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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 %
PA
551
Pinnacle Associates
New York
$293K +$13.3K +116 +5%
BFA
552
Beaumont Financial Advisors
Massachusetts
$292K -$1.59M -13,829 -84%
CFA
553
Carroll Financial Associates
North Carolina
$292K – – –
GP
554
Girard Partners
Pennsylvania
$288K -$32.9K -286 -10%
AIA
555
Allegis Investment Advisors
Idaho
$287K +$287K +2,497 New
OC
556
Oarsman Capital
Wisconsin
$286K -$115 -1 -0%
TG
557
Threshold Group
Washington
$285K -$3.66M -31,910 -93%
ACI
558
Alpha Cubed Investments
California
$285K +$285K +2,478 New
FBA
559
Front Barnett Associates
Illinois
$279K -$574 -5 -0.2%
LBC
560
Lowe Brockenbrough & Co
Virginia
$279K – – –
GLA
561
Good Life Advisors
Pennsylvania
$278K +$278K +2,435 New
WP
562
WealthSource Partners
California
$277K +$68.8K +598 +33%
CG
563
Cutler Group
California
$276K -$138K -1,200 -33%
PP
564
Palladium Partners
Virginia
$274K – – –
MWM
565
Meridian Wealth Management
Kentucky
$272K +$31.1K +271 +13%
First Manhattan
566
First Manhattan
New York
$270K -$3.56K -31 -1%
LA
567
Legacy Advisors
Pennsylvania
$270K – – –
SWM
568
SVA Wealth Management
Wisconsin
$269K -$9.43K -82 -3%
SH
569
Svenska Handelsbanken
Sweden
$268K – – –
KLI
570
Kelman-Lazarov Inc
Tennessee
$267K – – –
SCP
571
Syntal Capital Partners
Texas
$267K +$23.1K +201 +9%
BA
572
Bristlecone Advisors
Washington
$261K – – –
RPGK
573
Retirement Planning Group (Kansas)
Kansas
$261K +$44.5K +387 +21%
CCM
574
Condor Capital Management
New Jersey
$260K – – –
CCM
575
Canal Capital Management
Virginia
$253K -$339K -2,950 -57%
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