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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 %
EIG
276
Ellenbecker Investment Group
Wisconsin
$3.55M +$3.55M +28,566 New
FUBT
277
First United Bank & Trust
Maryland
$3.52M -$441K -3,550 -11%
Boston Partners
278
Boston Partners
Massachusetts
$3.49M +$21.4K +172 +0.6%
JFG
279
JMG Financial Group
Illinois
$3.47M -$88.4K -711 -2%
IP
280
Investment Partners
Ohio
$3.45M +$53.5K +430 +2%
SLT
281
St Louis Trust
Missouri
$3.41M +$414K +3,328 +14%
CIM
282
Confluence Investment Management
Missouri
$3.4M +$3.19M +25,644 +1,485%
SCP
283
Seizert Capital Partners
Michigan
$3.28M +$3.28M +26,387 New
PA
284
Parallel Advisors
California
$3.21M -$66K -531 -2%
CA
285
Cornerstone Advisory
Maryland
$3.19M -$297K -2,391 -9%
PI
286
Putnam Investments
Massachusetts
$3.19M – – –
AL
287
Aspiriant LLC
California
$3.12M -$7.61M -61,233 -71%
HW
288
Hancock Whitney
Mississippi
$3.09M +$2.51M +20,199 +437%
AIM
289
Acropolis Investment Management
Missouri
$3.07M +$82.1K +660 +3%
DIA
290
Dana Investment Advisors
Wisconsin
$3.07M +$3.07M +24,664 New
AssetMark Inc
291
AssetMark Inc
California
$3.07M -$215K -1,732 -7%
SFG
292
Sage Financial Group
Pennsylvania
$3.06M -$15.3K -123 -0.5%
OC
293
Oppenheimer & Co
New York
$3.06M -$671K -5,395 -18%
PI
294
PineBridge Investments
New York
$2.99M -$2.18M -17,514 -42%
SFA
295
Sequoia Financial Advisors
Ohio
$2.99M -$15.2K -127 -0.5%
CSM
296
CAMG Solamere Management
North Carolina
$2.94M +$97.4K +783 +3%
HB
297
Homrich & Berg
Georgia
$2.89M +$299K +2,405 +12%
WIC
298
Whitegate Investment Counselors
New Hampshire
$2.88M -$246K -1,982 -8%
MWM
299
Mission Wealth Management
California
$2.85M -$9.82K -79 -0.3%
Diamond Hill Capital Management
300
Diamond Hill Capital Management
Ohio
$2.85M +$2.85M +22,904 New
10 11
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