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iShares Russell 1000 Value ETF
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Overview Fund Activity

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.15B
2
Citigroup
Citigroup
New York
$267M
3
GLI
Guardian Life Insurance
New York
$71.7M
4
EFS
Edelman Financial Services
Virginia
$2.42B
5
Northern Trust
Northern Trust
Illinois
$141M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$438M
2
BL
Balentine LLC
Georgia
$43M
3
Franklin Resources
Franklin Resources
California
$961K
4
PPA
Parametric Portfolio Associates
Washington
$61.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
201
LifePlan Financial Group
Ohio
$5.1M -$41.2K -348 -0.8%
DW
202
Domani Wealth
Pennsylvania
$5.06M +$119K +1,000 +2%
COI
203
Connable Office Inc
Michigan
$5.06M +$612K +5,161 +14%
1IA
204
1834 Investment Advisors
Wisconsin
$5.03M -$17.2K -145 -0.3%
PI
205
PineBridge Investments
New York
$4.93M -$2.4M -20,290 -33%
SIM
206
SSI Investment Management
California
$4.92M +$1.25M +10,573 +34%
SEI Investments
207
SEI Investments
Pennsylvania
$4.92M -$25.2M -213,014 -84%
OTC
208
Opera Trading Capital
France
$4.91M +$3.29M +30,200 +204%
ABC
209
Associated Banc-Corp
Wisconsin
$4.84M -$57.9K -489 -1%
VFA
210
Valeo Financial Advisors
Indiana
$4.83M +$4.83M +40,762 New
HCA
211
Harbour Capital Advisors
Virginia
$4.8M -$188K -1,590 -4%
MAS
212
Managed Account Services
Florida
$4.8M +$333K +2,810 +7%
AW
213
ACG Wealth
Georgia
$4.73M +$28.8K +243 +0.6%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$4.71M +$250K +2,112 +6%
HFS
215
HL Financial Services
Kentucky
$4.67M -$327K -2,757 -7%
WT
216
Whittier Trust
California
$4.6M +$286K +2,413 +7%
AG
217
Appleton Group
Wisconsin
$4.52M +$48.5K +409 +1%
MA
218
MUFG Americas
New York
$4.36M +$222K +1,875 +5%
HCMT
219
Highland Capital Management (Tennessee)
Tennessee
$4.29M -$1.9K -16 -0%
AIA
220
Arbor Investment Advisors
North Carolina
$4.19M +$4.03K +34 +0.1%
OA
221
Opes Advisors
California
$4.18M -$49.9K -421 -1%
AWP
222
Ascent Wealth Partners
New York
$4.13M -$35K -295 -0.8%
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$4.12M +$1.09M +9,153 +36%
SCG
224
Sonata Capital Group
Washington
$4.12M -$632K -5,333 -13%
CS
225
Comerica Securities
Michigan
$4.08M -$68.4K -577 -2%
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