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iShares Russell 1000 Value ETF
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Overview Fund Activity

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
3
LPL Financial
LPL Financial
California
+$160M
4
G
Gainplan
Michigan
+$140M
5
Goldman Sachs
Goldman Sachs
New York
+$72.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$424M
2
PPA
Parametric Portfolio Associates
Washington
-$327M
3
Bank of America
Bank of America
North Carolina
-$277M
4
ECM
ETrade Capital Management
Virginia
-$198M
5
Morgan Stanley
Morgan Stanley
New York
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
426
Deroy & Devereaux Private Investment Counsel
Michigan
$683K -$98.2K -844 -13%
CCM
427
Coldstream Capital Management
Washington
$680K +$123K +1,056 +22%
CT
428
Cambridge Trust
Massachusetts
$675K -$36.7K -315 -5%
BFPW
429
BOK Financial Private Wealth
Colorado
$673K – – –
LA
430
Lau Associates
Delaware
$667K – – –
DWM
431
Dakota Wealth Management
Florida
$667K +$24.8K +213 +4%
Barclays
432
Barclays
United Kingdom
$660K -$1.86M -15,969 -74%
S
433
SignatureFD
Georgia
$656K +$233K +2,000 +55%
GT
434
Glenview Trust
Kentucky
$651K – – –
CAAS
435
Capital Asset Advisory Services
Michigan
$644K -$15.6K -134 -2%
KWM
436
Kingsview Wealth Management
Oregon
$641K +$153K +1,318 +31%
GP
437
Girard Partners
Pennsylvania
$637K +$345K +2,964 +118%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$631K -$78.2K -672 -11%
BFG
439
Beacon Financial Group
Texas
$630K +$85.4K +734 +16%
JFA
440
Johanson Financial Advisors
California
$629K -$1.52K -13 -0.2%
WS
441
Wedbush Securities
California
$626K -$1.51K -13 -0.2%
ST
442
Smithfield Trust
Pennsylvania
$622K +$566K +4,865 +1,014%
SCM
443
Sterling Capital Management
North Carolina
$611K -$3M -25,746 -83%
B
444
Brightworth
Georgia
$611K -$16.3K -140 -3%
3AM
445
3D Asset Management
Connecticut
$606K -$11.6K -100 -2%
RCAMU
446
Rothschild & Co Asset Management US
Connecticut
$585K -$35.4K -304 -6%
Lazard Asset Management
447
Lazard Asset Management
New York
$572K +$359K +3,082 +168%
BMCM
448
Bryn Mawr Capital Management
Pennsylvania
$570K +$4.54K +39 +0.8%
CCT
449
Capital City Trust
Florida
$562K – – –
OAM
450
Occidental Asset Management
California
$562K +$24.5K +210 +5%
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