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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.

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

Top Sellers

1
BL
1
Balentine LLC
Georgia
$203M
2
PPA
2
Parametric Portfolio Associates
Washington
$187M
3
Bank of America
3
Bank of America
North Carolina
$2.26B
4
ECM
4
ETrade Capital Management
Virginia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$890M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
51
FDx Advisors
Illinois
$59.6M 512,235 +60,624 +13%
JA
52
JOYN Advisors
Georgia
$58.7M 503,958 -47,761 -9%
Citigroup
53
Citigroup
New York
$56.9M 489,022 -106,684 -18%
Axa
54
Axa
France
$54.1M 464,703 -81,300 -15%
WKKFT
55
W.K. Kellogg Foundation Trust
Michigan
$50.9M 437,319 – –
SP
56
Stairway Partners
Illinois
$50.2M 430,768 +1,470 +0.3%
Truist Financial
57
Truist Financial
North Carolina
$46.4M 398,296 -18,761 -4%
HS
58
Huntington Steele
Pennsylvania
$46.3M 397,747 -2,634 -0.7%
JP
59
Jana Partners
New York
$44.9M 385,890 +359,860 +1,382%
Prudential Financial
60
Prudential Financial
New Jersey
$44.7M 383,866 -9,100 -2%
CL
61
Choreo LLC
Illinois
$43.2M 370,625 -7,842 -2%
MG
62
Mather Group
Illinois
$43.1M 369,880 -4,887 -1%
CAN
63
Cetera Advisor Networks
California
$42.1M 361,878 -3,734 -1%
KeyBank National Association
64
KeyBank National Association
Ohio
$40.6M 348,844 -18,220 -5%
PAS
65
Park Avenue Securities
New York
$39.3M 335,108 +335,108 New
HSBC Holdings
66
HSBC Holdings
United Kingdom
$39M 337,277 +8,996 +3%
Ameriprise
67
Ameriprise
Minnesota
$38.5M 330,668 +14,971 +5%
OC
68
Oakworth Capital
Alabama
$37.4M 321,485 +15,114 +5%
BCI
69
Brinker Capital Investments
Pennsylvania
$37.1M 318,746 +7,562 +2%
Creative Planning
70
Creative Planning
Kansas
$37M 318,057 +14,061 +5%
CFB
71
Cullen/Frost Bankers
Texas
$36.2M 311,210 -7,306 -2%
WRTC
72
Wind River Trust Company
Wyoming
$35.6M 305,762 – –
HHMI
73
Howard Hughes Medical Institute
Maryland
$34.9M 300,000 +100,000 +50%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$34.8M 299,226 +86,835 +41%
NFG
75
Nadler Financial Group
Illinois
$32.9M 282,994 -4,765 -2%
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3
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