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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 %
FC
701
Fulcrum Capital
Washington
$243K +$243K +1,958 New
Capital Fund Management (CFM)
702
Capital Fund Management (CFM)
France
$241K -$369K -2,964 -60%
SFP
703
Shepherd Financial Partners
Massachusetts
$241K +$495 +4 +0.2%
SG
704
StoneX Group
New York
$239K -$1.99K -16 -0.8%
LWAC
705
Laurel Wealth Advisors (California)
California
$239K – – –
SB
706
Simmons Bank
Arkansas
$238K -$22.2K -178 -9%
GAM
707
Gemmer Asset Management
California
$238K -$3.48K -28 -1%
IWC
708
Integrated Wealth Concepts
Massachusetts
$235K +$235K +1,853 New
BA
709
Baugh & Associates
Georgia
$235K +$235K +1,892 New
MFG
710
Merit Financial Group
Georgia
$234K +$234K +1,648 New
CWM
711
Connecticut Wealth Management
Connecticut
$233K +$761 +6 +0.3%
EB
712
Eastern Bank
Massachusetts
$231K – – –
TWM
713
Titus Wealth Management
California
$228K +$228K +1,834 New
GFP
714
Gryphon Financial Partners
Ohio
$227K +$227K +1,819 New
MC
715
Mathes Company
New York
$224K – – –
CCM
716
Condor Capital Management
New Jersey
$221K -$60.2K -485 -21%
ONB
717
Old National Bancorp
Indiana
$218K – – –
WT
718
Washington Trust
Rhode Island
$217K – – –
BO
719
BRR OpCo
Ohio
$216K +$216K +1,736 New
PPCM
720
Pillar Pacific Capital Management
California
$215K +$215K +1,731 New
VWM
721
Venturi Wealth Management
Texas
$214K -$3.97K -32 -2%
SMFS
722
Squar Milner Financial Services
California
$213K +$213K +1,633 New
BHA
723
Beech Hill Advisors
New York
$212K +$124 +1 +0.1%
FHA
724
Flagship Harbor Advisors
Massachusetts
$209K +$209K +1,644 New
SNBOSD
725
Security National Bank of So Dak
Iowa
$209K +$209K +1,681 New
27 28
29
30 31