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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 %
MPI
451
Mairs & Power Inc
Minnesota
$544K – – –
DWT
452
Dorsey & Whitney Trust
South Dakota
$544K – – –
BFG
453
Beacon Financial Group
Texas
$539K +$185K +1,603 +52%
SHWM
454
Smith & Howard Wealth Management
Georgia
$532K +$63.8K +555 +14%
OAM
455
Occidental Asset Management
California
$531K -$10.7K -93 -2%
AFP
456
Ausdal Financial Partners
Iowa
$526K -$11.8K -103 -2%
RW
457
Rand Wealth
Maryland
$522K +$20.7K +180 +4%
PCM
458
Pointe Capital Management
Michigan
$517K -$4.55M -39,615 -90%
CTC
459
Central Trust Company
Missouri
$514K +$57.5K +500 +13%
FWIA
460
Fort Washington Investment Advisors
Ohio
$511K – – –
BTW
461
Boston Trust Walden
Massachusetts
$510K – – –
BFEC
462
Benjamin F. Edwards & Company
Missouri
$499K +$488K +4,250 +4,570%
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$493K +$5.06K +44 +1%
MCM
464
Maple Capital Management
Vermont
$491K -$11.4K -99 -2%
TCM
465
Tradition Capital Management
New Jersey
$487K – – –
AIP
466
Ameritas Investment Partners
Nebraska
$482K +$168K +1,464 +53%
KWM
467
Kingsview Wealth Management
Oregon
$481K +$481K +4,188 New
WA
468
WealthTrust-Arizona
Arizona
$478K +$230 +2 +0%
GG
469
Gofen & Glossberg
Illinois
$471K – – –
BBPWM
470
Blue Bell Private Wealth Management
Pennsylvania
$470K -$1.15K -10 -0.2%
JC
471
Jentner Corp
Ohio
$463K – – –
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$461K -$21.1K -184 -4%
CONA
473
Capital One National Association
New York
$458K -$8.73K -76 -2%
TPWA
474
TRUE Private Wealth Advisors
Oregon
$458K -$5.5K -48 -1%
HCM
475
Harvest Capital Management
New Hampshire
$453K -$20.1K -175 -4%
17 18
19
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