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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 %
FTS
401
Fifth Third Securities
Ohio
$1.24M +$161K +1,293 +15%
MCM
402
Manchester Capital Management
Vermont
$1.24M -$32.9K -265 -3%
RFM
403
Royal Fund Management
Florida
$1.23M +$64.3K +517 +6%
BFPW
404
BOK Financial Private Wealth
Colorado
$1.23M +$598K +4,808 +95%
TIM
405
Tortoise Investment Management
New York
$1.21M -$2.11K -17 -0.2%
Barclays
406
Barclays
United Kingdom
$1.21M -$662K -5,326 -35%
SCA
407
Stillwater Capital Advisors
Pennsylvania
$1.2M – – –
FFA
408
Fragasso Financial Advisors
Pennsylvania
$1.18M -$14.7K -118 -1%
Federated Hermes
409
Federated Hermes
Pennsylvania
$1.18M -$13.1M -105,741 -92%
MHS
410
M Holdings Securities
Oregon
$1.17M -$38.8K -312 -3%
CA
411
Clearstead Advisors
Ohio
$1.17M -$107K -863 -8%
AFM
412
Andesa Financial Management
Pennsylvania
$1.15M +$1.15M +9,215 New
WAG
413
Winthrop Advisory Group
Massachusetts
$1.14M +$1.14M +8,970 New
SCA
414
STALEY CAPITAL ADVISERS
Pennsylvania
$1.13M +$27.4K +220 +2%
B
415
Brightworth
Georgia
$1.12M +$285K +2,288 +34%
GC
416
Garde Capital
Washington
$1.1M -$35.2K -283 -3%
MWM
417
Merriman Wealth Management
Washington
$1.1M -$277K -2,228 -20%
AAM
418
Autus Asset Management
Arizona
$1.09M -$18.4K -148 -2%
GLA
419
Good Life Advisors
Pennsylvania
$1.08M -$20.4K -161 -2%
TWA
420
TCI Wealth Advisors
Arizona
$1.07M +$43.5K +350 +4%
AWM
421
Altium Wealth Management
New York
$1.07M +$1.07M +8,627 New
Fisher Asset Management
422
Fisher Asset Management
Washington
$1.07M +$790K +6,352 +282%
TIM
423
Thornburg Investment Management
New Mexico
$1.06M +$1.06M +8,492 New
MWM
424
Modera Wealth Management
New Jersey
$1.05M – – –
ASN
425
Advisory Services Network
Georgia
$1.05M +$139K +1,116 +15%
15 16
17
18 19