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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 %
PWM
476
Patriot Wealth Management
Texas
$743K – – –
DWM
477
Dakota Wealth Management
Florida
$739K +$12.4K +100 +2%
CIA
478
Choate Investment Advisors
Massachusetts
$739K – – –
BFG
479
Beacon Financial Group
Texas
$736K +$33.4K +269 +5%
JFA
480
Johanson Financial Advisors
California
$712K -$16K -129 -2%
LA
481
Lau Associates
Delaware
$712K – – –
CT
482
Cambridge Trust
Massachusetts
$711K – – –
CC
483
Courier Capital
New York
$710K +$710K +5,711 New
FFC
484
First Financial Corp
Indiana
$706K -$76K -611 -10%
NCMW
485
Northern Capital Management (Wisconsin)
Wisconsin
$706K -$8.08K -65 -1%
WS
486
Wedbush Securities
California
$695K +$19.8K +159 +3%
BIA
487
BHK Investment Advisors
Alabama
$692K +$692K +5,566 New
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$672K -$2.24K -18 -0.3%
KIA
489
KCM Investment Advisors
California
$670K +$436K +3,505 +186%
GT
490
Glenview Trust
Kentucky
$669K -$25K -201 -4%
DDPIC
491
Deroy & Devereaux Private Investment Counsel
Michigan
$664K -$49.7K -400 -7%
NWS
492
Newport Wealth Strategies
California
$658K +$658K +5,102 New
AB
493
Amalgamated Bank
New York
$655K -$2.63M -21,190 -80%
SCM
494
Sterling Capital Management
North Carolina
$651K -$7.58K -61 -1%
CWM
495
Confluence Wealth Management
Oregon
$648K – – –
CTC
496
Central Trust Company
Missouri
$648K +$98.5K +792 +18%
AA
497
Ancora Advisors
Ohio
$635K +$27.4K +220 +5%
CM
498
Columbus Macro
Pennsylvania
$634K +$634K +5,096 New
MC
499
Middleton & Co
Massachusetts
$632K -$31.1K -250 -5%
BMCM
500
Bryn Mawr Capital Management
Pennsylvania
$631K – – –
18 19
20
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