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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 %
WTB
676
Washington Trust Bank
Washington
$23K +$12K +103 +108%
BTIS
677
BB&T Investment Services
North Carolina
$20K – – –
PCTC
678
Perkins Coie Trust Company
Washington
$20K – – –
PK
679
Pflug Koory
Nebraska
$19K – – –
DAM
680
Delta Asset Management
Tennessee
$18K – – –
MFBTD
681
MB Financial Bank - Trust Department
Illinois
$18K +$18K +159 New
OSAM
682
O'Shaughnessy Asset Management
Connecticut
$16K -$334K -2,900 -95%
LIA
683
LS Investment Advisors
Michigan
$14K – – –
HI
684
Hudock Inc
Pennsylvania
$14K – – –
MWM
685
Mascoma Wealth Management
New Hampshire
$14K – – –
PFSC
686
Peoples Financial Services Corp
Pennsylvania
$14K +$14K +122 New
BGC
687
Blue Granite Capital
South Carolina
$12K – – –
SNT
688
Security National Trust
West Virginia
$11K -$16.5K -150 -60%
SIC
689
Salem Investment Counselors
North Carolina
$11K – – –
PG
690
Patten Group
Tennessee
$11K – – –
TRCT
691
Tower Research Capital (TRC)
New York
$11K +$11K +100 New
TCOV
692
Trust Company of Vermont
Vermont
$10K -$14.1K -121 -58%
AAP
693
Arax Advisory Partners
Colorado
$10K – – –
PFGIA
694
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$1.32K -11 -13%
BC
695
Barnett & Company
Tennessee
$9K – – –
NSIM
696
North Star Investment Management
Illinois
$9K – – –
WAM
697
Watermark Asset Management
California
$9K +$9K +77 New
CAW
698
Cornerstone Advisors (Washington)
Washington
$7K – – –
CFD
699
Creative Financial Designs
Indiana
$6K -$1.18K -10 -16%
LWM
700
Lenox Wealth Management
Ohio
$5K -$9.13K -73 -65%
26 27
28
29 30