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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 %
IC
626
Intersect Capital
California
$356K +$124K +993 +53%
FIAS
627
FinTrust Investment Advisory Services
South Carolina
$355K +$249 +2 +0.1%
SS
628
Simplicity Solutions
Minnesota
$352K +$81.7K +657 +30%
PGWM
629
Parisi Gray Wealth Management
New Jersey
$349K +$349K +2,798 New
Lido Advisors
630
Lido Advisors
California
$346K – – –
FIM
631
Fernwood Investment Management
Massachusetts
$346K +$346K +2,779 New
MA
632
Mutual Advisors
Nebraska
$346K +$346K +2,782 New
RCA
633
Rex Capital Advisors
Rhode Island
$345K – – –
FTC
634
Farmers Trust Company
Ohio
$345K +$345K +2,775 New
FBA
635
Front Barnett Associates
Illinois
$344K +$67.8K +545 +25%
Charles Schwab
636
Charles Schwab
California
$343K +$343K +2,786 New
PC
637
Port Capital
Illinois
$341K +$341K +2,741 New
BEAM
638
Baker Ellis Asset Management
Washington
$340K – – –
JIC
639
Joel Isaacson & Co
New York
$339K +$745 +6 +0.2%
SAM
640
Solaris Asset Management
New York
$333K -$10.3K -83 -3%
SFC
641
SYM Financial Corp
Indiana
$331K +$331K +2,666 New
PP
642
Palladium Partners
Virginia
$330K – – –
BW
643
Bison Wealth
Georgia
$330K +$4.97K +40 +2%
TW
644
Transform Wealth
Colorado
$327K – – –
AIS
645
American Investment Services
Massachusetts
$325K – – –
FWP
646
FAS Wealth Partners
Kansas
$324K – – –
APSP
647
Asset Planning Services (Pennsylvania)
Pennsylvania
$323K +$1.62K +13 +0.5%
SBL
648
Sargent Bickham Lagudis
Colorado
$321K +$871 +7 +0.3%
MA
649
MCF Advisors
Kentucky
$320K -$61K -491 -16%
NFG
650
Nations Financial Group
Iowa
$319K +$26.1K +210 +9%
24 25
26
27 28