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iShares Russell 1000 Value ETF
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Overview Fund Activity

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.85B
2
Citigroup
Citigroup
New York
+$209M
3
GLI
Guardian Life Insurance
New York
+$71.7M
4
EFS
Edelman Financial Services
Virginia
+$58M
5
Northern Trust
Northern Trust
Illinois
+$49.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$365M
2
BL
Balentine LLC
Georgia
-$163M
3
Franklin Resources
Franklin Resources
California
-$162M
4
PPA
Parametric Portfolio Associates
Washington
-$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$3.15M -$56.1K -470 -2%
AB
252
Amalgamated Bank
New York
$3.14M -$692K -5,840 -18%
AssetMark Inc
253
AssetMark Inc
California
$3.13M -$968K -8,171 -24%
PI
254
Putnam Investments
Massachusetts
$3.04M -$75.1K -634 -2%
TLIC
255
Thai Life Insurance Company
Thailand
$3.01M -$2.96M -25,000 -50%
CS
256
Credit Suisse
Switzerland
$2.98M +$1.02M +8,593 +52%
WIC
257
Whitegate Investment Counselors
New Hampshire
$2.98M +$3.91K +33 +0.1%
SFG
258
Sage Financial Group
Pennsylvania
$2.93M -$42.6K -359 -1%
SFA
259
Sequoia Financial Advisors
Ohio
$2.86M +$1.02M +8,983 +56%
SLT
260
St Louis Trust
Missouri
$2.86M -$47.4K -400 -2%
AIM
261
Acropolis Investment Management
Missouri
$2.85M -$40.3K -340 -1%
KCM
262
Karp Capital Management
California
$2.74M -$214K -1,802 -7%
MWM
263
Mission Wealth Management
California
$2.73M -$9.96K -84 -0.4%
CSM
264
CAMG Solamere Management
North Carolina
$2.71M +$238K +2,003 +10%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$2.7M +$1.93M +16,327 +254%
CDIA
266
Capital Directions Investment Advisors
Georgia
$2.69M +$356 +3 +0%
RWG
267
Regal Wealth Group
California
$2.65M +$18.3K +154 +0.7%
NFA
268
Nationwide Fund Advisors
Ohio
$2.63M -$1.2M -10,093 -31%
CI
269
Cambiar Investors
Colorado
$2.6M -$4.97M -41,939 -66%
MGIA
270
Moneta Group Investment Advisors
Missouri
$2.58M +$311K +2,625 +14%
MFW
271
Mosaic Family Wealth
Missouri
$2.56M +$22.2K +187 +0.9%
NB
272
Nicolet Bankshares
Wisconsin
$2.55M -$86K -726 -3%
EAM
273
Evanson Asset Management
California
$2.54M +$214K +1,806 +9%
PAS
274
Partnervest Advisory Services
California
$2.52M -$43.3K -365 -2%
DT
275
Diversified Trust
Tennessee
$2.51M +$139K +1,173 +6%
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