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iShares Russell 1000 Value ETF
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Overview Fund Activity

697 hedge funds and large institutions have $23.9B invested in iShares Russell 1000 Value ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 268 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
17.4%
Holding in Top 10
95
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.04%
% of All Funds
2.37%
New
43
Increased
220
Reduced
268
Closed
42
Calls
$17.5M
Puts
$8.51M
Net Calls
+$8.97M
Net Calls Change
+$5.93M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$789M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.05B
3
LPL Financial
LPL Financial
California
$164M
4
G
Gainplan
Michigan
$140M
5
Goldman Sachs
Goldman Sachs
New York
$1.06B

Top Sellers

1
BL
Balentine LLC
Georgia
$203M
2
PPA
Parametric Portfolio Associates
Washington
$187M
3
Bank of America
Bank of America
North Carolina
$2.26B
4
ECM
ETrade Capital Management
Virginia
$0
5
Morgan Stanley
Morgan Stanley
New York
$890M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMNFIC
701
Tokio Marine & Nichido Fire Insurance Company
Japan
– -$18.4M -160,000 Closed
MSU
702
Mizuho Securities USA
New York
– -$15.6M -133,800 Closed
Susquehanna International Group
703
Susquehanna International Group
Pennsylvania
– -$12.9M -112,323 Closed
GLI
704
Guardian Life Insurance
New York
– -$12.4M -108,119 Closed
CG
705
Corundum Group
Colorado
– -$11.7M -102,114 Closed
B
706
Barings
North Carolina
– -$10M -87,000 Closed
WFWM
707
Wechter Feldman Wealth Management
New Jersey
– -$8.23M -71,615 Closed
Credit Agricole
708
Credit Agricole
France
– -$1.05M -28,515 Closed
WI
709
WBI Investments
New Jersey
– -$1.82M -15,839 Closed
CWM
710
Concert Wealth Management
California
– -$1.56M -13,872 Closed
FTUS
711
Flow Traders U.S.
New York
– -$1.46M -12,708 Closed
TSS
712
Two Sigma Securities
New York
– -$1.03M -8,921 Closed
IAA
713
Independent Advisor Alliance
North Carolina
– -$841K -7,355 Closed
DRS
714
Deane Retirement Strategies
Louisiana
– -$782K -6,803 Closed
Cerity Partners
715
Cerity Partners
New York
– -$685K -5,964 Closed
HHGA
716
Halbert Hargrove Global Advisors
California
– -$652K -5,676 Closed
GC
717
Guggenheim Capital
Illinois
– -$614K -5,340 Closed
FPS
718
Fieldpoint Private Securities
Connecticut
– -$437K -3,805 Closed
KP
719
Keel Point
Alabama
– -$402K -3,497 Closed
AP
720
Atwood & Palmer
Missouri
– -$386K -3,357 Closed
RG
721
Rikoon Group
New Mexico
– -$374K -3,263 Closed
TW
722
Transform Wealth
Colorado
– -$372K -3,236 Closed
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
– -$370K -3,221 Closed
ZIC
724
ZWJ Investment Counsel
Georgia
– -$353K -3,070 Closed
CPA
725
Capital Planning Advisors
California
– -$332K -2,888 Closed
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29
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