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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 %
BCP
501
Berkeley Capital Partners
Georgia
$624K -$400K -3,221 -39%
PA
502
Paracle Advisors
Washington
$611K +$611K +4,919 New
CIA
503
Capital Investment Advisors
Georgia
$610K -$66.3K -533 -10%
3AM
504
3D Asset Management
Connecticut
$609K -$27.7K -223 -4%
SHWM
505
Smith & Howard Wealth Management
Georgia
$604K +$21.6K +174 +4%
AFC
506
AFT Forsyth & Company
Florida
$602K +$602K +4,843 New
RW
507
Rand Wealth
Maryland
$598K – – –
SPWA
508
SteelBridge Private Wealth Advisors
Florida
$597K +$51.3K +412 +9%
STA
509
Summit Trail Advisors
New York
$597K +$597K +4,719 New
AWS
510
AJ Wealth Strategies
New York
$596K +$596K +4,791 New
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$595K -$14.3K -115 -2%
YWP
512
YorkBridge Wealth Partners
New York
$591K -$6.06K -50 -1%
MPI
513
Mairs & Power Inc
Minnesota
$589K – – –
DWT
514
Dorsey & Whitney Trust
South Dakota
$589K – – –
CAAS
515
Capital Asset Advisory Services
Michigan
$586K +$34.2K +275 +6%
PAM
516
Palisade Asset Management
Minnesota
$585K +$585K +4,707 New
NFC
517
Northeast Financial Consultants
Connecticut
$579K +$303K +2,439 +110%
AFA
518
Aurora Financial Advisors
Massachusetts
$576K +$576K +4,639 New
CM
519
Cornerstone Management
Georgia
$575K -$16.8K -135 -3%
RW
520
REDW Wealth
New Mexico
$573K -$17K -137 -3%
SWM
521
Sequoia Wealth Management
Illinois
$572K +$572K +4,522 New
BIC
522
Bridges Investment Counsel
Nebraska
$567K +$22.4K +180 +4%
PFA
523
Paradigm Financial Advisors
Missouri
$565K – – –
FRA
524
Front Row Advisors
California
$564K +$564K +4,539 New
SIA
525
Starfire Investment Advisers
Michigan
$560K -$5.35M -42,969 -91%
19 20
21
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