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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 %
KCM
301
Karp Capital Management
California
$2.84M -$31.6K -254 -1%
CDIA
302
Capital Directions Investment Advisors
Georgia
$2.82M -$4.48K -36 -0.2%
NB
303
Nicolet Bankshares
Wisconsin
$2.81M +$138K +1,111 +5%
MAM
304
Meeder Asset Management
Ohio
$2.8M +$860K +6,921 +44%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$2.79M -$34.4K -277 -1%
DT
306
Diversified Trust
Tennessee
$2.73M +$100K +807 +4%
NIS
307
National Investment Services
Wisconsin
$2.73M +$2.73M +21,965 New
SCM
308
SOL Capital Management
Maryland
$2.71M +$230K +1,850 +9%
MGIA
309
Moneta Group Investment Advisors
Missouri
$2.7M – – –
RWG
310
Regal Wealth Group
California
$2.7M -$81.4K -655 -3%
MFW
311
Mosaic Family Wealth
Missouri
$2.66M -$19.5K -157 -0.7%
EAM
312
Evanson Asset Management
California
$2.65M -$13.2K -106 -0.5%
BW
313
Biegel & Waller
Maryland
$2.6M +$555K +4,460 +27%
AIM
314
Allen Investment Management
New York
$2.58M – – –
WAM
315
Wolverine Asset Management
Illinois
$2.5M +$1.6M +12,891 +179%
OPCM
316
Osborne Partners Capital Management
California
$2.49M – – –
PAS
317
Partnervest Advisory Services
California
$2.49M -$160K -1,287 -6%
SHJ
318
Sharkey, Howes & Javer
Colorado
$2.47M -$121K -976 -5%
BFM
319
Broadview Financial Management
Wisconsin
$2.46M +$2.46M +19,809 New
FA
320
FCG Advisors
New Jersey
$2.43M +$543K +5,962 +29%
BCM
321
BTC Capital Management
Iowa
$2.43M – – –
BAS
322
Brown Advisory Securities
Maryland
$2.4M +$653K +5,251 +37%
SC
323
SouthState Corp
Florida
$2.39M +$614K +4,934 +35%
CBU
324
CIBC Bank USA
Illinois
$2.38M +$168K +1,348 +8%
OIA
325
OneDigital Investment Advisors
Kansas
$2.31M +$2.21M +25,442 +2,176%
11 12
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