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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 %
PCM
526
Pointe Capital Management
Michigan
$560K – – –
DWM
527
Destination Wealth Management
California
$554K – – –
OAM
528
Occidental Asset Management
California
$545K – – –
CG
529
Colony Group
Massachusetts
$537K +$44K +354 +9%
FMWA
530
Forvis Mazars Wealth Advisors
Missouri
$528K – – –
VFP
531
Verus Financial Partners
Virginia
$528K +$380K +7,058 +258%
TCM
532
Tradition Capital Management
New Jersey
$527K – – –
Chevy Chase Trust
533
Chevy Chase Trust
Maryland
$526K +$61.4K +494 +13%
MGIA
534
Matthew Goff Investment Advisor
Texas
$517K +$33K +265 +7%
MCM
535
Maple Capital Management
Vermont
$514K -$18K -145 -3%
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$513K -$9.33K -75 -2%
GG
537
Gofen & Glossberg
Illinois
$510K – – –
VA
538
Valmark Advisers
Ohio
$504K +$504K +4,051 New
AWA
539
Arete Wealth Advisors
Illinois
$503K +$94.3K +758 +23%
PFS
540
Prospera Financial Services
Texas
$503K +$503K +4,036 New
TA
541
Tiedemann Advisors
New York
$502K -$325K -2,624 -39%
DPA
542
Delphi Private Advisors
California
$498K +$247K +1,984 +98%
TPWA
543
TRUE Private Wealth Advisors
Oregon
$497K +$124 +1 +0%
HC
544
Hourglass Capital
Texas
$497K +$497K +4,000 New
NA
545
NewEdge Advisors
Louisiana
$496K -$37.8K -299 -7%
CFG
546
Citizens Financial Group
Rhode Island
$496K -$33.7K -271 -6%
Nuveen Asset Management
547
Nuveen Asset Management
Illinois
$495K +$495K +3,980 New
UIA
548
UBP Investment Advisors
Switzerland
$492K +$492K +3,960 New
EWM
549
Evermay Wealth Management
Virginia
$491K – – –
WAM
550
Weatherly Asset Management
California
$487K – – –
20 21
22
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