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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 %
JIP
351
Jaffetilchin Investment Partners
Florida
$1.16M +$28K +236 +2%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$1.16M -$14.8K -125 -1%
TIM
353
Tortoise Investment Management
New York
$1.16M – – –
MHS
354
M Holdings Securities
Oregon
$1.15M -$17.3K -146 -1%
FWCM
355
Ferguson Wellman Capital Management
Oregon
$1.15M +$317K +2,675 +38%
SCA
356
Stillwater Capital Advisors
Pennsylvania
$1.15M -$78.2K -660 -6%
FFA
357
Fragasso Financial Advisors
Pennsylvania
$1.14M -$1.05M -8,857 -48%
RC
358
Rinet Company
Massachusetts
$1.14M +$2.25K +19 +0.2%
VWA
359
V Wealth Advisors
Kansas
$1.14M +$11.9K +100 +1%
JWA
360
JFS Wealth Advisors
Pennsylvania
$1.13M +$939K +7,924 +491%
AIM
361
Aspen Investment Management
Michigan
$1.12M +$1.12M +9,405 New
RFM
362
Royal Fund Management
Florida
$1.11M +$571K +4,821 +106%
CT
363
Coastline Trust
Rhode Island
$1.1M +$12.4K +105 +1%
WDL
364
Well Done LLC
Michigan
$1.09M +$20.2K +170 +2%
GC
365
Garde Capital
Washington
$1.09M -$14.6K -123 -1%
W
366
Wealthfront
California
$1.08M +$1.08M +9,115 New
AAM
367
Autus Asset Management
Arizona
$1.06M -$13.5K -114 -1%
SCA
368
STALEY CAPITAL ADVISERS
Pennsylvania
$1.05M – – –
PFA
369
Pure Financial Advisors
California
$1.04M -$26.1K -220 -2%
GLA
370
Good Life Advisors
Pennsylvania
$1.04M +$47.9K +401 +5%
FTS
371
Fifth Third Securities
Ohio
$1.03M -$248K -2,095 -19%
Eagle Capital Management (New York)
372
Eagle Capital Management (New York)
New York
$1.03M +$1.03M +8,650 New
ACS
373
Archford Capital Strategies
Illinois
$1.01M +$10.1K +85 +1%
MWM
374
Modera Wealth Management
New Jersey
$1M – – –
TNB
375
Thomasville National Bank
Georgia
$1M +$14.2K +120 +1%
13 14
15
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