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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.

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
TF
1
TIAA FSB
Florida
$746M
2
American Century Companies
2
American Century Companies
Missouri
$789M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.05B
4
LPL Financial
4
LPL Financial
California
$164M
5
G
5
Gainplan
Michigan
$140M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$203M
2
PPA
2
Parametric Portfolio Associates
Washington
$187M
3
Bank of America
3
Bank of America
North Carolina
$2.26B
4
ECM
4
ETrade Capital Management
Virginia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$890M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.05B 26,166,698 +2,650,867 +11%
EFS
2
Edelman Financial Services
Virginia
$2.32B 19,895,288 +460,892 +2%
Bank of America
3
Bank of America
North Carolina
$2.26B 19,375,237 -2,380,459 -11%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.58B 13,601,642 +159,627 +1%
Goldman Sachs
5
Goldman Sachs
New York
$1.06B 9,075,581 +623,709 +7%
Morgan Stanley
6
Morgan Stanley
New York
$890M 7,641,254 -777,998 -9%
American Century Companies
7
American Century Companies
Missouri
$789M 6,773,591 +3,891,622 +135%
TF
8
TIAA FSB
Florida
$746M 6,408,385 +6,408,385 New
Wells Fargo
9
Wells Fargo
California
$624M 5,358,127 -314,391 -6%
UBS Group
10
UBS Group
Switzerland
$560M 4,812,225 +530,430 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$470M 4,035,714 -99,243 -2%
SB
12
Suntrust Banks
Georgia
$448M 3,846,275 -360,502 -9%
RJA
13
Raymond James & Associates
Florida
$431M 3,699,888 -109,942 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$393M 3,376,145 -156,966 -4%
BlackRock
15
BlackRock
New York
$346M 2,974,105 +453,134 +18%
SF
16
Synovus Financial
Georgia
$343M 2,949,682 +128,055 +5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$306M 2,625,782 -219,111 -8%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$303M 2,604,700 -14,300 -0.5%
M&T Bank
19
M&T Bank
New York
$284M 2,440,278 +99,121 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$233M 2,003,479 +65,177 +3%
BL
21
Balentine LLC
Georgia
$203M 1,739,678 -3,645,340 -68%
PPA
22
Parametric Portfolio Associates
Washington
$187M 1,605,137 -2,811,678 -64%
CB
23
Commerce Bank
Missouri
$173M 1,488,640 -52,650 -3%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$167M 1,432,614 -42,086 -3%
LPL Financial
25
LPL Financial
California
$164M 1,408,541 +1,378,025 +4,516%
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