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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 %
PA
251
Parallel Advisors
California
$3.14M -$165K -1,412 -5%
PI
252
Putnam Investments
Massachusetts
$3.06M +$186K +1,596 +6%
IP
253
Investment Partners
Ohio
$3.04M +$307K +2,636 +11%
IA
254
IndexIQ Advisors
New York
$3M -$12.7M -109,297 -81%
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$2.98M -$934K -8,021 -24%
WIC
256
Whitegate Investment Counselors
New Hampshire
$2.92M +$8.73K +75 +0.3%
SFG
257
Sage Financial Group
Pennsylvania
$2.92M -$8.27K -71 -0.3%
KCM
258
Karp Capital Management
California
$2.9M +$326K +2,800 +13%
ST
259
Sageworth Trust
Pennsylvania
$2.86M – – –
SLT
260
St Louis Trust
Missouri
$2.85M -$18K -155 -0.6%
AIM
261
Acropolis Investment Management
Missouri
$2.84M -$10.4K -89 -0.4%
FMBTD
262
First Midwest Bank Trust Division
Illinois
$2.7M -$826K -7,095 -23%
Boston Partners
263
Boston Partners
Massachusetts
$2.7M +$582 +5 +0%
MWM
264
Mission Wealth Management
California
$2.69M -$153K -1,315 -5%
HB
265
Homrich & Berg
Georgia
$2.67M -$54.4K -467 -2%
CDIA
266
Capital Directions Investment Advisors
Georgia
$2.64M -$65.8K -565 -2%
DLHL
267
Donald L. Hagan LLC
Florida
$2.62M -$139K -1,190 -5%
FDCC
268
Foster Dykema Cabot & Co
Massachusetts
$2.6M – – –
NB
269
Nicolet Bankshares
Wisconsin
$2.59M -$15.3K -131 -0.6%
RWG
270
Regal Wealth Group
California
$2.59M -$14.1K -121 -0.5%
SHJ
271
Sharkey, Howes & Javer
Colorado
$2.54M -$1.92M -16,453 -43%
LFAS
272
Level Four Advisory Services
Texas
$2.54M -$27.8M -243,260 -92%
PAS
273
Partnervest Advisory Services
California
$2.52M +$80.2K +689 +3%
PV
274
Private Vista
Illinois
$2.51M +$10.1K +86 +0.4%
SSW
275
Smith Shellnut Wilson
Mississippi
$2.5M – – –
9 10
11
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