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iShares Russell 1000 Value ETF
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Overview Fund Activity

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
3
LPL Financial
LPL Financial
California
+$160M
4
G
Gainplan
Michigan
+$140M
5
Goldman Sachs
Goldman Sachs
New York
+$72.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$424M
2
PPA
Parametric Portfolio Associates
Washington
-$327M
3
Bank of America
Bank of America
North Carolina
-$277M
4
ECM
ETrade Capital Management
Virginia
-$198M
5
Morgan Stanley
Morgan Stanley
New York
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHA
601
Beech Hill Advisors
New York
$200K +$200K +1,721 New
AF
602
Allworth Financial
California
$194K +$25.1K +215 +15%
JWA
603
JFS Wealth Advisors
Pennsylvania
$188K -$9.66K -83 -5%
RFA
604
Reilly Financial Advisors
California
$186K +$3.84K +33 +2%
CC
605
Cassaday & Co
Virginia
$170K +$27.3K +235 +19%
AIA
606
Armor Investment Advisors
North Carolina
$167K – – –
PCP
607
Proficio Capital Partners
Massachusetts
$165K – – –
FNB
608
Farmers National Bank
Kentucky
$164K +$34K +292 +26%
DADC
609
D.A. Davidson & Co
Montana
$147K – – –
PCA
610
Peddock Capital Advisors
Massachusetts
$140K – – –
CWM
611
Cranbrook Wealth Management
Michigan
$134K – – –
CAPTRUST Financial Advisors
612
CAPTRUST Financial Advisors
North Carolina
$133K -$4.95M -42,555 -97%
SWA
613
Sutton Wealth Advisors
Florida
$133K – – –
VC
614
Vestor Capital
Illinois
$131K +$131K +1,128 New
PO
615
Private Ocean
California
$130K -$15.7K -135 -11%
LNB
616
Ledyard National Bank
$128K – – –
WCM
617
Wealthcare Capital Management
Virginia
$122K -$11.8K -101 -9%
FCB
618
First Command Bank
Texas
$121K – – –
FCFS
619
First Command Financial Services
Texas
$121K – – –
AIP
620
Almanack Investment Partners
Pennsylvania
$118K – – –
FC
621
Ferris Capital
Massachusetts
$114K +$114K +983 New
BWA
622
BDO Wealth Advisors
Florida
$109K +$109K +938 New
Thrivent Financial for Lutherans
623
Thrivent Financial for Lutherans
Minnesota
$103K – – –
PFO
624
Pathstone Family Office
New Jersey
$102K – – –
BWM
625
Baystate Wealth Management
Massachusetts
$99K -$2.78K -24 -3%
23 24
25
26 27