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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 %
BCSB
526
Bristol County Savings Bank
Massachusetts
$356K +$356K +3,000 New
RIL
527
Rothschild Investment LLC
Illinois
$354K – – –
PA
528
Pinnacle Associates
New York
$353K – – –
WA
529
Wealth Architects
California
$352K +$118 +1 +0%
BTNA
530
Bremer Trust National Association
Minnesota
$351K -$10.1K -85 -3%
RWA
531
Ropes Wealth Advisors
Massachusetts
$351K – – –
CB
532
Chemical Bank
Michigan
$350K +$5.09K +43 +1%
RBC
533
Roble Belko & Company
Pennsylvania
$349K – – –
CG
534
Caprock Group
Idaho
$344K +$1.19K +10 +0.3%
PMFA
535
Plante Moran Financial Advisors
Michigan
$342K – – –
FFA
536
First Foundation Advisors
California
$341K – – –
FIAS
537
FinTrust Investment Advisory Services
South Carolina
$338K +$338K +2,854 New
Lido Advisors
538
Lido Advisors
California
$332K -$3.07M -25,790 -90%
BFA
539
Bragg Financial Advisors
North Carolina
$331K – – –
RCA
540
Rex Capital Advisors
Rhode Island
$329K -$119 -1 -0%
SAM
541
Solaris Asset Management
New York
$327K +$8.29K +70 +3%
BEAM
542
Baker Ellis Asset Management
Washington
$325K – – –
VFP
543
Verus Financial Partners
Virginia
$324K +$3.79K +32 +1%
JIC
544
Joel Isaacson & Co
New York
$323K +$474 +4 +0.1%
CAM
545
Concorde Asset Management
Michigan
$316K +$316K +2,667 New
PP
546
Palladium Partners
Virginia
$315K +$32.4K +273 +11%
OC
547
Oarsman Capital
Wisconsin
$314K +$1.07K +9 +0.3%
CC
548
Cassaday & Co
Virginia
$313K +$139K +1,176 +80%
TW
549
Transform Wealth
Colorado
$311K +$311K +2,626 New
AIS
550
American Investment Services
Massachusetts
$310K – – –
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