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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
+$357M
2
BlackRock
BlackRock
New York
+$226M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$191M
4
Bank of America
Bank of America
North Carolina
+$135M
5
TCT
TIAA CREF Trust
Missouri
+$108M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$394M
2
American Century Companies
American Century Companies
Missouri
-$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$62.9M
4
Wells Fargo
Wells Fargo
California
-$40.3M
5
Northern Trust
Northern Trust
Illinois
-$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSD
726
Security National Bank of So Dak
Iowa
– -$505K -4,506 Closed
MHI
727
Miller Howard Investments
New York
– -$479K -4,278 Closed
LCM
728
Logan Capital Management
Pennsylvania
– -$460K -4,104 Closed
BF
729
Blankinship & Foster
California
– -$415K -3,700 Closed
VVP
730
Vulcan Value Partners
Alabama
– -$359K -3,203 Closed
SCCM
731
Schafer Cullen Capital Management
New York
– -$308K -2,745 Closed
MC
732
Moors & Cabot
Massachusetts
– -$299K -2,679 Closed
SCA
733
Snowden Capital Advisors
New York
– -$286K -2,550 Closed
HCM
734
Hollencrest Capital Management
California
– -$283K -2,527 Closed
FIM
735
Frontier Investment Management
Texas
– -$268K -2,389 Closed
FHC
736
First Heartland Consultants
Missouri
– -$249K -2,225 Closed
KL
737
KWMG LLC
Kansas
– -$226K -2,015 Closed
FPCP
738
Fort Point Capital Partners
California
– -$210K -1,875 Closed
CWM
739
Cornerstone Wealth Management
Missouri
– -$210K -1,856 Closed
WP
740
WMS Partners
Maryland
– -$205K -1,833 Closed
SCM
741
Sterneck Capital Management
Missouri
– -$204K -1,819 Closed
SC
742
Scotia Capital
Ontario, Canada
– -$201K -1,790 Closed
IPC
743
Independent Portfolio Consultants
Florida
– -$169K -1,506 Closed
LWMT
744
Legacy Wealth Management (Tennessee)
Tennessee
– -$128K -1,146 Closed
SIG
745
Stanford Investment Group
California
– -$111K -993 Closed
FAN
746
Financial Advisors Network
California
– -$53K -471 Closed
TCM
747
Tradewinds Capital Management
Washington
– -$47K -422 Closed
AWM
748
Avior Wealth Management
Nebraska
– -$29K -259 Closed
OSNBOA
749
Old Second National Bank of Aurora
Illinois
– -$22K -200 Closed
LCM
750
Liberty Capital Management
Michigan
– -$21K -183 Closed
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