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iShares Russell 1000 Value ETF
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Overview Fund Activity

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$185M
2
Citigroup
Citigroup
New York
$371M
3
TA
Teachers Advisors
New York
$133M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$76.3M
5
TF
TIAA FSB
Florida
$873M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
2
EFS
Edelman Financial Services
Virginia
$2.08B
3
American Century Companies
American Century Companies
Missouri
$450M
4
Bank of America
Bank of America
North Carolina
$4.35B
5
BlackRock
BlackRock
New York
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$55.3M +$8.92M +74,353 +19%
Bessemer Group
52
Bessemer Group
New Jersey
$55.1M +$21.1M +176,280 +62%
Prudential Financial
53
Prudential Financial
New Jersey
$51.9M +$1.06M +8,801 +2%
QIM
54
Quantitative Investment Management
Virginia
$50.2M -$35.2M -293,700 -41%
Truist Financial
55
Truist Financial
North Carolina
$49.9M +$1.84M +15,352 +4%
BCI
56
Brinker Capital Investments
Pennsylvania
$49.7M -$1.19M -9,936 -2%
Axa
57
Axa
France
$49.4M +$1.78M +14,800 +4%
SP
58
Stairway Partners
Illinois
$49.3M +$9.72K +81 +0%
OC
59
Oakworth Capital
Alabama
$47.2M +$2.46M +20,470 +6%
HS
60
Huntington Steele
Pennsylvania
$47.1M -$773K -6,440 -2%
SG Americas Securities
61
SG Americas Securities
New York
$45.7M +$25.7M +214,640 +129%
MIAN
62
Mariner Independent Advisor Network
Kansas
$44.6M +$26M +216,488 +140%
Ameriprise
63
Ameriprise
Minnesota
$44.2M -$2.85M -23,828 -6%
MG
64
Mather Group
Illinois
$43.7M -$523K -4,358 -1%
CL
65
Choreo LLC
Illinois
$42.6M -$1.03M -8,556 -2%
KeyBank National Association
66
KeyBank National Association
Ohio
$42.3M +$2.26M +18,820 +6%
CAN
67
Cetera Advisor Networks
California
$41.3M -$704K -5,865 -2%
MML Investors Services
68
MML Investors Services
Massachusetts
$41M +$7.55M +62,966 +23%
BIM
69
Bridges Investment Management
Nebraska
$40.1M +$11.6M +96,549 +41%
Creative Planning
70
Creative Planning
Kansas
$40.1M +$141K +1,174 +0.4%
NP
71
NorthRock Partners
Minnesota
$37M -$1.11M -9,248 -3%
WRTC
72
Wind River Trust Company
Wyoming
$36.7M – – –
HHMI
73
Howard Hughes Medical Institute
Maryland
$36M – – –
CFB
74
Cullen/Frost Bankers
Texas
$35.2M -$3.22M -26,879 -8%
Mariner
75
Mariner
Kansas
$34.3M +$2.39M +19,906 +7%
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