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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 %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$700K +$137K +1,189 +24%
Cerity Partners
427
Cerity Partners
New York
$685K +$685K +5,964 New
CWM
428
Confluence Wealth Management
Oregon
$683K -$12.2K -106 -2%
CIA
429
Choate Investment Advisors
Massachusetts
$683K – – –
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$679K +$94.8K +824 +16%
RW
431
REDW Wealth
New Mexico
$678K -$38.6K -336 -5%
BFPW
432
BOK Financial Private Wealth
Colorado
$664K +$107K +928 +19%
LA
433
Lau Associates
Delaware
$659K – – –
CAAS
434
Capital Asset Advisory Services
Michigan
$652K -$41.8K -364 -6%
HHGA
435
Halbert Hargrove Global Advisors
California
$652K +$652K +5,676 New
GT
436
Glenview Trust
Kentucky
$642K +$150K +1,303 +30%
DWM
437
Dakota Wealth Management
Florida
$634K -$26.8K -233 -4%
JFA
438
Johanson Financial Advisors
California
$621K +$621K +5,405 New
B
439
Brightworth
Georgia
$619K -$5.63K -49 -0.9%
WS
440
Wedbush Securities
California
$619K +$13.4K +117 +2%
GC
441
Guggenheim Capital
Illinois
$614K +$614K +5,340 New
RCAMU
442
Rothschild & Co Asset Management US
Connecticut
$613K -$5.25M -45,658 -90%
DWM
443
Doyle Wealth Management
Florida
$612K +$612K +5,322 New
3AM
444
3D Asset Management
Connecticut
$610K -$322K -2,804 -35%
PFA
445
Paradigm Financial Advisors
Missouri
$587K – – –
CIM
446
Confluence Investment Management
Missouri
$568K +$127K +1,104 +29%
BMCM
447
Bryn Mawr Capital Management
Pennsylvania
$558K -$38.1K -331 -6%
CCT
448
Capital City Trust
Florida
$555K – – –
CCM
449
Coldstream Capital Management
Washington
$550K +$29.8K +259 +6%
WI
450
Wintrust Investments
Illinois
$549K +$45.9K +400 +9%
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