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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.7B 23,515,831 +3,105,393 +15%
Bank of America
2
Bank of America
North Carolina
$2.5B 21,755,696 +1,174,029 +6%
EFS
3
Edelman Financial Services
Virginia
$2.23B 19,434,396 +311,170 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.55B 13,442,015 +1,661,505 +14%
Goldman Sachs
5
Goldman Sachs
New York
$971M 8,451,872 +346,283 +4%
Morgan Stanley
6
Morgan Stanley
New York
$968M 8,419,252 +746,949 +10%
TCT
7
TIAA CREF Trust
Missouri
$687M 5,973,627 +940,607 +19%
Wells Fargo
8
Wells Fargo
California
$652M 5,672,518 -350,888 -6%
BL
9
Balentine LLC
Georgia
$619M 5,385,018 +44,098 +0.8%
PPA
10
Parametric Portfolio Associates
Washington
$508M 4,416,815 +34,473 +0.8%
UBS Group
11
UBS Group
Switzerland
$492M 4,281,795 -8,284 -0.2%
SB
12
Suntrust Banks
Georgia
$484M 4,206,777 -143,848 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$475M 4,134,957 -21,723 -0.5%
RJA
14
Raymond James & Associates
Florida
$438M 3,809,830 -3,431,702 -47%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$406M 3,533,111 +93,048 +3%
American Century Companies
16
American Century Companies
Missouri
$331M 2,881,969 -2,760,151 -49%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$327M 2,844,893 +144,317 +5%
SF
18
Synovus Financial
Georgia
$324M 2,821,627 +108,952 +4%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$301M 2,619,000 -179,100 -6%
BlackRock
20
BlackRock
New York
$290M 2,520,971 +1,964,119 +353%
M&T Bank
21
M&T Bank
New York
$269M 2,341,157 +517,795 +28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$223M 1,938,302 +84,206 +5%
ECM
23
ETrade Capital Management
Virginia
$198M 1,724,882 +94,069 +6%
CB
24
Commerce Bank
Missouri
$177M 1,541,290 -83,357 -5%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$170M 1,474,700 +280,909 +24%
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