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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
$2.7B
2
BlackRock
BlackRock
New York
$290M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.55B
4
Bank of America
Bank of America
North Carolina
$2.5B
5
TCT
TIAA CREF Trust
Missouri
$687M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$438M
2
American Century Companies
American Century Companies
Missouri
$331M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$17.4M
4
Wells Fargo
Wells Fargo
California
$652M
5
Northern Trust
Northern Trust
Illinois
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
701
Apriem Advisors
California
$3K – – –
CHP
702
Cable Hill Partners
Oregon
$1K -$12.9K -168 -93%
Federated Hermes
703
Federated Hermes
Pennsylvania
– -$35M -312,170 Closed
CM
704
Capula Management
Cayman Islands
– -$27.8M -248,026 Closed
Massachusetts Financial Services
705
Massachusetts Financial Services
Massachusetts
– -$17.6M -156,653 Closed
AL
706
AJO LP
Pennsylvania
– -$9.89M -88,300 Closed
Diamond Hill Capital Management
707
Diamond Hill Capital Management
Ohio
– -$8.85M -78,961 Closed
Eagle Capital Management (New York)
708
Eagle Capital Management (New York)
New York
– -$5.22M -46,600 Closed
JWM
709
Jackson Wealth Management
Florida
– -$4.19M -37,326 Closed
Macquarie Group
710
Macquarie Group
Australia
– -$4.01M -35,783 Closed
DMC
711
Drexel Morgan & Co
Pennsylvania
– -$3.77M -33,629 Closed
DIA
712
Dana Investment Advisors
Wisconsin
– -$3.46M -30,872 Closed
RCM
713
RNC Capital Management
California
– -$2.82M -25,175 Closed
NIS
714
National Investment Services
Wisconsin
– -$2.55M -22,732 Closed
Allianz Asset Management
715
Allianz Asset Management
Germany
– -$2.38M -21,205 Closed
BOH
716
Bank of Hawaii
Hawaii
– -$1.96M -17,484 Closed
ClearBridge Investments
717
ClearBridge Investments
New York
– -$1.71M -15,239 Closed
CLOS
718
Compagnie Lombard Odier SCmA
Switzerland
– -$1.68M -15,000 Closed
TG
719
TCW Group
California
– -$1.36M -12,167 Closed
UFF
720
USA Financial Formulas
Michigan
– -$885K -7,898 Closed
FCH
721
Freestone Capital Holdings
Washington
– -$739K -6,597 Closed
TC
722
TradeLink Capital
Illinois
– -$736K -6,571 Closed
AWA
723
Arete Wealth Advisors
Illinois
– -$675K -6,022 Closed
NHC
724
Nicholas Hoffman & Company
Georgia
– -$620K -5,494 Closed
JFGLC
725
Johnson Financial Group LLC (Colorado)
Colorado
– -$514K -4,590 Closed
27 28
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