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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 %
MFW
276
Mosaic Family Wealth
Missouri
$2.49M -$571K -4,909 -19%
CSM
277
CAMG Solamere Management
North Carolina
$2.43M -$1.3M -11,203 -35%
AIM
278
Allen Investment Management
New York
$2.42M – – –
BCM
279
BTC Capital Management
Iowa
$2.36M – – –
OPCM
280
Osborne Partners Capital Management
California
$2.35M +$21.8K +187 +0.9%
CIA
281
Capital Investment Advisors
Georgia
$2.34M +$80.3K +690 +4%
DT
282
Diversified Trust
Tennessee
$2.33M +$654K +5,620 +39%
GA
283
GFS Advisors
Texas
$2.32M -$387K -3,321 -14%
CBU
284
CIBC Bank USA
Illinois
$2.31M +$10.1K +87 +0.4%
CG
285
Cutler Group
California
$2.3M +$2.02M +17,342 +721%
EAM
286
Evanson Asset Management
California
$2.28M +$46.6K +400 +2%
RPG
287
Risk Paradigm Group
Texas
$2.23M -$101K -864 -4%
MGIA
288
Moneta Group Investment Advisors
Missouri
$2.23M +$7.1K +61 +0.3%
SCM
289
SOL Capital Management
Maryland
$2.21M +$52.9K +454 +2%
HWM
290
Highwater Wealth Management
Colorado
$2.17M +$282K +2,424 +15%
FMC
291
First Merchants Corp
Indiana
$2.16M – – –
FFA
292
Fragasso Financial Advisors
Pennsylvania
$2.15M -$5.94K -51 -0.3%
CCM
293
Colorado Capital Management
Colorado
$2.13M -$76.5K -657 -3%
HCM
294
HM Capital Management
Missouri
$2.13M – – –
QCG
295
Quadrant Capital Group
Ohio
$2.09M -$40K -345 -2%
AAS
296
Annex Advisory Services
Wisconsin
$2.08M -$67.8K -582 -3%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$2.04M -$91.7K -788 -4%
BB
298
Busey Bank
Illinois
$2.02M – – –
WA
299
Waverly Advisors
Alabama
$2.01M -$38.8K -333 -2%
BSW
300
Buckingham Strategic Wealth
Missouri
$1.98M +$196K +1,682 +11%
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