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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 %
PFS
601
Prospera Financial Services
Texas
$216K +$216K +1,891 New
CAM
602
Carret Asset Management
New York
$214K – – –
Lazard Asset Management
603
Lazard Asset Management
New York
$210K -$562K -4,907 -73%
MC
604
Mathes Company
New York
$207K – – –
BA
605
BKS Advisors
Michigan
$206K – – –
CSIC
606
Clifford Swan Investment Counsel
California
$204K +$204K +1,774 New
LWAC
607
Laurel Wealth Advisors (California)
California
$204K +$204K +1,783 New
Manulife (Manufacturers Life Insurance)
608
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K -$274K -2,387 -57%
CRC
609
Curi RMB Capital
Illinois
$203K +$203K +1,769 New
APP
610
Avantax Planning Partners
Iowa
$201K -$58.3K -507 -22%
GC
611
Gibson Capital
Pennsylvania
$197K +$197K +1,746 New
JWA
612
JFS Wealth Advisors
Pennsylvania
$190K – – –
RFA
613
Reilly Financial Advisors
California
$180K – – –
DBT
614
Dubuque Bank & Trust
Iowa
$172K -$273K -2,375 -61%
AF
615
Allworth Financial
California
$166K +$138K +1,200 +484%
AIA
616
Armor Investment Advisors
North Carolina
$165K – – –
PCP
617
Proficio Capital Partners
Massachusetts
$161K – – –
IWM
618
IHT Wealth Management
Illinois
$158K -$3.52M -34,581 -96%
DADC
619
D.A. Davidson & Co
Montana
$145K +$22.4K +196 +18%
PO
620
Private Ocean
California
$144K +$691 +6 +0.5%
CC
621
Cassaday & Co
Virginia
$141K +$15K +131 +12%
PCA
622
Peddock Capital Advisors
Massachusetts
$138K -$9.78K -85 -7%
CWM
623
Cranbrook Wealth Management
Michigan
$133K – – –
WCM
624
Wealthcare Capital Management
Virginia
$132K +$76.1K +662 +136%
SWA
625
Sutton Wealth Advisors
Florida
$131K – – –
23 24
25
26 27