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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 %
EWM
476
Evermay Wealth Management
Virginia
$453K – – –
WAM
477
Weatherly Asset Management
California
$450K +$39.2K +341 +10%
CCFCSB
478
Cape Cod Five Cents Savings Bank
Massachusetts
$449K +$449K +3,910 New
CL
479
CPWM LLC
Washington
$448K -$61.7K -537 -12%
VCP
480
Vista Capital Partners
Oregon
$444K – – –
FWCM
481
Ferguson Wellman Capital Management
Oregon
$444K +$204K +1,780 +85%
RI
482
Ridgewood Investments
New Jersey
$440K – – –
GC
483
Grimes & Company
Massachusetts
$437K -$86.2K -751 -16%
FPS
484
Fieldpoint Private Securities
Connecticut
$437K +$437K +3,805 New
KA
485
Klingman & Associates
New York
$434K +$72.9K +634 +20%
BBHC
486
Brown Brothers Harriman & Co
New York
$428K – – –
PCA
487
Personal Capital Advisors
California
$428K +$203K +1,775 +91%
ACA
488
Anchor Capital Advisors
Massachusetts
$422K -$1.63M -14,165 -79%
S
489
SignatureFD
Georgia
$418K -$64.1K -558 -13%
VCM
490
Vigilant Capital Management
Maine
$413K – – –
RFM
491
Royal Fund Management
Florida
$411K +$101K +882 +33%
GC
492
Gilbert & Cook
Iowa
$410K -$30.3K -264 -7%
AWM
493
AE Wealth Management
Kansas
$410K +$410K +3,566 New
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
$409K +$31.2K +271 +8%
VIA
495
Vantage Investment Advisors
Pennsylvania
$405K +$100K +872 +33%
KP
496
Keel Point
Alabama
$402K -$8.15M -70,856 -95%
BSA
497
Braun Stacey Associates
New York
$402K -$5.18K -45 -1%
PAI
498
Pittenger & Anderson Inc
Nebraska
$402K – – –
BTNA
499
Bremer Trust National Association
Minnesota
$401K – – –
AWMG
500
Alliance Wealth Management Group
New Jersey
$398K -$6.91M -59,872 -95%
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