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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 %
IB
501
Intrust Bank
Kansas
$392K -$424K -3,690 -52%
FNBT
502
FineMark National Bank & Trust
Florida
$386K -$128K -1,111 -25%
AP
503
Atwood & Palmer
Missouri
$386K +$386K +3,357 New
RG
504
Rikoon Group
New Mexico
$374K – – –
TW
505
Transform Wealth
Colorado
$372K – – –
BFS
506
Bradley Foster & Sargent
Connecticut
$371K +$75.5K +657 +26%
IUHSA
507
Itau Unibanco Holding S.A.
Brazil
$370K -$5.97K -52 -2%
DWM
508
Destination Wealth Management
California
$370K +$15.8K +137 +4%
EB
509
Eastern Bank
Massachusetts
$363K – – –
BWFM
510
Bridgewater Wealth & Financial Management
Maryland
$355K -$19K -165 -5%
ZIC
511
ZWJ Investment Counsel
Georgia
$353K +$353K +3,070 New
MFS
512
McNamara Financial Services
Massachusetts
$352K +$9.19K +80 +3%
SFP
513
Shepherd Financial Partners
Massachusetts
$352K +$352K +3,081 New
GWS
514
Glassman Wealth Services
Virginia
$351K – – –
LW
515
Linscomb Wealth
Texas
$347K +$4.6K +40 +1%
RC
516
RegentAtlantic Capital
New Jersey
$347K +$141K +1,226 +68%
CWA
517
Cypress Wealth Advisors
California
$344K – – –
RIL
518
Rothschild Investment LLC
Illinois
$343K -$1.15M -10,000 -77%
WA
519
Wealth Architects
California
$342K – – –
EFS
520
Essex Financial Services
Connecticut
$342K +$110K +955 +47%
Fisher Asset Management
521
Fisher Asset Management
Washington
$341K -$3.45K -30 -1%
RWA
522
Ropes Wealth Advisors
Massachusetts
$340K – – –
Kovitz Investment Group Partners
523
Kovitz Investment Group Partners
Illinois
$339K – – –
RBC
524
Roble Belko & Company
Pennsylvania
$338K – – –
CG
525
Caprock Group
Idaho
$332K +$804 +7 +0.2%
19 20
21
22 23