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

Top Sellers

1
RJA
Raymond James & Associates
Florida
$438M
2
American Century Companies
American Century Companies
Missouri
$331M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.4M
4
Wells Fargo
Wells Fargo
California
$652M
5
Northern Trust
Northern Trust
Illinois
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
251
First Midwest Bank Trust Division
Illinois
$3.48M -$195K -1,697 -5%
BAM
252
Berkshire Asset Management
Pennsylvania
$3.46M – – –
EIC
253
Equity Investment Corp
Georgia
$3.43M -$21.7M -189,189 -86%
FIB
254
First Interstate Bank
Montana
$3.35M – – –
FIMS
255
FBL Investment Management Services
Iowa
$3.33M – – –
OFG
256
Oxford Financial Group
Indiana
$3.31M -$42.5K -370 -1%
JIP
257
Jaffetilchin Investment Partners
Florida
$3.26M +$3.26M +28,328 New
PA
258
Parallel Advisors
California
$3.24M -$247K -2,152 -7%
Lido Advisors
259
Lido Advisors
California
$3.15M +$890K +7,747 +39%
Millennium Management
260
Millennium Management
New York
$3.03M -$1.88M -16,354 -38%
MFW
261
Mosaic Family Wealth
Missouri
$3.02M -$102K -887 -3%
CA
262
Cornerstone Advisory
Maryland
$3.02M -$7.47K -65 -0.2%
JP
263
Jana Partners
New York
$2.99M +$2.99M +26,030 New
COI
264
Connable Office Inc
Michigan
$2.98M +$2.98M +25,947 New
SFG
265
Sage Financial Group
Pennsylvania
$2.89M +$70.7K +615 +3%
WIC
266
Whitegate Investment Counselors
New Hampshire
$2.88M +$25.7K +224 +0.9%
PI
267
Putnam Investments
Massachusetts
$2.84M – – –
SLT
268
St Louis Trust
Missouri
$2.83M -$200K -1,744 -7%
ST
269
Sageworth Trust
Pennsylvania
$2.82M -$2.87K -25 -0.1%
AIM
270
Acropolis Investment Management
Missouri
$2.82M -$3.45K -30 -0.1%
MWM
271
Mission Wealth Management
California
$2.81M +$4.02K +35 +0.1%
BCM
272
Bridgeway Capital Management
Texas
$2.79M -$1.51M -13,100 -35%
SSW
273
Smith Shellnut Wilson
Mississippi
$2.78M – – –
DLHL
274
Donald L. Hagan LLC
Florida
$2.72M -$9.34M -81,256 -77%
IP
275
Investment Partners
Ohio
$2.7M +$238K +2,071 +10%
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