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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 %
HB
276
Homrich & Berg
Georgia
$2.69M +$1.61M +13,986 +148%
CDIA
277
Capital Directions Investment Advisors
Georgia
$2.67M -$11.6K -101 -0.4%
GA
278
GFS Advisors
Texas
$2.67M -$462K -4,021 -15%
Boston Partners
279
Boston Partners
Massachusetts
$2.66M -$3.58M -31,149 -57%
NB
280
Nicolet Bankshares
Wisconsin
$2.57M +$49K +426 +2%
VanEck Associates
281
VanEck Associates
New York
$2.57M -$223K -1,939 -8%
RWG
282
Regal Wealth Group
California
$2.57M -$16K -139 -0.6%
FDCC
283
Foster Dykema Cabot & Co
Massachusetts
$2.57M – – –
KCM
284
Karp Capital Management
California
$2.54M +$506K +4,406 +25%
Barclays
285
Barclays
United Kingdom
$2.49M +$1.37M +11,958 +124%
PV
286
Private Vista
Illinois
$2.45M +$19.2K +167 +0.8%
PAS
287
Partnervest Advisory Services
California
$2.41M -$114K -995 -5%
SFS
288
Sowell Financial Services
Arkansas
$2.41M +$2.29M +19,931 +1,909%
PIM
289
Parasol Investment Management
Illinois
$2.4M -$652K -5,676 -21%
AIM
290
Allen Investment Management
New York
$2.38M -$21.8K -190 -0.9%
BCM
291
BTC Capital Management
Iowa
$2.33M – – –
FA
292
FCG Advisors
New Jersey
$2.32M +$533K +6,445 +30%
RPG
293
Risk Paradigm Group
Texas
$2.3M +$772K +6,713 +50%
OPCM
294
Osborne Partners Capital Management
California
$2.3M – – –
CBU
295
CIBC Bank USA
Illinois
$2.27M +$292K +2,544 +15%
CIA
296
Capital Investment Advisors
Georgia
$2.23M +$1.76M +15,269 +367%
EAM
297
Evanson Asset Management
California
$2.21M +$64K +557 +3%
MGIA
298
Moneta Group Investment Advisors
Missouri
$2.19M +$82.7K +719 +4%
CCM
299
Colorado Capital Management
Colorado
$2.18M -$10.2K -89 -0.5%
FMC
300
First Merchants Corp
Indiana
$2.13M -$3.22K -28 -0.2%
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