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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 %
SCM
301
SOL Capital Management
Maryland
$2.13M -$97.7K -850 -4%
FFA
302
Fragasso Financial Advisors
Pennsylvania
$2.13M -$43K -374 -2%
AAS
303
Annex Advisory Services
Wisconsin
$2.12M -$168K -1,460 -7%
AB
304
Amalgamated Bank
New York
$2.11M -$1.03M -8,959 -33%
SSWM
305
Sheets Smith Wealth Management
North Carolina
$2.1M -$29K -252 -1%
QCG
306
Quadrant Capital Group
Ohio
$2.1M – – –
HCM
307
HM Capital Management
Missouri
$2.1M – – –
WA
308
Waverly Advisors
Alabama
$2.03M +$1.56M +13,609 +339%
BB
309
Busey Bank
Illinois
$2M -$8.62K -75 -0.4%
TFA
310
Transamerica Financial Advisors
Florida
$1.97M +$1.53M +13,328 +349%
GFPC
311
Global Financial Private Capital
Florida
$1.95M +$1.95M +16,955 New
FT
312
Fiduciary Trust
Massachusetts
$1.93M -$166K -1,442 -8%
FIM
313
Freedom Investment Management
Connecticut
$1.92M -$337K -2,933 -15%
SC
314
SouthState Corp
Florida
$1.91M -$39.7K -345 -2%
FTIOP
315
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.89M -$129K -1,125 -6%
MWP
316
MYCIO Wealth Partners
Pennsylvania
$1.89M -$38K -331 -2%
VFA
317
Voya Financial Advisors
Connecticut
$1.87M -$117K -1,017 -6%
HWM
318
Highwater Wealth Management
Colorado
$1.86M -$60.1K -523 -3%
WI
319
WBI Investments
New Jersey
$1.82M +$1.04M +9,003 +132%
AB
320
Atlas Brown
Kentucky
$1.8M +$15.4K +134 +0.9%
MIAN
321
Mariner Independent Advisor Network
Kansas
$1.8M -$30.7M -266,921 -94%
MMG
322
Monetary Management Group
Missouri
$1.77M -$208K -1,813 -11%
SFA
323
Sequoia Financial Advisors
Ohio
$1.76M -$201K -1,860 -10%
BSW
324
Buckingham Strategic Wealth
Missouri
$1.76M -$28.3K -246 -2%
BIC
325
Bridges Investment Counsel
Nebraska
$1.76M +$33.3K +290 +2%
11 12
13
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