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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.

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
1
Fidelity Investments
Massachusetts
$2.29B
2
BL
2
Balentine LLC
Georgia
$598M
3
PPA
3
Parametric Portfolio Associates
Washington
$491M
4
BIT
4
BlackRock Institutional Trust
California
$197M
5
Morgan Stanley
5
Morgan Stanley
New York
$860M

Top Sellers

1
TA
1
Teachers Advisors
New York
$37.2M
2
Bank of America
2
Bank of America
North Carolina
$2.31B
3
American Century Companies
3
American Century Companies
Missouri
$632M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$78.1M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.32B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.31B 20,581,667 -635,437 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.29B 20,410,438 +2,135,729 +12%
EFS
3
Edelman Financial Services
Virginia
$2.14B 19,123,226 +134,469 +0.7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.32B 11,780,510 -265,265 -2%
Goldman Sachs
5
Goldman Sachs
New York
$908M 8,105,589 +216,963 +3%
Morgan Stanley
6
Morgan Stanley
New York
$860M 7,672,303 +912,025 +13%
RJA
7
Raymond James & Associates
Florida
$811M 7,241,532 +494,469 +7%
Wells Fargo
8
Wells Fargo
California
$675M 6,023,406 +432,136 +8%
American Century Companies
9
American Century Companies
Missouri
$632M 5,642,120 -327,606 -5%
BL
10
Balentine LLC
Georgia
$598M 5,340,920 +2,071,136 +63%
TCT
11
TIAA CREF Trust
Missouri
$564M 5,033,020 +127,672 +3%
PPA
12
Parametric Portfolio Associates
Washington
$491M 4,382,342 +1,669,274 +62%
SB
13
Suntrust Banks
Georgia
$487M 4,350,625 +151,063 +4%
UBS Group
14
UBS Group
Switzerland
$481M 4,290,079 +154,759 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$466M 4,156,680 +281,159 +7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$385M 3,440,063 -90,913 -3%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$313M 2,798,100 -254,600 -8%
SF
18
Synovus Financial
Georgia
$304M 2,712,675 +152,003 +6%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$303M 2,700,576 +115,733 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$208M 1,854,096 +67,170 +4%
M&T Bank
21
M&T Bank
New York
$204M 1,823,362 +125,216 +7%
BIT
22
BlackRock Institutional Trust
California
$197M 1,759,492 +1,593,097 +957%
ECM
23
ETrade Capital Management
Virginia
$183M 1,630,813 +41,180 +3%
CB
24
Commerce Bank
Missouri
$182M 1,624,647 -24,303 -1%
BIM
25
BlackRock Investment Management
Delaware
$164M 1,467,129 +562,864 +62%
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