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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 %
ST
376
Smithfield Trust
Pennsylvania
$988K +$355K +2,995 +56%
HTC
377
Haverford Trust Company
Pennsylvania
$983K +$72.2K +609 +8%
TWA
378
TCI Wealth Advisors
Arizona
$982K -$16.5K -139 -2%
BCP
379
Berkeley Capital Partners
Georgia
$977K -$73.3K -618 -7%
KTC
380
Kistler-Tiffany Companies
Pennsylvania
$977K +$14.2K +120 +1%
CBN
381
Cadence Bank NA
Texas
$967K +$967K +8,162 New
S
382
SignatureFD
Georgia
$964K +$296K +2,497 +44%
Franklin Resources
383
Franklin Resources
California
$961K -$162M -1,369,818 -99%
FHB
384
First Hawaiian Bank
Hawaii
$954K – – –
PFT
385
Providence First Trust
Arizona
$936K -$11.8K -100 -1%
HCIA
386
Hochman Cole Investment Advisors
Illinois
$933K -$55.5K -468 -6%
AWMG
387
Alliance Wealth Management Group
New Jersey
$922K +$511K +4,285 +124%
SIC
388
Sigma Investment Counselors
Michigan
$907K – – –
FPTW
389
Franklin, Parlapiano, Turner & Welch
Texas
$905K – – –
AWM
390
AE Wealth Management
Kansas
$902K +$141K +1,191 +19%
MIH
391
Madison Investment Holdings
Wisconsin
$897K +$103K +869 +13%
OCG
392
Opus Capital Group
Ohio
$883K -$172K -1,451 -16%
Victory Capital Management
393
Victory Capital Management
Texas
$881K – – –
FPS
394
Fieldpoint Private Securities
Connecticut
$874K +$874K +7,378 New
ASN
395
Advisory Services Network
Georgia
$866K -$35.6K -300 -4%
CPIM
396
Columbia Partners Investment Management
Virginia
$859K – – –
WAM
397
Wolverine Asset Management
Illinois
$854K -$798K -6,733 -48%
SIAS
398
Shine Investment Advisory Services
Colorado
$854K – – –
FC
399
Forte Capital
New York
$846K -$11.8K -100 -1%
Cerity Partners
400
Cerity Partners
New York
$843K +$843K +7,111 New
14 15
16
17 18