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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 %
SCP
601
Syntal Capital Partners
Texas
$390K +$14.4K +116 +4%
DBT
602
Dubuque Bank & Trust
Iowa
$389K – – –
GWS
603
Glassman Wealth Services
Virginia
$389K +$9.69K +78 +3%
BA
604
Ballew Advisors
Mississippi
$386K +$386K +3,104 New
FAIM
605
Financial Advocates Investment Management
Washington
$386K +$386K +3,107 New
WA
606
WealthTrust-Arizona
Arizona
$384K -$62.4K -501 -14%
CB
607
Chemical Bank
Michigan
$384K +$16.8K +135 +5%
MFS
608
McNamara Financial Services
Massachusetts
$381K – – –
IB
609
Intrust Bank
Kansas
$379K – – –
LW
610
Linscomb Wealth
Texas
$379K +$249 +2 +0.1%
GWM
611
Geneos Wealth Management
Colorado
$377K +$53.7K +432 +17%
ME
612
McIlrath & Eck
Washington
$376K +$376K +3,025 New
CG
613
Caprock Group
Idaho
$375K +$2.06K +16 +0.6%
BCSB
614
Bristol County Savings Bank
Massachusetts
$373K – – –
RIL
615
Rothschild Investment LLC
Illinois
$372K – – –
SGAM
616
Steinberg Global Asset Management
Florida
$371K +$371K +2,982 New
AWMG
617
Alliance Wealth Management Group
New Jersey
$367K -$596K -4,784 -62%
FI
618
FormulaFolio Investments
Michigan
$367K +$367K +2,954 New
RBC
619
Roble Belko & Company
Pennsylvania
$366K – – –
SWM
620
SVA Wealth Management
Wisconsin
$365K -$9.94K -80 -3%
OWM
621
Orgel Wealth Management
Wisconsin
$362K +$37.3K +300 +12%
APA
622
American Portfolios Advisors
New York
$359K +$359K +2,888 New
FFA
623
First Foundation Advisors
California
$358K – – –
PMFA
624
Plante Moran Financial Advisors
Michigan
$357K -$1.49K -12 -0.4%
CC
625
Cassaday & Co
Virginia
$356K +$27.5K +221 +8%
23 24
25
26 27