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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 %
GMA
151
Goldstein Munger & Associates
California
$9.59M -$187K -1,630 -2%
ICOA
152
Investment Centers of America
North Dakota
$9.56M +$829K +7,215 +9%
RJT
153
Raymond James Trust
Florida
$9.54M +$575K +5,001 +6%
1GA
154
1st Global Advisors
Texas
$9.43M -$2.86M -24,868 -23%
PSUF
155
People's United Financial
Connecticut
$9.36M -$855K -7,437 -8%
EC
156
Estate Counselors
Wisconsin
$9.14M -$1.64M -14,260 -15%
FNBOO
157
First National Bank of Omaha
Nebraska
$9.01M -$20.1K -175 -0.2%
Aristotle Capital Management
158
Aristotle Capital Management
California
$8.95M -$2.79M -24,251 -24%
Two Sigma Investments
159
Two Sigma Investments
New York
$8.92M +$5.71M +49,684 +178%
HS
160
Horan Securities
United States
$8.86M -$203K -1,794 -2%
OCM
161
One Capital Management
California
$8.65M -$45.7K -398 -0.5%
BPB
162
Badgley, Phelps & Bell
Washington
$8.61M -$2.42M -21,094 -22%
TH
163
Timber Hill
Connecticut
$8.54M +$5.87M +51,113 +220%
BCM
164
Bienville Capital Management
New York
$8.5M -$934K -8,123 -10%
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$8.49M +$8.49M +73,900 New
RhumbLine Advisers
166
RhumbLine Advisers
Massachusetts
$8.48M -$2.75M -23,955 -25%
PI
167
PineBridge Investments
New York
$8.41M -$3.64M -31,664 -30%
FSA
168
Financial Sense Advisors
California
$8.28M +$4.62M +40,182 +126%
WFWM
169
Wechter Feldman Wealth Management
New Jersey
$8.23M +$414K +3,601 +5%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$7.93M +$420K +3,654 +6%
TC
171
Telemus Capital
Michigan
$7.92M -$208K -1,813 -3%
WB
172
Webster Bank
Connecticut
$7.89M +$948K +8,244 +14%
ACP
173
Aveo Capital Partners
Colorado
$7.88M -$613K -5,337 -7%
UB
174
UMB Bank
Missouri
$7.8M -$72K -626 -0.9%
OAM
175
Oppenheimer Asset Management
New York
$7.73M +$7.73M +67,250 New
5 6
7
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