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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 %
GT
201
Glenmede Trust
Pennsylvania
$5.67M +$23.1K +206 +0.4%
TLIC
202
Thai Life Insurance Company
Thailand
$5.65M +$5.65M +50,400 New
BF
203
BOK Financial
Oklahoma
$5.58M -$64K -571 -1%
FUBT
204
First United Bank & Trust
Maryland
$5.43M +$159K +1,423 +3%
EA
205
Edge Advisors
Georgia
$5.4M +$5.4M +48,170 New
WAM
206
Wolverine Asset Management
Illinois
$5.29M +$3.63M +32,364 +218%
Eagle Capital Management (New York)
207
Eagle Capital Management (New York)
New York
$5.22M +$5.22M +46,600 New
FCBT
208
First Citizens Bank & Trust
North Carolina
$5.07M +$2.67M +23,839 +111%
SIA
209
Starfire Investment Advisers
Michigan
$4.94M -$23.5K -210 -0.5%
PCM
210
Pointe Capital Management
Michigan
$4.94M +$4.46M +39,783 +918%
1IA
211
1834 Investment Advisors
Wisconsin
$4.89M -$202K -1,800 -4%
BAAM
212
Baker Avenue Asset Management
California
$4.89M +$209K +1,862 +4%
RCAG
213
Rehmann Capital Advisory Group
Michigan
$4.84M -$930K -8,297 -16%
HCA
214
Harbour Capital Advisors
Virginia
$4.84M -$39.2K -350 -0.8%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$4.84M +$4.69M +41,891 +3,314%
DW
216
Domani Wealth
Pennsylvania
$4.8M -$172K -1,531 -3%
Millennium Management
217
Millennium Management
New York
$4.79M +$1.95M +17,428 +69%
LFG
218
LifePlan Financial Group
Ohio
$4.69M -$136K -1,217 -3%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$4.68M +$996K +8,876 +27%
AssetMark Inc
220
AssetMark Inc
California
$4.6M -$1.01M -8,999 -18%
OC
221
Oppenheimer & Co
New York
$4.57M -$1.91M -17,023 -29%
AG
222
Appleton Group
Wisconsin
$4.53M -$5.09M -45,472 -53%
SCG
223
Sonata Capital Group
Washington
$4.47M +$16.6K +148 +0.4%
RTS
224
Round Table Services
New Jersey
$4.45M -$66.8K -596 -1%
HCMT
225
Highland Capital Management (Tennessee)
Tennessee
$4.44M +$366K +3,267 +9%
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