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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 %
SFS
301
Sowell Financial Services
Arkansas
$2M +$15.5K +129 +0.8%
GG
302
GenWealth Group
New Jersey
$1.99M -$5.09K -43 -0.3%
QCG
303
Quadrant Capital Group
Ohio
$1.99M -$131K -1,115 -6%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$1.96M +$1.82M +14,947 +1,308%
BW
305
Biegel & Waller
Maryland
$1.95M +$1.95M +16,466 New
AB
306
Atlas Brown
Kentucky
$1.87M +$17.7K +149 +1%
MMG
307
Monetary Management Group
Missouri
$1.85M +$19.6K +165 +1%
MAM
308
Meeder Asset Management
Ohio
$1.85M +$313K +2,643 +20%
VFA
309
Voya Financial Advisors
Connecticut
$1.79M -$132K -1,113 -7%
Barclays
310
Barclays
United Kingdom
$1.78M +$1.11M +9,375 +165%
FIM
311
Freedom Investment Management
Connecticut
$1.77M +$83.7K +706 +5%
PFM
312
Phillips Financial Management
Indiana
$1.75M +$6.16K +52 +0.4%
OMC
313
Old Mission Capital
Illinois
$1.69M +$1.69M +14,258 New
Thrivent Financial for Lutherans
314
Thrivent Financial for Lutherans
Minnesota
$1.69M +$1.58M +13,360 +1,498%
BJL
315
Brighton Jones LLC
Washington
$1.69M +$30.6K +258 +2%
CFA
316
Cahill Financial Advisors
Minnesota
$1.69M +$79K +666 +5%
BAS
317
Brown Advisory Securities
Maryland
$1.66M +$197K +1,666 +13%
SBSB
318
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.65M +$313K +2,639 +23%
WA
319
Winfield Associates
Ohio
$1.61M -$107K -900 -6%
BP
320
Ballentine Partners
Massachusetts
$1.58M -$187K -1,579 -11%
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$1.58M -$180K -1,520 -10%
SC
322
Savant Capital
Illinois
$1.56M – – –
CG
323
Cutler Group
California
$1.56M -$782K -6,600 -33%
NEPWA
324
New England Private Wealth Advisors
Massachusetts
$1.52M +$8.05K +68 +0.5%
N
325
Natixis
France
$1.51M +$291K +2,454 +24%
11 12
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