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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 %
VAM
576
Visionary Asset Management
Texas
$437K -$16.3K -131 -4%
PAI
577
Pittenger & Anderson Inc
Nebraska
$435K – – –
VIA
578
Vantage Investment Advisors
Pennsylvania
$427K -$2.11K -17 -0.5%
CCM
579
Chilton Capital Management
Texas
$427K +$427K +3,438 New
AI
580
Accredited Investors
Minnesota
$425K +$178K +1,435 +72%
LFS
581
Lutz Financial Services
Nebraska
$423K +$423K +3,398 New
KA
582
Klingman & Associates
New York
$422K – – –
JT
583
Jump Trading
Illinois
$422K +$422K +3,395 New
PWA
584
Peterson Wealth Advisors
Utah
$422K +$422K +3,396 New
CF
585
Centaurus Financial
California
$419K +$419K +3,368 New
SI
586
Scharf Investments
California
$418K +$418K +3,362 New
BBHC
587
Brown Brothers Harriman & Co
New York
$417K +$2.73K +22 +0.7%
BFS
588
Bradley Foster & Sargent
Connecticut
$416K – – –
BTNA
589
Bremer Trust National Association
Minnesota
$415K +$46.7K +376 +13%
CONA
590
Capital One National Association
New York
$413K – – –
BBNB
591
Baker Boyer National Bank
Washington
$412K – – –
BCM
592
Bienville Capital Management
New York
$412K – – –
WC
593
Whitnell & Co
Illinois
$411K – – –
PP
594
PrairieView Partners
Minnesota
$409K +$409K +3,290 New
FPS
595
Fieldpoint Private Securities
Connecticut
$407K -$511K -4,107 -56%
BSA
596
Braun Stacey Associates
New York
$406K +$9.33K +75 +2%
CFA
597
Carroll Financial Associates
North Carolina
$404K +$94.4K +759 +30%
WP
598
WealthShield Partners
North Carolina
$400K +$400K +3,201 New
W
599
WealthShield
North Carolina
$400K +$400K +3,201 New
FWIA
600
Fort Washington Investment Advisors
Ohio
$392K – – –
22 23
24
25 26