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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 %
SNT
701
Security National Trust
West Virginia
$12K – – –
RE
702
RBC Europe
United Kingdom
$11.9K +$11.9K +100 New
AAP
703
Arax Advisory Partners
Colorado
$11K – – –
NSIM
704
North Star Investment Management
Illinois
$10K – – –
TCOV
705
Trust Company of Vermont
Vermont
$10K – – –
JCM
706
Jacobi Capital Management
Pennsylvania
$10K +$10K +80 New
MFBTD
707
MB Financial Bank - Trust Department
Illinois
$9K -$10.1K -84 -53%
BC
708
Barnett & Company
Tennessee
$9K – – –
WAM
709
Watermark Asset Management
California
$9K – – –
CFD
710
Creative Financial Designs
Indiana
$6K +$115 +1 +2%
FCMT
711
Founders Capital Management (Texas)
Texas
$3K +$3K +24 New
SC
712
SouthState Corp
Florida
$1.69K -$139 -1,177 -8%
TFA
713
Transamerica Financial Advisors
Florida
$1K – – –
JP
714
Jana Partners
New York
– -$44.9M -385,890 Closed
PAS
715
Park Avenue Securities
New York
– -$39.3M -335,108 Closed
FPFS
716
First Personal Financial Services
North Carolina
– -$7.85M -67,396 Closed
BCM
717
Bridgeway Capital Management
Texas
– -$7.25M -62,300 Closed
CANY
718
Caxton Associates (New York)
New York
– -$6.4M -55,000 Closed
SSWM
719
Sheets Smith Wealth Management
North Carolina
– -$2.04M -17,507 Closed
FTIOP
720
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.86M -16,000 Closed
Citadel Advisors
721
Citadel Advisors
Florida
– -$1.63M -13,981 Closed
Jane Street
722
Jane Street
New York
– -$1.55M -13,305 Closed
ClearBridge Investments
723
ClearBridge Investments
New York
– -$1.29M -11,042 Closed
DA
724
DSC Advisors
Illinois
– -$1.15M -9,840 Closed
CC
725
Courier Capital
New York
– -$958K -8,225 Closed
27 28
29
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