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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 %
NEPPG
726
New England Professional Planning Group
Rhode Island
$208K +$208K +1,653 New
EWA
727
EP Wealth Advisors
California
$206K -$24.2K -195 -11%
AHC
728
Adell Harriman & Carpenter
Texas
$205K +$205K +1,650 New
CSIC
729
Clifford Swan Investment Counsel
California
$204K +$204K +1,640 New
BAC
730
Boys Arnold & Co
North Carolina
$203K +$203K +1,630 New
SMH
731
Sanders Morris Harris
Texas
$200K +$200K +1,605 New
SWM
732
SeaCrest Wealth Management
New York
$199K +$199K +1,599 New
PCA
733
Providence Capital Advisors
North Carolina
$194K +$194K +1,560 New
AF
734
Allworth Financial
California
$189K +$18.8K +151 +11%
AFNAS
735
American Financial Network Advisory Services
California
$186K +$30.4K +245 +20%
AIP
736
Ameritas Investment Partners
Nebraska
$179K -$222K -1,794 -55%
AIA
737
Armor Investment Advisors
North Carolina
$178K – – –
MSA
738
Marino Stram & Associates
Massachusetts
$178K +$178K +1,431 New
FNB
739
Farmers National Bank
Kentucky
$175K – – –
FPFS
740
First Personal Financial Services
North Carolina
$175K +$175K +1,410 New
PCP
741
Proficio Capital Partners
Massachusetts
$174K – – –
CHP
742
Cable Hill Partners
Oregon
$172K -$46.2K -367 -21%
CBT
743
Capital Bank & Trust
California
$170K +$170K +1,366 New
RFA
744
Reilly Financial Advisors
California
$156K -$42.9K -345 -22%
PCA
745
Peddock Capital Advisors
Massachusetts
$149K – – –
THWM
746
Taylor Hoffman Wealth Management
Virginia
$149K +$149K +1,195 New
CWM
747
Cranbrook Wealth Management
Michigan
$143K – – –
PO
748
Private Ocean
California
$141K +$745 +6 +0.5%
QAM
749
QCI Asset Management
New York
$140K +$106K +851 +314%
LNB
750
Ledyard National Bank
$137K – – –
28 29
30
31 32