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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 %
GWA
576
Guidant Wealth Advisors
Illinois
$250K – – –
RT
577
Rockland Trust
Massachusetts
$248K -$15.6K -136 -6%
SS
578
Sunbelt Securities
Texas
$248K +$922 +8 +0.4%
FI
579
FormulaFolio Investments
Michigan
$243K -$33.5K -292 -12%
RIA
580
Regal Investment Advisors
Michigan
$243K -$11.1K -97 -4%
BW
581
Bison Wealth
Georgia
$240K +$6.2K +54 +3%
NIA
582
Northstar Investment Advisors
Colorado
$239K – – –
DY
583
Dowling & Yahnke
California
$236K – – –
MRCM
584
M&R Capital Management
New Jersey
$235K -$59.3K -516 -20%
AI
585
Accredited Investors
Minnesota
$231K -$460 -4 -0.2%
ZCA
586
Zeke Capital Advisors
Pennsylvania
$230K – – –
HWA
587
HCR Wealth Advisors
California
$230K – – –
NGA
588
Naples Global Advisors
Florida
$229K – – –
CI
589
Cavalier Investments
Georgia
$228K -$1.02M -8,894 -82%
CWM
590
Connecticut Wealth Management
Connecticut
$228K -$28.9K -253 -11%
TAM
591
Tealwood Asset Management
Minnesota
$227K +$227K +1,977 New
BO
592
Bank OZK
Arkansas
$226K – – –
ONB
593
Old National Bancorp
Indiana
$226K +$18.2K +158 +9%
PWW
594
Pettyjohn Wood & White
Virginia
$225K – – –
BCM
595
Brookstone Capital Management
Illinois
$225K +$225K +1,961 New
WC
596
Whitnell & Co
Illinois
$224K +$136K +1,182 +155%
FAM
597
Formidable Asset Management
Ohio
$221K +$221K +1,927 New
Jane Street
598
Jane Street
New York
$220K -$319K -2,782 -59%
CB
599
Chemical Bank
Michigan
$220K +$220K +1,910 New
KIA
600
KCM Investment Advisors
California
$216K – – –
22 23
24
25 26