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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 %
NP
76
NorthRock Partners
Minnesota
$31.5M -$708K -6,157 -2%
BUB
77
BBVA USA Bancshares
Texas
$31.1M +$180K +1,570 +0.6%
LFAS
78
Level Four Advisory Services
Texas
$30.5M -$86.5K -753 -0.3%
SWPG
79
Strategic Wealth Partners Group
Illinois
$30.4M +$503K +4,375 +2%
SAM
80
Sentinel Asset Management
Vermont
$28.5M -$153K -1,335 -0.5%
BIM
81
Bridges Investment Management
Nebraska
$25.9M -$2.64M -22,990 -9%
EWM
82
Evercore Wealth Management
New York
$24.9M +$203K +1,766 +0.8%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$24.4M -$7.51M -65,295 -24%
CS
84
Credit Suisse
Switzerland
$24.1M +$20.6M +179,267 +598%
SG Americas Securities
85
SG Americas Securities
New York
$23.4M -$1.88M -16,370 -7%
HHMI
86
Howard Hughes Medical Institute
Maryland
$23M +$23M +200,000 New
JRP
87
Jasper Ridge Partners
California
$22.7M – – –
LFWA
88
LBJ Family Wealth Advisors
Texas
$22.2M -$47.6K -414 -0.2%
NA
89
Nottingham Advisors
New York
$21.9M +$8.05K +70 +0%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$21M +$1.33M +11,561 +7%
Wellington Management Group
91
Wellington Management Group
Massachusetts
$20.6M -$9.5M -82,640 -32%
PAG
92
Private Advisor Group
New Jersey
$20.5M +$6.1M +68,825 +42%
IIC
93
Integrated Investment Consultants
Michigan
$20.5M -$59.4K -517 -0.3%
PA
94
Parkside Advisors
California
$20.1M -$919K -7,996 -4%
P
95
Pitcairn
Pennsylvania
$20.1M +$20.1M +174,631 New
FB
96
Fulton Bank
Pennsylvania
$19.8M +$2.63M +22,855 +15%
TAIM
97
TD Ameritrade Investment Management
Nebraska
$19.5M +$809K +7,036 +4%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$19.3M -$93.4K -813 -0.5%
SWP
99
Stratos Wealth Partners
Ohio
$18.8M +$1.11M +9,625 +6%
CAM
100
Crestone Asset Management
Colorado
$18.6M +$3.41M +29,657 +23%
2 3
4
5 6