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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 %
DY
676
Dowling & Yahnke
California
$280K +$25.6K +206 +10%
DCM
677
Dimension Capital Management
Florida
$280K +$280K +2,255 New
FAT
678
First American Trust
California
$278K +$62.4K +502 +29%
BA
679
Bristlecone Advisors
Washington
$278K +$278K +2,232 New
TAM
680
Tealwood Asset Management
Minnesota
$275K – – –
DLHL
681
Donald L. Hagan LLC
Florida
$270K -$3.81M -30,718 -93%
WP
682
WealthSource Partners
California
$266K +$8.69K +70 +3%
MSAM
683
Moloney Securities Asset Management
Missouri
$266K +$266K +2,140 New
SS
684
Sunbelt Securities
Texas
$265K +$745 +6 +0.3%
GC
685
Gibson Capital
Pennsylvania
$263K – – –
WF
686
WoodTrust Financial
Wisconsin
$263K +$263K +2,117 New
CGA
687
Crescent Grove Advisors
Illinois
$259K – – –
1WA
688
180 Wealth Advisors
Washington
$259K +$259K +2,080 New
OLA
689
Oliver Luxxe Assets
New Jersey
$257K +$257K +2,065 New
CAG
690
Crestwood Advisors Group
Massachusetts
$250K +$250K +2,007 New
BFEC
691
Benjamin F. Edwards & Company
Missouri
$249K -$196K -1,573 -44%
ZCA
692
Zeke Capital Advisors
Pennsylvania
$249K – – –
GCA
693
Greenwood Capital Associates
South Carolina
$249K +$249K +2,003 New
NGA
694
Naples Global Advisors
Florida
$248K – – –
HWA
695
HCR Wealth Advisors
California
$248K – – –
NIA
696
Northstar Investment Advisors
Colorado
$248K – – –
DC
697
Davenport & Co
Virginia
$247K +$20.3K +163 +9%
RIA
698
Regal Investment Advisors
Michigan
$246K -$10.1K -81 -4%
PWW
699
Pettyjohn Wood & White
Virginia
$246K -$4.11K -33 -2%
Carson Wealth (CWM LLC)
700
Carson Wealth (CWM LLC)
Nebraska
$244K +$26.8K +215 +12%
26 27
28
29 30