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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
1
American Century Companies
Missouri
$835M
2
Bank of America
2
Bank of America
North Carolina
$4.7B
3
SIM
3
Strategic Investment Management
Virginia
$300M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.37B
5
QIM
5
Quantitative Investment Management
Virginia
$88.6M

Top Sellers

1
G
1
Gainplan
Michigan
$51.7M
2
USAA
2
United Services Automobile Association
Texas
$0
3
WKKFT
3
W.K. Kellogg Foundation Trust
Michigan
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M
5
SI
5
Stephens Inc
Arkansas
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$176M -$5.01M -40,273 -3%
SLI
27
Symetra Life Insurance
Washington
$152M +$771K +6,201 +0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$131M +$11.2M +89,713 +9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$130M +$33.7M +270,972 +35%
UBS AM
30
UBS AM
Illinois
$123M +$52.3M +420,473 +74%
PWPCM
31
Perella Weinberg Partners Capital Management
New York
$123M +$1.63M +13,128 +1%
US Bancorp
32
US Bancorp
Minnesota
$112M +$1.37M +11,037 +1%
Northern Trust
33
Northern Trust
Illinois
$111M -$36.9M -297,043 -25%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$110M -$3.66M -29,410 -3%
AllianceBernstein
35
AllianceBernstein
Tennessee
$94.6M +$81.6M +655,938 +626%
Stifel Financial
36
Stifel Financial
Missouri
$89.1M +$4.89M +39,377 +6%
QIM
37
Quantitative Investment Management
Virginia
$88.6M +$88.6M +712,200 New
SI
38
Stephens Inc
Arkansas
$87.1M -$38.4M -308,555 -31%
HighTower Advisors
39
HighTower Advisors
Illinois
$83.5M +$2.98M +23,984 +4%
WPW
40
Waldron Private Wealth
Pennsylvania
$80.8M +$639K +5,138 +0.8%
SHGA
41
Sand Hill Global Advisors
California
$80.2M -$934K -7,511 -1%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$79.8M +$5.88M +47,286 +8%
GLI
43
Guardian Life Insurance
New York
$79.6M +$4.37M +35,153 +6%
1SB
44
1ST Source Bank
Indiana
$77.9M -$2.44M -19,622 -3%
Brown Advisory
45
Brown Advisory
Maryland
$74.5M -$4.79M -38,500 -6%
BDF
46
Balasa Dinverno & Foltz
$74.4M -$878K -7,063 -1%
Two Sigma Investments
47
Two Sigma Investments
New York
$73M +$70.6M +568,000 +2,974%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$67.7M +$1.35M +10,866 +2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$66.9M +$1.11M +8,910 +2%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$66.7M +$24.9M +200,352 +60%
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