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iShares Russell 1000 Value ETF
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Overview Fund Activity

856 hedge funds and large institutions have $28.8B invested in iShares Russell 1000 Value ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+143
Holders Change %
+20.06%
% of All Funds
19.44%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
2.68%
New
177
Increased
294
Reduced
228
Closed
31
Calls
$54.8M
Puts
$16.2M
Net Calls
+$38.7M
Net Calls Change
+$22M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$376M
2
Bank of America
Bank of America
North Carolina
+$349M
3
SIM
Strategic Investment Management
Virginia
+$300M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
5
QIM
Quantitative Investment Management
Virginia
+$88.6M

Top Sellers

1
G
Gainplan
Michigan
-$124M
2
USAA
United Services Automobile Association
Texas
-$112M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$51.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45.3M
5
SI
Stephens Inc
Arkansas
-$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Eagle Capital Management (New York)
251
Eagle Capital Management (New York)
New York
$4.5M +$3.43M +27,550 +318%
IWP
252
Icon Wealth Partners
Texas
$4.46M +$4.46M +35,896 New
MAS
253
Managed Account Services
Florida
$4.43M -$601K -4,837 -12%
SCG
254
Sonata Capital Group
Washington
$4.41M +$92.1K +741 +2%
AIA
255
Arbor Investment Advisors
North Carolina
$4.37M -$31K -249 -0.7%
OA
256
Opes Advisors
California
$4.3M -$90.8K -730 -2%
LWA
257
Lenox Wealth Advisors
New York
$4.29M +$116K +934 +3%
BOS
258
Bingham Osborn & Scarborough
California
$4.2M -$25.2K -203 -0.6%
RCM
259
RNC Capital Management
California
$4.14M +$4.14M +33,325 New
AWP
260
Ascent Wealth Partners
New York
$4.14M -$194K -1,557 -4%
Macquarie Group
261
Macquarie Group
Australia
$4.14M +$4.14M +33,284 New
SSW
262
Smith Shellnut Wilson
Mississippi
$4.04M – – –
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$4.01M +$40.9K +329 +1%
BAM
264
Berkshire Asset Management
Pennsylvania
$4M +$231K +1,858 +6%
DMC
265
Drexel Morgan & Co
Pennsylvania
$3.98M +$186K +1,498 +5%
CS
266
Comerica Securities
Michigan
$3.98M -$299K -2,408 -7%
DPI
267
Diversified Portfolios Inc
Michigan
$3.9M -$225K -1,810 -5%
CGL
268
Clarius Group LLC
Washington
$3.77M -$46.8K -376 -1%
RTS
269
Round Table Services
New Jersey
$3.76M -$202K -1,628 -5%
MPM
270
Meritage Portfolio Management
Kansas
$3.68M -$340K -2,732 -8%
HH
271
HWG Holdings
Texas
$3.66M +$1.38M +11,130 +61%
BI
272
Ballast Inc
Kentucky
$3.65M +$3.65M +29,358 New
WTC
273
WhitTier Trust Company
Nevada
$3.64M -$315K -2,535 -8%
FIMS
274
FBL Investment Management Services
Iowa
$3.61M – – –
VanEck Associates
275
VanEck Associates
New York
$3.59M -$3.4M -27,338 -49%
9 10
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