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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 %
LNB
626
Ledyard National Bank
$126K – – –
FCB
627
First Command Bank
Texas
$120K – – –
FCFS
628
First Command Financial Services
Texas
$120K – – –
FNB
629
Farmers National Bank
Kentucky
$118K – – –
AIP
630
Almanack Investment Partners
Pennsylvania
$117K +$117K +1,015 New
GAM
631
Gemmer Asset Management
California
$112K -$3.11K -27 -3%
PB
632
Pinnacle Bancorp
Nebraska
$105K +$105K +917 New
Thrivent Financial for Lutherans
633
Thrivent Financial for Lutherans
Minnesota
$101K – – –
PFO
634
Pathstone Family Office
New Jersey
$101K +$101K +870 New
CCM
635
Cribstone Capital Management
Maine
$100K – – –
BWM
636
Baystate Wealth Management
Massachusetts
$100K – – –
JGIA
637
Jackson Grant Investment Advisers
Connecticut
$92K +$691 +6 +0.8%
KF
638
Krilogy Financial
Missouri
$89K – – –
FFW
639
Fusion Family Wealth
New York
$79K -$378K -3,298 -83%
JFA
640
JNBA Financial Advisors
Minnesota
$78K -$24.9K -217 -24%
DSC
641
Duncker Streett & Co
Missouri
$76K – – –
VNA
642
Valley National Advisers
Pennsylvania
$76K +$76K +661 New
WIM
643
Westside Investment Management
California
$75.4K +$75.4K +659 New
EWM
644
Endurance Wealth Management
Rhode Island
$74K +$74K +647 New
LD
645
Lipe & Dalton
New York
$73K – – –
CAG
646
Crestwood Advisors Group
Massachusetts
$68K +$68K +594 New
M
647
MOTCO
Texas
$60K +$60K +526 New
BAM
648
Barrett Asset Management
New York
$59K – – –
HR
649
Howe & Rusling
New York
$58K -$30.4K -266 -34%
ADL
650
Asset Dedication LLC
California
$57K -$124K -1,078 -68%
24 25
26
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