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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 %
FHB
426
First Hawaiian Bank
Hawaii
$1.05M +$45.3K +365 +5%
ClearBridge Investments
427
ClearBridge Investments
New York
$1.04M +$1.04M +8,377 New
ST
428
Smithfield Trust
Pennsylvania
$1.04M – – –
FA
429
Forefront Analytics
Pennsylvania
$1.02M +$1.02M +8,237 New
KTC
430
Kistler-Tiffany Companies
Pennsylvania
$1.02M -$7.96K -64 -0.8%
CWS
431
Cypress Wealth Services
California
$1.02M +$1.02M +8,165 New
Wolverine Trading
432
Wolverine Trading
Illinois
$1.01M +$708K +5,699 +233%
Franklin Resources
433
Franklin Resources
California
$1.01M – – –
BCA
434
Berman Capital Advisors
Georgia
$1M +$1M +8,067 New
ACS
435
Archford Capital Strategies
Illinois
$998K -$63K -507 -6%
LSAG
436
Lake Street Advisors Group
New Hampshire
$987K +$987K +7,937 New
CCP
437
Corient Capital Partners
California
$987K +$987K +7,939 New
PFT
438
Providence First Trust
Arizona
$982K – – –
SIC
439
Sigma Investment Counselors
Michigan
$979K +$28.2K +227 +3%
CBN
440
Cadence Bank NA
Texas
$965K -$50.1K -403 -5%
HTC
441
Haverford Trust Company
Pennsylvania
$963K -$68.4K -550 -7%
FNBT
442
FineMark National Bank & Trust
Florida
$959K +$535K +4,306 +126%
FPTW
443
Franklin, Parlapiano, Turner & Welch
Texas
$949K – – –
SSB
444
Sandy Spring Bank
Maryland
$927K -$338K -2,715 -27%
OCG
445
Opus Capital Group
Ohio
$926K – – –
TNB
446
Thomasville National Bank
Georgia
$925K -$127K -1,020 -12%
Victory Capital Management
447
Victory Capital Management
Texas
$924K – – –
MIH
448
Madison Investment Holdings
Wisconsin
$916K -$25K -201 -3%
HCIA
449
Hochman Cole Investment Advisors
Illinois
$909K -$69.1K -556 -7%
AWM
450
AE Wealth Management
Kansas
$901K -$45.3K -364 -5%
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