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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 %
LA
351
Legacy Advisors
Pennsylvania
$1.85M +$1.56M +12,537 +532%
FTIOP
352
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.85M +$1.85M +14,885 New
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$1.84M +$67K +539 +4%
BP
354
Ballentine Partners
Massachusetts
$1.82M +$162K +1,302 +10%
CFA
355
Cahill Financial Advisors
Minnesota
$1.8M +$33.7K +271 +2%
SCCM
356
Schafer Cullen Capital Management
New York
$1.79M +$1.79M +14,400 New
RP
357
Rice Partnership
Hawaii
$1.78M +$1.78M +14,325 New
SBSB
358
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.74M +$3.61K +29 +0.2%
FIM
359
Freedom Investment Management
Connecticut
$1.73M -$121K -974 -7%
BJL
360
Brighton Jones LLC
Washington
$1.71M -$64.9K -522 -4%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$1.7M +$46.4K +373 +3%
BFA
362
Beaumont Financial Advisors
Massachusetts
$1.69M +$1.32M +10,615 +353%
NEPWA
363
New England Private Wealth Advisors
Massachusetts
$1.68M +$83.8K +675 +5%
WA
364
Winfield Associates
Ohio
$1.68M -$12.4K -100 -0.7%
SC
365
Savant Capital
Illinois
$1.63M -$4.35K -35 -0.3%
HNB
366
Huntington National Bank
Ohio
$1.62M -$1.46M – –
RPG
367
Risk Paradigm Group
Texas
$1.62M -$621K -4,997 -28%
HWM
368
Highwater Wealth Management
Colorado
$1.61M -$591K -4,751 -27%
VVP
369
Vulcan Value Partners
Alabama
$1.6M +$1.6M +12,903 New
Lazard Asset Management
370
Lazard Asset Management
New York
$1.57M +$1.33M +10,726 +571%
CNBT
371
Canandaigua National Bank & Trust
New York
$1.55M +$78.7K +633 +5%
Manulife (Manufacturers Life Insurance)
372
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M -$45.3M -364,112 -97%
FDCC
373
Foster Dykema Cabot & Co
Massachusetts
$1.54M -$1.24K -10 -0.1%
GLA
374
Great Lakes Advisors
Illinois
$1.51M +$973K +7,823 +183%
ST
375
Sageworth Trust
Pennsylvania
$1.49M – – –
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15
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