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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 %
NP
76
NorthRock Partners
Minnesota
$32.8M 281,388 +6,947 +3%
SWPG
77
Strategic Wealth Partners Group
Illinois
$30.8M 264,864 +806 +0.3%
BUB
78
BBVA USA Bancshares
Texas
$30.4M 261,329 -9,142 -3%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$30.3M 260,340 -51,806 -17%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$30.3M 260,212 -390,324 -60%
MML Investors Services
81
MML Investors Services
Massachusetts
$29.8M 255,731 +255,731 New
SEI Investments
82
SEI Investments
Pennsylvania
$29.6M 254,499 +251,773 +9,236%
BIM
83
Bridges Investment Management
Nebraska
$26.3M 225,570 +71 +0%
Bessemer Group
84
Bessemer Group
New Jersey
$25.2M 216,015 -261,520 -55%
Two Sigma Investments
85
Two Sigma Investments
New York
$24.9M 214,238 +136,654 +176%
EWM
86
Evercore Wealth Management
New York
$24.9M 213,669 -2,640 -1%
Mariner
87
Mariner
Kansas
$24.4M 209,586 +54,441 +35%
JRP
88
Jasper Ridge Partners
California
$23M 197,680 – –
LFWA
89
LBJ Family Wealth Advisors
Texas
$22.3M 191,739 -1,609 -0.8%
PAG
90
Private Advisor Group
New Jersey
$21.9M 189,811 -41,362 -18%
PWPCM
91
Perella Weinberg Partners Capital Management
New York
$21.1M 181,263 -759,808 -81%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$20.9M 179,542 -2,851 -2%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$20.9M 179,149 – –
IIC
94
Integrated Investment Consultants
Michigan
$20.6M 176,543 -1,607 -0.9%
PA
95
Parkside Advisors
California
$20.3M 174,435 -413 -0.2%
P
96
Pitcairn
Pennsylvania
$20.2M 173,632 -999 -0.6%
FB
97
Fulton Bank
Pennsylvania
$20M 171,477 -395 -0.2%
SWP
98
Stratos Wealth Partners
Ohio
$19.9M 171,134 +7,526 +5%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$19.6M 168,748 +661 +0.4%
CAM
100
Crestone Asset Management
Colorado
$18.8M 161,848 +408 +0.3%
2 3
4
5 6