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iShares Russell 1000 Value ETF
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Overview Fund Activity

702 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 232 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+14
Holders Change %
+2.03%
% of All Funds
17.5%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.47%
New
71
Increased
232
Reduced
270
Closed
52
Calls
$15M
Puts
$12M
Net Calls
+$3.04M
Net Calls Change
+$1.47M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.7B
2
BlackRock
2
BlackRock
New York
$290M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.55B
4
Bank of America
4
Bank of America
North Carolina
$2.5B
5
TCT
5
TIAA CREF Trust
Missouri
$687M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$438M
2
American Century Companies
2
American Century Companies
Missouri
$331M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$17.4M
4
Wells Fargo
4
Wells Fargo
California
$652M
5
Northern Trust
5
Northern Trust
Illinois
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
226
Opes Advisors
California
$4.15M +$730K +6,350 +21%
BTS
227
BB&T Securities
Virginia
$4.13M +$1.18M +10,293 +40%
LWA
228
Lenox Wealth Advisors
New York
$4.09M -$77.8K -677 -2%
MAS
229
Managed Account Services
Florida
$4.09M -$251K -2,180 -6%
AIA
230
Arbor Investment Advisors
North Carolina
$4.07M -$64.4K -560 -2%
WAM
231
Wolverine Asset Management
Illinois
$4.06M -$1.36M -11,875 -25%
AssetMark Inc
232
AssetMark Inc
California
$4.05M -$677K -5,887 -14%
DPI
233
Diversified Portfolios Inc
Michigan
$4M -$372K -3,240 -9%
MFP
234
Mosaic Financial Partners
California
$3.97M -$197K -1,718 -5%
WSTAM
235
Wilbanks Smith & Thomas Asset Management
Virginia
$3.97M +$164K +1,423 +4%
WAM
236
Wealthspire Advisors (Maryland)
Maryland
$3.92M +$79K +687 +2%
CS
237
Comerica Securities
Michigan
$3.88M +$3.88M +33,768 New
AWP
238
Ascent Wealth Partners
New York
$3.87M -$9.89K -86 -0.3%
Kayne Anderson Rudnick Investment Management
239
Kayne Anderson Rudnick Investment Management
California
$3.86M -$8.05M -70,045 -68%
UR
240
USCA RIA
Texas
$3.75M -$256K -2,224 -6%
WTC
241
WhitTier Trust Company
Nevada
$3.71M -$115 -1 -0%
AI
242
Atria Investments
North Carolina
$3.69M +$911K +7,922 +33%
CSM
243
CAMG Solamere Management
North Carolina
$3.69M +$1.29M +11,262 +54%
CGL
244
Clarius Group LLC
Washington
$3.61M -$405K -3,519 -10%
JFG
245
JMG Financial Group
Illinois
$3.6M -$275K -2,389 -7%
SQA
246
Simon Quick Advisors
New Jersey
$3.58M +$1.78M +15,530 +99%
SCM
247
Sterling Capital Management
North Carolina
$3.56M +$3.56M +30,995 New
NIMC
248
NWQ Investment Management Company
California
$3.53M -$3.31M -28,794 -48%
LPL Financial
249
LPL Financial
California
$3.5M +$735K +6,403 +27%
MA
250
MUFG Americas
New York
$3.5M -$44.6K -388 -1%
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