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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 %
CG
526
Colony Group
Massachusetts
$332K +$6.21K +54 +2%
MA
527
MCF Advisors
Kentucky
$332K +$331K +2,879 +31,989%
CPA
528
Capital Planning Advisors
California
$332K +$332K +2,888 New
PMFA
529
Plante Moran Financial Advisors
Michigan
$331K +$19.7K +172 +6%
FFA
530
First Foundation Advisors
California
$331K +$331K +2,881 New
VFP
531
Verus Financial Partners
Virginia
$330K +$330K +2,869 New
SAM
532
Solaris Asset Management
New York
$326K -$22.8K -198 -7%
BFA
533
Bragg Financial Advisors
North Carolina
$321K -$6.9K -60 -2%
BEAM
534
Baker Ellis Asset Management
Washington
$320K – – –
GWM
535
Geneos Wealth Management
Colorado
$320K +$42.9K +374 +15%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$319K -$170K -1,479 -35%
RCA
537
Rex Capital Advisors
Rhode Island
$318K – – –
NG
538
Northstar Group
New York
$315K – – –
SEI Investments
539
SEI Investments
Pennsylvania
$314K -$3.53M -30,668 -92%
JIC
540
Joel Isaacson & Co
New York
$313K +$345 +3 +0.1%
Geode Capital Management
541
Geode Capital Management
Massachusetts
$310K -$302K – –
ZIM
542
Zacks Investment Management
Illinois
$304K -$6.17M -53,702 -95%
AIS
543
American Investment Services
Massachusetts
$301K -$3.68K -32 -1%
SCA
544
Salient Capital Advisors
Texas
$300K – – –
FWP
545
FAS Wealth Partners
Kansas
$300K – – –
HIM
546
Hanlon Investment Management
New Jersey
$297K +$345 +3 +0.1%
NBG
547
Nancy B. Gardiner
$295K -$84.4K -735 -22%
APSP
548
Asset Planning Services (Pennsylvania)
Pennsylvania
$294K +$1.5K +13 +0.5%
SBL
549
Sargent Bickham Lagudis
Colorado
$294K +$178K +1,544 +152%
IC
550
Intersect Capital
California
$293K -$28.1K -244 -9%
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