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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
+$327M
3
PPA
Parametric Portfolio Associates
Washington
+$283M
4
TA
Teachers Advisors
New York
+$81.8M
5
RJA
Raymond James & Associates
Florida
+$74.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$83M
2
BIT
BlackRock Institutional Trust
California
-$68.5M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$49.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$47.9M
5
SB
Suntrust Banks
Georgia
-$46.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
201
Associated Banc-Corp
Wisconsin
$4.56M -$52.3K -495 -1%
LFG
202
LifePlan Financial Group
Ohio
$4.55M -$63.2K -598 -1%
P
203
Pitcairn
Pennsylvania
$4.54M -$49.1K -465 -1%
BAAM
204
Baker Avenue Asset Management
California
$4.41M +$1.64M +15,550 +59%
RTS
205
Round Table Services
New Jersey
$4.26M -$309K -2,924 -7%
PIM
206
Parasol Investment Management
Illinois
$4.26M -$57.7K -546 -1%
SCG
207
Sonata Capital Group
Washington
$4.2M +$61.7K +584 +1%
FHA
208
First Horizon Advisors
Tennessee
$4.17M +$92.7K +884 +2%
WT
209
Whittier Trust
California
$4.17M -$2.75K -26 -0.1%
MFP
210
Mosaic Financial Partners
California
$4.15M -$284K -2,693 -6%
BOS
211
Bingham Osborn & Scarborough
California
$4.11M -$28.2K -267 -0.7%
DPI
212
Diversified Portfolios Inc
Michigan
$4.09M -$151K -1,429 -4%
UR
213
USCA RIA
Texas
$4.05M -$26K -246 -0.6%
BFA
214
Beaumont Financial Advisors
Massachusetts
$3.95M +$3.65M +34,518 +1,188%
HCMT
215
Highland Capital Management (Tennessee)
Tennessee
$3.84M +$234K +2,213 +6%
JHC
216
JFB Holdings Corp
Georgia
$3.79M +$329K +3,115 +10%
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$3.77M +$1.06M +10,041 +39%
NFA
218
Nationwide Fund Advisors
Ohio
$3.68M +$2.24M +21,211 +156%
TG
219
Threshold Group
Washington
$3.67M -$518K -4,903 -12%
CGL
220
Clarius Group LLC
Washington
$3.63M +$569K +5,384 +19%
JFG
221
JMG Financial Group
Illinois
$3.57M -$29.9K -283 -0.8%
AWP
222
Ascent Wealth Partners
New York
$3.55M -$8.98K -85 -0.3%
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$3.55M -$32.2K -305 -0.9%
WSTAM
224
Wilbanks Smith & Thomas Asset Management
Virginia
$3.54M -$102K -965 -3%
GA
225
GFS Advisors
Texas
$3.54M +$138K +1,306 +4%
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