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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.

New
Increased
Maintained
Reduced
Closed
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
American Century Companies
Missouri
+$453M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
3
LPL Financial
LPL Financial
California
+$160M
4
G
Gainplan
Michigan
+$140M
5
Goldman Sachs
Goldman Sachs
New York
+$72.6M

Top Sellers

1
BL
Balentine LLC
Georgia
-$424M
2
PPA
Parametric Portfolio Associates
Washington
-$327M
3
Bank of America
Bank of America
North Carolina
-$277M
4
ECM
ETrade Capital Management
Virginia
-$198M
5
Morgan Stanley
Morgan Stanley
New York
-$90.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
201
1834 Investment Advisors
Wisconsin
$4.96M -$97.2K -835 -2%
HFS
202
HL Financial Services
Kentucky
$4.91M +$106K +909 +2%
HCA
203
Harbour Capital Advisors
Virginia
$4.9M -$144K -1,235 -3%
FCBT
204
First Citizens Bank & Trust
North Carolina
$4.87M -$438K -3,765 -8%
DW
205
Domani Wealth
Pennsylvania
$4.86M -$92.2K -792 -2%
ABC
206
Associated Banc-Corp
Wisconsin
$4.82M -$31.3K -269 -0.6%
FUBT
207
First United Bank & Trust
Maryland
$4.7M -$700K -6,013 -13%
SCG
208
Sonata Capital Group
Washington
$4.67M +$29.6K +254 +0.6%
AW
209
ACG Wealth
Georgia
$4.62M -$9.43K -81 -0.2%
NIMC
210
NWQ Investment Management Company
California
$4.56M +$982K +8,438 +27%
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$4.46M +$488K +4,195 +12%
AG
212
Appleton Group
Wisconsin
$4.39M -$19K -163 -0.4%
MAS
213
Managed Account Services
Florida
$4.39M +$244K +2,097 +6%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$4.38M -$286K -2,458 -6%
COI
215
Connable Office Inc
Michigan
$4.37M +$1.34M +11,549 +45%
BOS
216
Bingham Osborn & Scarborough
California
$4.36M -$96.1K -825 -2%
WT
217
Whittier Trust
California
$4.24M – – –
HCMT
218
Highland Capital Management (Tennessee)
Tennessee
$4.21M -$325K -2,790 -7%
OA
219
Opes Advisors
California
$4.18M -$43.9K -375 -1%
OC
220
Oppenheimer & Co
New York
$4.12M -$465K -3,992 -10%
AIA
221
Arbor Investment Advisors
North Carolina
$4.12M -$8.03K -69 -0.2%
AWP
222
Ascent Wealth Partners
New York
$4.09M +$171K +1,465 +4%
CS
223
Comerica Securities
Michigan
$4.07M +$138K +1,183 +4%
MA
224
MUFG Americas
New York
$4.06M +$520K +4,463 +15%
AssetMark Inc
225
AssetMark Inc
California
$4.02M -$75K -644 -2%
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