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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 %
CPIM
451
Columbia Partners Investment Management
Virginia
$901K – – –
SIAS
452
Shine Investment Advisory Services
Colorado
$896K – – –
PTC
453
Private Trust Company
Ohio
$881K – – –
WI
454
Wintrust Investments
Illinois
$878K +$75.7K +609 +9%
CCM
455
Coldstream Capital Management
Washington
$863K +$137K +1,100 +19%
FC
456
Forte Capital
New York
$858K -$29.2K -235 -3%
FANJ
457
Financial Architects (New Jersey)
New Jersey
$857K +$373 +3 +0%
EWA
458
Exencial Wealth Advisors
Oklahoma
$848K +$4.1K +33 +0.5%
TI
459
Truepoint Inc
Ohio
$843K +$137K +1,102 +19%
NG
460
Northstar Group
New York
$839K +$188K +1,400 +29%
SCM
461
Snow Capital Management
Pennsylvania
$833K +$833K +6,698 New
KPAG
462
KLS Professional Advisors Group
New York
$826K +$826K +6,643 New
BTW
463
Boston Trust Walden
Massachusetts
$808K – – –
Cerity Partners
464
Cerity Partners
New York
$803K -$80.9K -651 -9%
EVM
465
Eaton Vance Management
Massachusetts
$796K -$663K -5,330 -45%
HA
466
Harborview Advisors
Maine
$796K +$796K +6,404 New
SPC
467
Sigma Planning Corp
Michigan
$795K +$91.4K +735 +13%
GP
468
Girard Partners
Pennsylvania
$792K -$1.12K -9 -0.1%
S
469
SignatureFD
Georgia
$788K -$224K -1,799 -22%
BRWA
470
B. Riley Wealth Advisors
Florida
$786K -$47.8K -384 -6%
DWM
471
Doyle Wealth Management
Florida
$780K +$149K +1,199 +24%
KWM
472
Kingsview Wealth Management
Oregon
$778K +$64.2K +516 +9%
MAS
473
Madden Advisory Services
Florida
$761K – – –
RCAMU
474
Rothschild & Co Asset Management US
Connecticut
$760K +$760K +6,109 New
TFO
475
Tarbox Family Office
California
$753K – – –
17 18
19
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