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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 %
BW
551
Bison Wealth
Georgia
$310K – – –
FWP
552
FAS Wealth Partners
Kansas
$309K – – –
OWM
553
Orgel Wealth Management
Wisconsin
$309K +$309K +2,608 New
GWM
554
Geneos Wealth Management
Colorado
$308K +$7.45K +63 +2%
APSP
555
Asset Planning Services (Pennsylvania)
Pennsylvania
$306K +$3.55K +30 +1%
SBL
556
Sargent Bickham Lagudis
Colorado
$305K +$2.01K +17 +0.7%
CFA
557
Carroll Financial Associates
North Carolina
$299K -$42.6K -355 -12%
APP
558
Avantax Planning Partners
Iowa
$292K +$36.3K +306 +14%
Wolverine Trading
559
Wolverine Trading
Illinois
$290K -$514K -4,333 -64%
GC
560
Gilbert & Cook
Iowa
$290K -$95.4K -805 -25%
MWM
561
Meridian Wealth Management
Kentucky
$289K +$237 +2 +0.1%
LBC
562
Lowe Brockenbrough & Co
Virginia
$289K +$1.54K +13 +0.5%
RT
563
Rockland Trust
Massachusetts
$286K -$1.89K -16 -0.7%
CCM
564
Canal Capital Management
Virginia
$284K – – –
WA
565
WESPAC Advisors
California
$284K +$284K +2,400 New
NFG
566
Nations Financial Group
Iowa
$280K -$701K -5,910 -71%
RWA
567
RGT Wealth Advisors
Texas
$280K – – –
LA
568
Legacy Advisors
Pennsylvania
$279K – – –
First Manhattan
569
First Manhattan
New York
$278K – – –
KLI
570
Kelman-Lazarov Inc
Tennessee
$276K – – –
ZIM
571
Zacks Investment Management
Illinois
$272K -$104K -876 -28%
CCM
572
Condor Capital Management
New Jersey
$269K – – –
Fisher Asset Management
573
Fisher Asset Management
Washington
$267K -$85K -718 -24%
RPGK
574
Retirement Planning Group (Kansas)
Kansas
$266K -$14.8K -125 -5%
FBA
575
Front Barnett Associates
Illinois
$263K -$24.9K -210 -9%
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