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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 %
FDCC
326
Foster Dykema Cabot & Co
Massachusetts
$1.47M -$1.18M -9,948 -45%
CCT
327
Chemung Canal Trust
New York
$1.47M +$74.7K +630 +5%
HNB
328
Huntington National Bank
Ohio
$1.46M -$1.21M – –
ST
329
Sageworth Trust
Pennsylvania
$1.42M -$1.49M -12,575 -51%
CNBT
330
Canandaigua National Bank & Trust
New York
$1.4M +$75.8K +640 +6%
Simplex Trading
331
Simplex Trading
Illinois
$1.4M +$1.4M +11,801 New
EVM
332
Eaton Vance Management
Massachusetts
$1.39M -$71.3M -601,263 -98%
FT
333
Fiduciary Trust
Massachusetts
$1.38M -$557K -4,700 -29%
Neuberger Berman Group
334
Neuberger Berman Group
New York
$1.36M +$125K +1,056 +10%
HSA
335
HBK Sorce Advisory
Pennsylvania
$1.35M -$33.3K -281 -2%
CBA
336
Coastal Bridge Advisors
Connecticut
$1.32M – – –
MWM
337
Merriman Wealth Management
Washington
$1.31M +$917K +7,740 +233%
WHG
338
Westwood Holdings Group
Texas
$1.28M +$1.28M +10,817 New
GRP
339
Global Retirement Partners
California
$1.24M -$91K -768 -7%
PAG
340
Pinnacle Advisory Group
Maryland
$1.24M -$39.6K -334 -3%
Fiera Capital (Canada)
341
Fiera Capital (Canada)
Quebec, Canada
$1.23M – – –
SMC
342
Smith, Moore & Co
Missouri
$1.23M +$3.91K +33 +0.3%
CA
343
Clearstead Advisors
Ohio
$1.22M -$356 -3 -0%
MCM
344
Manchester Capital Management
Vermont
$1.21M – – –
ST
345
Spinnaker Trust
Maine
$1.21M – – –
SSB
346
Sandy Spring Bank
Maryland
$1.21M +$162K +1,365 +15%
CW
347
Cobiz Wealth
Colorado
$1.2M -$37K -312 -3%
GBT
348
Grove Bank & Trust
Florida
$1.2M +$1.2M +10,087 New
WF
349
Welch & Forbes
Massachusetts
$1.18M -$145K -1,225 -11%
TSS
350
Two Sigma Securities
New York
$1.18M +$1.18M +9,958 New
12 13
14
15 16