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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 %
EA
201
Edge Advisors
Georgia
$5.32M -$217K -1,890 -4%
SIA
202
Starfire Investment Advisers
Michigan
$5.24M +$208K +1,818 +4%
BF
203
BOK Financial
Oklahoma
$5.24M -$481K -4,184 -8%
FCBT
204
First Citizens Bank & Trust
North Carolina
$5.24M +$35.1K +305 +0.7%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$5.2M +$416K +3,621 +9%
FHA
206
First Horizon Advisors
Tennessee
$5.05M +$489K +4,262 +11%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$5.02M +$62.4K +543 +1%
1IA
208
1834 Investment Advisors
Wisconsin
$4.99M -$25.9K -225 -0.5%
HCA
209
Harbour Capital Advisors
Virginia
$4.98M +$11.5K +100 +0.2%
LFG
210
LifePlan Financial Group
Ohio
$4.98M +$172K +1,499 +4%
DW
211
Domani Wealth
Pennsylvania
$4.89M -$40.5K -352 -0.8%
ABC
212
Associated Banc-Corp
Wisconsin
$4.79M +$240K +2,085 +5%
HFS
213
HL Financial Services
Kentucky
$4.74M -$1.58M -13,764 -25%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$4.61M -$361K -3,145 -7%
SCG
215
Sonata Capital Group
Washington
$4.58M -$8.16K -71 -0.2%
AW
216
ACG Wealth
Georgia
$4.57M +$566K +4,923 +14%
RTS
217
Round Table Services
New Jersey
$4.56M -$2.76K -24 -0.1%
OC
218
Oppenheimer & Co
New York
$4.53M -$164K -1,426 -3%
HH
219
HWG Holdings
Texas
$4.51M +$4.51M +39,221 New
HCMT
220
Highland Capital Management (Tennessee)
Tennessee
$4.48M -$73.2K -637 -2%
SHJ
221
Sharkey, Howes & Javer
Colorado
$4.4M -$34.5K -300 -0.8%
BOS
222
Bingham Osborn & Scarborough
California
$4.4M -$123K -1,067 -3%
AG
223
Appleton Group
Wisconsin
$4.36M -$292K -2,539 -6%
BAAM
224
Baker Avenue Asset Management
California
$4.34M -$673K -5,851 -13%
WT
225
Whittier Trust
California
$4.19M -$313K -2,727 -7%
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