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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 %
PG
376
Patten Group
Tennessee
$1.48M +$595K +4,787 +68%
Lord, Abbett & Co
377
Lord, Abbett & Co
New Jersey
$1.46M +$1.46M +11,727 New
FT
378
Fiduciary Trust
Massachusetts
$1.45M – – –
A
379
AdvicePeriod
California
$1.44M +$1.44M +11,583 New
FNT
380
First National Trust
Pennsylvania
$1.44M +$559K +4,494 +64%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M +$1.42M +11,204 +7,674%
AIM
382
Aspen Investment Management
Michigan
$1.42M +$245K +1,973 +21%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$1.41M +$1.41M +11,332 New
RC
384
Rinet Company
Massachusetts
$1.4M +$203K +1,629 +17%
CBA
385
Coastal Bridge Advisors
Connecticut
$1.39M – – –
GRP
386
Global Retirement Partners
California
$1.38M +$74.6K +600 +6%
PAG
387
Pinnacle Advisory Group
Maryland
$1.38M +$75.5K +607 +6%
GBT
388
Grove Bank & Trust
Florida
$1.38M +$124K +1,000 +10%
Fiera Capital (Canada)
389
Fiera Capital (Canada)
Quebec, Canada
$1.37M +$71.8K +577 +6%
VWA
390
V Wealth Advisors
Kansas
$1.35M +$124K +966 +10%
SMC
391
Smith, Moore & Co
Missouri
$1.35M +$54.2K +436 +4%
DDPOM
392
Delta Dental Plan of Michigan
Michigan
$1.32M +$1.32M +11,017 New
FWCM
393
Ferguson Wellman Capital Management
Oregon
$1.31M +$98.9K +795 +8%
OTC
394
Opera Trading Capital
France
$1.31M -$4.29M -34,500 -77%
CT
395
Coastline Trust
Rhode Island
$1.3M +$147K +1,180 +13%
WF
396
Welch & Forbes
Massachusetts
$1.28M +$39.3K +316 +3%
ST
397
Spinnaker Trust
Maine
$1.27M – – –
CW
398
Cobiz Wealth
Colorado
$1.25M -$4.6K -37 -0.4%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$1.25M +$29.3K +236 +2%
JWA
400
JFS Wealth Advisors
Pennsylvania
$1.25M +$59.1K +475 +5%
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