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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
1
Fidelity Investments
Massachusetts
$2.7B
2
BlackRock
2
BlackRock
New York
$290M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.55B
4
Bank of America
4
Bank of America
North Carolina
$2.5B
5
TCT
5
TIAA CREF Trust
Missouri
$687M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$438M
2
American Century Companies
2
American Century Companies
Missouri
$331M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$17.4M
4
Wells Fargo
4
Wells Fargo
California
$652M
5
Northern Trust
5
Northern Trust
Illinois
$94.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
51
Axa
France
$62.8M +$10.2M +89,000 +19%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$60.1M +$2.48M +21,546 +4%
EVM
53
Eaton Vance Management
Massachusetts
$59.1M +$924K +8,042 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$56.3M +$3.32M +28,842 +6%
Bessemer Group
55
Bessemer Group
New Jersey
$54.9M +$51.7M +449,457 +1,601%
FA
56
FDx Advisors
Illinois
$51.9M -$22M -191,491 -30%
WKKFT
57
W.K. Kellogg Foundation Trust
Michigan
$50.3M – – –
SP
58
Stairway Partners
Illinois
$49.3M +$57.5K +500 +0.1%
Truist Financial
59
Truist Financial
North Carolina
$47.9M +$971K +8,449 +2%
HS
60
Huntington Steele
Pennsylvania
$46M -$501K -4,362 -1%
Prudential Financial
61
Prudential Financial
New Jersey
$45.2M -$851K -7,400 -2%
CL
62
Choreo LLC
Illinois
$43.5M -$1.2M -10,427 -3%
MG
63
Mather Group
Illinois
$43.1M +$252K +2,190 +0.6%
KeyBank National Association
64
KeyBank National Association
Ohio
$42.2M -$709K -6,166 -2%
CAN
65
Cetera Advisor Networks
California
$42M +$2.03M +17,690 +5%
FBFS
66
First Business Financial Services
Wisconsin
$41.8M +$380K +3,307 +0.9%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$37.7M +$2M +17,409 +6%
CFB
68
Cullen/Frost Bankers
Texas
$36.6M +$185K +1,609 +0.5%
Ameriprise
69
Ameriprise
Minnesota
$36.3M +$8.65M +75,264 +31%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$35.9M +$9.08M +79,016 +34%
BCI
71
Brinker Capital Investments
Pennsylvania
$35.8M +$1.11M +9,617 +3%
OC
72
Oakworth Capital
Alabama
$35.2M +$2.78M +24,186 +9%
WRTC
73
Wind River Trust Company
Wyoming
$35.1M – – –
Creative Planning
74
Creative Planning
Kansas
$34.9M +$1.25M +10,886 +4%
NFG
75
Nadler Financial Group
Illinois
$33.1M -$501K -4,361 -1%
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