192
Lenox Wealth Advisors
New York
$4.97M -$1.36M -12,909 -22%
FUBT
193
First United Bank & Trust
Maryland
$4.97M +$51.7K +490 +1%
ICOA
194
Investment Centers of America
North Dakota
$4.97M -$439K -4,157 -8%
CCWA
195
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.93M -$71.1K -673 -1%
1IA
196
1834 Investment Advisors
Wisconsin
$4.8M +$10.6K +100 +0.2%
DW
197
Domani Wealth
Pennsylvania
$4.69M +$322K +3,046 +7%
SIA
198
Starfire Investment Advisers
Michigan
$4.68M +$6.97K +66 +0.1%
FMBTD
199
First Midwest Bank Trust Division
Illinois
$4.68M -$2.35M -22,295 -33%
HCA
200
Harbour Capital Advisors
Virginia
$4.6M -$576K -5,455 -11%
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