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iShares Russell 1000 Value ETF
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Overview Fund Activity

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
3
LPL Financial
LPL Financial
California
+$160M
4
G
Gainplan
Michigan
+$140M
5
Goldman Sachs
Goldman Sachs
New York
+$72.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$424M
2
PPA
Parametric Portfolio Associates
Washington
-$327M
3
Bank of America
Bank of America
North Carolina
-$277M
4
ECM
ETrade Capital Management
Virginia
-$198M
5
Morgan Stanley
Morgan Stanley
New York
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
226
Mosaic Financial Partners
California
$3.97M -$48.8K -419 -1%
BCM
227
Bienville Capital Management
New York
$3.95M -$4.66M -40,062 -54%
LWA
228
Lenox Wealth Advisors
New York
$3.89M -$255K -2,194 -6%
DPI
229
Diversified Portfolios Inc
Michigan
$3.88M -$163K -1,401 -4%
RTS
230
Round Table Services
New Jersey
$3.85M -$772K -6,628 -17%
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$3.82M -$196K -1,686 -5%
RhumbLine Advisers
232
RhumbLine Advisers
Massachusetts
$3.77M -$4.83M -41,451 -56%
NFA
233
Nationwide Fund Advisors
Ohio
$3.76M -$2.4M -20,605 -39%
AB
234
Amalgamated Bank
New York
$3.76M +$1.62M +13,940 +76%
UR
235
USCA RIA
Texas
$3.72M -$73.3K -630 -2%
WTC
236
WhitTier Trust Company
Nevada
$3.71M -$49.7K -427 -1%
SIM
237
SSI Investment Management
California
$3.6M -$1.8M -15,450 -33%
AI
238
Atria Investments
North Carolina
$3.57M -$164K -1,409 -4%
CGL
239
Clarius Group LLC
Washington
$3.57M -$86.8K -745 -2%
MPM
240
Meritage Portfolio Management
Kansas
$3.54M -$4.11M -35,293 -54%
BAM
241
Berkshire Asset Management
Pennsylvania
$3.52M +$14.9K +128 +0.4%
CA
242
Cornerstone Advisory
Maryland
$3.4M +$344K +2,958 +11%
FIB
243
First Interstate Bank
Montana
$3.4M – – –
FIMS
244
FBL Investment Management Services
Iowa
$3.38M – – –
JFG
245
JMG Financial Group
Illinois
$3.34M -$310K -2,665 -9%
OFG
246
Oxford Financial Group
Indiana
$3.33M -$22.5K -193 -0.7%
Lido Advisors
247
Lido Advisors
California
$3.33M +$133K +1,142 +4%
EIC
248
Equity Investment Corp
Georgia
$3.29M -$180K -1,542 -5%
FA
249
FCG Advisors
New Jersey
$3.16M -$110K -945 -3%
YMRC
250
Yorktown Management & Research Company
Virginia
$3.14M +$1.51M +13,000 +93%
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