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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 %
SC
326
Savant Capital
Illinois
$1.53M – – –
MAM
327
Meeder Asset Management
Ohio
$1.51M -$65.9K -566 -4%
NEPWA
328
New England Private Wealth Advisors
Massachusetts
$1.49M – – –
HW
329
Hancock Whitney
Mississippi
$1.44M +$617K +5,299 +75%
BAS
330
Brown Advisory Securities
Maryland
$1.44M +$1.05K +9 +0.1%
RBC
331
Ronald Blue & Co
Georgia
$1.42M -$17.1K -147 -1%
OIA
332
OneDigital Investment Advisors
Kansas
$1.4M +$1.4M +12,008 New
CCT
333
Chemung Canal Trust
New York
$1.37M – – –
HSA
334
HBK Sorce Advisory
Pennsylvania
$1.35M -$1.86K -16 -0.1%
GA
335
Geneva Advisors
Illinois
$1.32M +$349 +3 +0%
SBSB
336
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.32M – – –
GRP
337
Global Retirement Partners
California
$1.31M +$32.4K +278 +3%
WF
338
Welch & Forbes
Massachusetts
$1.31M -$5.83K -50 -0.4%
CNBT
339
Canandaigua National Bank & Trust
New York
$1.3M +$1.3M +11,201 New
VanEck Associates
340
VanEck Associates
New York
$1.3M -$1.3M -11,189 -50%
CBA
341
Coastal Bridge Advisors
Connecticut
$1.29M – – –
ClearBridge Investments
342
ClearBridge Investments
New York
$1.29M +$1.29M +11,042 New
Manulife (Manufacturers Life Insurance)
343
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M +$1.07M +9,181 +519%
PAG
344
Pinnacle Advisory Group
Maryland
$1.26M – – –
FTS
345
Fifth Third Securities
Ohio
$1.25M -$126K -1,083 -9%
HNB
346
Huntington National Bank
Ohio
$1.21M -$1.27M -2,867 Closed
Neuberger Berman Group
347
Neuberger Berman Group
New York
$1.21M -$158K -1,361 -12%
CW
348
Cobiz Wealth
Colorado
$1.21M -$377K -3,241 -24%
Fiera Capital (Canada)
349
Fiera Capital (Canada)
Quebec, Canada
$1.21M -$10.2K -88 -0.8%
SMC
350
Smith, Moore & Co
Missouri
$1.21M +$4.89K +42 +0.4%
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