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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
+$357M
2
BlackRock
BlackRock
New York
+$226M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$191M
4
Bank of America
Bank of America
North Carolina
+$135M
5
TCT
TIAA CREF Trust
Missouri
+$108M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$394M
2
American Century Companies
American Century Companies
Missouri
-$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$62.9M
4
Wells Fargo
Wells Fargo
California
-$40.3M
5
Northern Trust
Northern Trust
Illinois
-$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
401
Independent Advisor Alliance
North Carolina
$841K +$841K +7,355 New
CPIM
402
Columbia Partners Investment Management
Virginia
$833K – – –
FC
403
Forte Capital
New York
$832K -$63.2K -550 -7%
HW
404
Hancock Whitney
Mississippi
$811K +$811K +7,059 New
ASN
405
Advisory Services Network
Georgia
$803K +$803K +6,986 New
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$799K -$416K -3,623 -34%
FANJ
407
Financial Architects (New Jersey)
New Jersey
$787K +$25.3K +220 +3%
DRS
408
Deane Retirement Strategies
Louisiana
$782K -$61.7K -537 -7%
TA
409
Tiedemann Advisors
New York
$779K -$333K -2,900 -30%
AA
410
Ancora Advisors
Ohio
$773K -$90K -782 -10%
DDPIC
411
Deroy & Devereaux Private Investment Counsel
Michigan
$772K -$11.5K -100 -1%
FFC
412
First Financial Corp
Indiana
$771K -$103K -895 -12%
MIH
413
Madison Investment Holdings
Wisconsin
$770K +$64.2K +559 +9%
PFP
414
Pinnacle Financial Partners
Tennessee
$767K -$398K -3,459 -34%
SPWA
415
SteelBridge Private Wealth Advisors
Florida
$758K +$71.5K +622 +10%
CM
416
Cornerstone Management
Georgia
$757K -$110K -956 -13%
CA
417
Clearstead Advisors
Ohio
$753K +$1.49K +13 +0.2%
EWA
418
Exencial Wealth Advisors
Oklahoma
$747K +$89.4K +789 +14%
SPC
419
Sigma Planning Corp
Michigan
$722K +$74.4K +647 +11%
YWP
420
YorkBridge Wealth Partners
New York
$719K +$68K +593 +10%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$712K +$6.09K +53 +0.9%
BRWA
422
B. Riley Wealth Advisors
Florida
$712K +$484K +4,202 +212%
AZA
423
Arthur Zaske & Associates
Michigan
$705K – – –
MAS
424
Madden Advisory Services
Florida
$703K -$450K -3,918 -39%
CT
425
Cambridge Trust
Massachusetts
$703K -$23K -200 -3%
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