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iShares Russell 1000 Value ETF
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Overview Fund Activity

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.85B
2
Citigroup
Citigroup
New York
+$209M
3
GLI
Guardian Life Insurance
New York
+$71.7M
4
EFS
Edelman Financial Services
Virginia
+$58M
5
Northern Trust
Northern Trust
Illinois
+$49.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$365M
2
BL
Balentine LLC
Georgia
-$163M
3
Franklin Resources
Franklin Resources
California
-$162M
4
PPA
Parametric Portfolio Associates
Washington
-$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
476
Blue Bell Private Wealth Management
Pennsylvania
$462K -$15.4K -130 -3%
CL
477
CPWM LLC
Washington
$462K – – –
JC
478
Jentner Corp
Ohio
$461K – – –
MGIA
479
Matthew Goff Investment Advisor
Texas
$461K +$461K +3,891 New
HCM
480
Harvest Capital Management
New Hampshire
$458K -$8.89K -75 -2%
VCP
481
Vista Capital Partners
Oregon
$458K – – –
RI
482
Ridgewood Investments
New Jersey
$454K – – –
EP
483
Edgestream Partners
New Jersey
$454K +$244K +2,060 +116%
CRC
484
Curi RMB Capital
Illinois
$449K +$51.8K +437 +13%
FMBTD
485
First Midwest Bank Trust Division
Illinois
$447K -$2.3M -19,403 -84%
CCFCSB
486
Cape Cod Five Cents Savings Bank
Massachusetts
$445K -$11.5K -97 -3%
Chevy Chase Trust
487
Chevy Chase Trust
Maryland
$443K -$15.5K -131 -3%
Koshinski Asset Management
488
Koshinski Asset Management
Illinois
$441K -$19.8K -167 -4%
ACA
489
Anchor Capital Advisors
Massachusetts
$435K – – –
VAM
490
Visionary Asset Management
Texas
$432K +$38.4K +324 +10%
GC
491
Grimes & Company
Massachusetts
$430K – – –
VCM
492
Vigilant Capital Management
Maine
$426K – – –
WA
493
WealthTrust-Arizona
Arizona
$425K -$67.7K -571 -14%
BFEC
494
Benjamin F. Edwards & Company
Missouri
$424K -$534K -4,499 -56%
FPCP
495
Fort Point Capital Partners
California
$423K – – –
AFP
496
Ausdal Financial Partners
Iowa
$420K -$24.3K -205 -5%
BCM
497
Bourgeon Capital Management
Connecticut
$418K +$418K +3,528 New
SG Americas Securities
498
SG Americas Securities
New York
$416K +$416K +3,511 New
PAI
499
Pittenger & Anderson Inc
Nebraska
$415K – – –
VIA
500
Vantage Investment Advisors
Pennsylvania
$409K -$7.11K -60 -2%
18 19
20
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