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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 %
SBSB
351
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.3M – – –
WF
352
Welch & Forbes
Massachusetts
$1.3M +$1.3M +11,269 New
CBA
353
Coastal Bridge Advisors
Connecticut
$1.28M +$649K +5,644 +104%
HNB
354
Huntington National Bank
Ohio
$1.27M – – –
GRP
355
Global Retirement Partners
California
$1.26M +$33.6K +292 +3%
PAG
356
Pinnacle Advisory Group
Maryland
$1.24M -$14.8K -129 -1%
Fiera Capital (Canada)
357
Fiera Capital (Canada)
Quebec, Canada
$1.21M -$641K -5,577 -35%
SCA
358
Stillwater Capital Advisors
Pennsylvania
$1.19M -$507K -4,415 -30%
SMC
359
Smith, Moore & Co
Missouri
$1.18M -$2.3K -20 -0.2%
ST
360
Spinnaker Trust
Maine
$1.18M +$166K +1,440 +16%
MCM
361
Manchester Capital Management
Vermont
$1.17M – – –
IWM
362
Integrated Wealth Management
California
$1.15M +$2.76K +24 +0.2%
RC
363
Rinet Company
Massachusetts
$1.13M +$118K +1,027 +12%
TIM
364
Tortoise Investment Management
New York
$1.12M – – –
Chevy Chase Trust
365
Chevy Chase Trust
Maryland
$1.09M -$39.1K -340 -3%
NPC
366
National Planning Corporation
California
$1.09M -$48K -418 -4%
VWA
367
V Wealth Advisors
Kansas
$1.09M -$80.8K -703 -7%
MHS
368
M Holdings Securities
Oregon
$1.08M +$460 +4 +0%
RWA
369
RGT Wealth Advisors
Texas
$1.07M -$4.14K -36 -0.4%
I
370
IberiaBank
Louisiana
$1.06M +$26.4K +230 +3%
Credit Agricole
371
Credit Agricole
France
$1.05M +$1.05M +28,515 New
WDL
372
Well Done LLC
Michigan
$1.04M +$1.04M +9,050 New
AAM
373
Autus Asset Management
Arizona
$1.03M -$26.6K -231 -3%
BCP
374
Berkeley Capital Partners
Georgia
$1.03M -$60K -522 -6%
TSS
375
Two Sigma Securities
New York
$1.03M +$1.03M +8,921 New
13 14
15
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