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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 %
MSFP
676
Mark Sheptoff Financial Planning
Connecticut
$31K – – –
CAW
677
Cornerstone Advisors (Washington)
Washington
$30K – – –
TC
678
Trust Company
Kansas
$28K – – –
WWM
679
Willingdon Wealth Management
North Carolina
$27K +$27K +231 New
GEA
680
Glen Eagle Advisors
New Jersey
$26.9K -$13K -110 -33%
BWL
681
Bogart Wealth LLC
Virginia
$26K +$26K +219 New
IP
682
Intellectus Partners
California
$24K – – –
CWM
683
Catamount Wealth Management
Connecticut
$24K – – –
NC
684
Northpointe Capital
Michigan
$24K – – –
FA
685
Fortis Advisors
Pennsylvania
$23K +$23K +196 New
PCTC
686
Perkins Coie Trust Company
Washington
$21K – – –
WTB
687
Washington Trust Bank
Washington
$21K +$9.79K +83 +87%
JAM
688
Jolley Asset Management
North Carolina
$20K – – –
PK
689
Pflug Koory
Nebraska
$20K – – –
FIB
690
First Interstate Bank
Montana
$19K -$3.44M -29,000 -99%
DAM
691
Delta Asset Management
Tennessee
$19K – – –
BTIS
692
BB&T Investment Services
North Carolina
$17K -$3.52K -30 -17%
CPIG
693
Chicago Partners Investment Group
Illinois
$17K – – –
PFGIA
694
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$4.08K +35 +32%
MWM
695
Mascoma Wealth Management
New Hampshire
$15K – – –
GBBWRPM
696
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$15K +135 New
FDCDDQ
697
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K – – –
HI
698
Hudock Inc
Pennsylvania
$14K – – –
MIM
699
Macroview Investment Management
Maryland
$13K +$13K +109 New
CG
700
Corundum Group
Colorado
$12.3K +$12.3K +103,811 New
26 27
28
29 30