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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 %
CT
326
Coastline Trust
Rhode Island
$1.72M +$50.6K +440 +3%
WA
327
Winfield Associates
Ohio
$1.71M – – –
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$1.7M -$19.8K -172 -1%
PFM
329
Phillips Financial Management
Indiana
$1.66M -$7.58K -67 -0.5%
DT
330
Diversified Trust
Tennessee
$1.65M +$275K +2,388 +20%
YMRC
331
Yorktown Management & Research Company
Virginia
$1.61M +$1.61M +14,000 New
CFA
332
Cahill Financial Advisors
Minnesota
$1.59M +$36.2K +315 +2%
CW
333
Cobiz Wealth
Colorado
$1.57M +$4.48K +39 +0.3%
CWM
334
Concert Wealth Management
California
$1.56M -$117K -1,041 -7%
MAM
335
Meeder Asset Management
Ohio
$1.56M +$162K +1,414 +12%
SC
336
Savant Capital
Illinois
$1.51M -$13.9K -121 -0.9%
BJL
337
Brighton Jones LLC
Washington
$1.51M +$970K +8,437 +179%
BP
338
Ballentine Partners
Massachusetts
$1.51M +$35.4K +308 +2%
NEPWA
339
New England Private Wealth Advisors
Massachusetts
$1.47M +$5.87K +51 +0.4%
FTUS
340
Flow Traders U.S.
New York
$1.46M -$9.81M -85,304 -87%
BAS
341
Brown Advisory Securities
Maryland
$1.42M +$174K +1,518 +14%
RBC
342
Ronald Blue & Co
Georgia
$1.42M +$221K +1,924 +19%
GLA
343
Great Lakes Advisors
Illinois
$1.37M -$242K -2,108 -15%
GC
344
Garde Capital
Washington
$1.36M -$325K -2,830 -19%
FTS
345
Fifth Third Securities
Ohio
$1.36M -$1.52M -13,196 -53%
Neuberger Berman Group
346
Neuberger Berman Group
New York
$1.36M -$557K -4,846 -29%
CCT
347
Chemung Canal Trust
New York
$1.35M – – –
WA
348
WFG Advisors
Texas
$1.35M +$465K +4,048 +53%
HSA
349
HBK Sorce Advisory
Pennsylvania
$1.34M -$17.6K -153 -1%
GA
350
Geneva Advisors
Illinois
$1.3M +$225K +1,961 +21%
12 13
14
15 16