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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 %
AT
176
Arden Trust
Delaware
$7.62M -$175K -1,522 -2%
Comerica Bank
177
Comerica Bank
Texas
$7.59M -$5.08M -44,099 -40%
MPM
178
Meritage Portfolio Management
Kansas
$7.55M -$7.99M -69,557 -51%
CI
179
Cambiar Investors
Colorado
$7.47M -$1.37M -11,953 -16%
UWPG
180
Ullmann Wealth Partners Group
Florida
$7.46M -$2.19M -19,037 -23%
AL
181
Aspiriant LLC
California
$7.44M -$432K -3,762 -5%
WSFS
182
Wilmington Savings Fund Society
Delaware
$7.31M +$443K +3,858 +6%
SI
183
SII Investments
Wisconsin
$7.03M +$729K +6,345 +12%
MWM
184
Merriman Wealth Management
Washington
$6.84M +$47.1K +410 +0.7%
FAAS
185
First Allied Advisory Services
California
$6.76M +$437K +3,772 +7%
JFGIW
186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.7M -$238K -2,067 -3%
FA
187
FC Advisory
Pennsylvania
$6.61M +$69K +600 +1%
NL
188
NWAM LLC
Washington
$6.51M +$589K +5,126 +10%
BC
189
Brinker Capital
Pennsylvania
$6.46M -$4.38M -38,145 -40%
DIA
190
Denver Investment Advisors
Colorado
$6.4M +$197K +1,717 +3%
KSA
191
Ken Stern & Associates
California
$6.18M +$70.2K +612 +1%
IAA
192
Ironsides Asset Advisors
North Carolina
$6.11M – – –
NFA
193
Nationwide Fund Advisors
Ohio
$6.08M +$6.08M +52,905 New
GT
194
Glenmede Trust
Pennsylvania
$6.08M +$256K +2,227 +4%
AMG
195
Asset Management Group
Connecticut
$6.03M -$164K -1,426 -3%
TLIC
196
Thai Life Insurance Company
Thailand
$5.79M – – –
CB
197
Community Bank
New York
$5.79M -$47.7K -415 -0.8%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.79M -$119K -1,038 -2%
FUBT
199
First United Bank & Trust
Maryland
$5.33M -$240K -2,085 -4%
SIM
200
SSI Investment Management
California
$5.33M -$2.87M -24,983 -35%
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