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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.

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
1
Balentine LLC
Georgia
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.93B
3
PPA
3
Parametric Portfolio Associates
Washington
$287M
4
TA
4
Teachers Advisors
New York
$104M
5
RJA
5
Raymond James & Associates
Florida
$713M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$46M
2
BIT
2
BlackRock Institutional Trust
California
$17.6M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.27B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$249K
5
SB
5
Suntrust Banks
Georgia
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.24B 21,217,104 -381,936 -2%
EFS
2
Edelman Financial Services
Virginia
$2.01B 18,988,757 +318,699 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.93B 18,274,709 +3,097,557 +20%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.27B 12,045,775 -472,621 -4%
Goldman Sachs
5
Goldman Sachs
New York
$833M 7,888,626 +69,585 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$714M 6,760,278 +53,107 +0.8%
RJA
7
Raymond James & Associates
Florida
$713M 6,747,063 +707,616 +12%
American Century Companies
8
American Century Companies
Missouri
$631M 5,969,726 +131,413 +2%
Wells Fargo
9
Wells Fargo
California
$591M 5,591,270 -150,000 -3%
TCT
10
TIAA CREF Trust
Missouri
$518M 4,905,348 +200,953 +4%
SB
11
Suntrust Banks
Georgia
$444M 4,199,562 -443,273 -10%
UBS Group
12
UBS Group
Switzerland
$437M 4,135,320 +177,127 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$409M 3,875,521 +150,488 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$373M 3,530,976 +186,709 +6%
BL
15
Balentine LLC
Georgia
$345M 3,269,784 +3,269,784 New
William Blair Investment Management
16
William Blair Investment Management
Illinois
$322M 3,052,700 -216,200 -7%
PPA
17
Parametric Portfolio Associates
Washington
$287M 2,713,068 +2,677,354 +7,497%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$273M 2,584,843 +76,375 +3%
SF
19
Synovus Financial
Georgia
$270M 2,560,672 +142,514 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$189M 1,786,926 -308,245 -15%
M&T Bank
21
M&T Bank
New York
$179M 1,698,146 -12,745 -0.7%
CB
22
Commerce Bank
Missouri
$174M 1,648,950 -65,723 -4%
ECM
23
ETrade Capital Management
Virginia
$168M 1,589,633 +30,647 +2%
SLI
24
Symetra Life Insurance
Washington
$112M 1,056,647 +11,312 +1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$105M 990,428 +53,857 +6%
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