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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
$2.7B
2
BlackRock
BlackRock
New York
$290M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.55B
4
Bank of America
Bank of America
North Carolina
$2.5B
5
TCT
TIAA CREF Trust
Missouri
$687M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$438M
2
American Century Companies
American Century Companies
Missouri
$331M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.4M
4
Wells Fargo
Wells Fargo
California
$652M
5
Northern Trust
Northern Trust
Illinois
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$168M +$25.8M +224,456 +18%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$130M -$13.2M -114,759 -9%
SLI
28
Symetra Life Insurance
Washington
$113M -$8.07M -70,242 -7%
Stifel Financial
29
Stifel Financial
Missouri
$111M +$40.1M +348,511 +57%
PWPCM
30
Perella Weinberg Partners Capital Management
New York
$108M +$35.5M +308,917 +49%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$106M -$15.7M -136,357 -13%
SI
32
Stephens Inc
Arkansas
$105M +$3.19M +27,713 +3%
US Bancorp
33
US Bancorp
Minnesota
$102M -$1.15M -10,003 -1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$94.8M +$2.3M +20,076 +2%
Northern Trust
35
Northern Trust
Illinois
$94.3M -$35.5M -309,230 -27%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$91.2M -$17.8M -154,732 -16%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$89.2M +$5.2M +45,206 +6%
USAA
38
United Services Automobile Association
Texas
$77.6M +$27.2M +236,695 +54%
HighTower Advisors
39
HighTower Advisors
Illinois
$77M +$12.9M +112,555 +20%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$74.8M -$14.7M -128,074 -16%
WPW
41
Waldron Private Wealth
Pennsylvania
$73.8M +$7.18M +62,740 +11%
SHGA
42
Sand Hill Global Advisors
California
$72.7M +$72.7M +632,898 New
UBS AM
43
UBS AM
Illinois
$71.8M -$14.1M -122,241 -16%
BDF
44
Balasa Dinverno & Foltz
$71.7M -$2.7M -23,481 -4%
1SB
45
1ST Source Bank
Indiana
$69.8M +$4.44M +38,615 +7%
Citigroup
46
Citigroup
New York
$68.5M +$10.3M +89,962 +18%
Brown Advisory
47
Brown Advisory
Maryland
$68.2M +$6.04M +52,574 +10%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$64.7M -$1.54M -13,358 -2%
TA
49
Teachers Advisors
New York
$64.2M +$26M +226,448 +68%
JA
50
JOYN Advisors
Georgia
$63.4M -$2.49M -21,625 -4%
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