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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 %
LWAC
601
Laurel Wealth Advisors (California)
California
$228K -$23.5K -199 -9%
Two Sigma Advisers
602
Two Sigma Advisers
New York
$225K -$107K -900 -32%
KIA
603
KCM Investment Advisors
California
$223K – – –
Lazard Asset Management
604
Lazard Asset Management
New York
$222K -$359K -3,036 -62%
TG
605
Threshold Group
Washington
$222K -$72.3K -610 -25%
IC
606
Intersect Capital
California
$221K +$118 +1 +0.1%
EB
607
Eastern Bank
Massachusetts
$220K -$154K -1,300 -41%
CAM
608
Carret Asset Management
New York
$220K – – –
EWA
609
EP Wealth Advisors
California
$220K +$220K +1,854 New
CWM
610
Connecticut Wealth Management
Connecticut
$219K -$19.5K -163 -8%
DC
611
Davenport & Co
Virginia
$216K +$216K +1,826 New
MC
612
Mathes Company
New York
$213K – – –
BA
613
BKS Advisors
Michigan
$212K – – –
VWM
614
Venturi Wealth Management
Texas
$209K +$209K +1,755 New
ONB
615
Old National Bancorp
Indiana
$208K – – –
Carson Wealth (CWM LLC)
616
Carson Wealth (CWM LLC)
Nebraska
$207K -$73.3K -618 -26%
WT
617
Washington Trust
Rhode Island
$207K +$207K +1,744 New
CIM
618
Confluence Investment Management
Missouri
$205K -$148K -1,249 -42%
FAT
619
First American Trust
California
$205K -$61.6K -521 -23%
CHP
620
Cable Hill Partners
Oregon
$205K +$203K +1,720 +13,231%
BHA
621
Beech Hill Advisors
New York
$202K -$2.02K -17 -1%
RFA
622
Reilly Financial Advisors
California
$190K – – –
BGC
623
Blue Granite Capital
South Carolina
$187K -$112K -943 -37%
CCM
624
Covington Capital Management
California
$176K +$176K +1,485 New
AIA
625
Armor Investment Advisors
North Carolina
$170K – – –
23 24
25
26 27