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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 %
TMNFIC
101
Tokio Marine & Nichido Fire Insurance Company
Japan
$18.4M – – –
RFC
102
Regions Financial Corp
Alabama
$18.1M -$494K -4,295 -3%
FPFS
103
First Personal Financial Services
North Carolina
$18M – – –
Mariner
104
Mariner
Kansas
$17.8M +$1.84M +15,975 +11%
MAM
105
Marquette Asset Management
Minnesota
$17.6M -$390K -3,390 -2%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$17.4M -$62.9M -545,667 -78%
CA
107
Cetera Advisors
Colorado
$17M -$1.24M -10,832 -7%
ZB
108
Zions Bancorporation
Utah
$16.3M +$144K +1,249 +0.9%
AG
109
Advisor Group
Arizona
$16.2M +$879K +7,645 +6%
JIC
110
Johnson Investment Counsel
Ohio
$16.1M -$1.61M -14,034 -9%
MSU
111
Mizuho Securities USA
New York
$15.6M +$15.6M +133,800 New
IA
112
IndexIQ Advisors
New York
$15.5M -$14.2M -123,333 -48%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$15.4M -$1.26M -10,923 -8%
MWAC
114
Mariner Wealth Advisors (Cincinnati)
Ohio
$15.4M +$874K +7,607 +6%
MCM
115
MV Capital Management
Maryland
$14.9M +$212K +1,841 +1%
SWM
116
Segment Wealth Management
Texas
$14.4M +$1.71M +14,900 +14%
MBT
117
Montecito Bank & Trust
California
$14.3M -$3.84M -33,382 -21%
NYLIM
118
New York Life Investment Management
New York
$14.2M +$9.71M +84,440 +216%
PFBT
119
Parkside Financial Bank & Trust
Missouri
$14M +$1.5M +13,022 +12%
SPIA
120
Steward Partners Investment Advisory
New York
$13.9M +$13.9M +121,055 New
I2I
121
Insight 2811 Inc
Illinois
$13.6M -$333K -2,894 -2%
FCI
122
Financial Counselors Inc
Kansas
$13.6M -$14.6M -127,350 -52%
HCC
123
Hirtle Callaghan & Co
Pennsylvania
$13.5M -$4.31M -37,511 -24%
BA
124
Boston Advisors
Massachusetts
$13.2M +$3.79K +33 +0%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$12.9M +$12.9M +112,323 New
3 4
5
6 7