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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 %
SWA
751
Sutton Wealth Advisors
Florida
$133K -$8.33K -67 -6%
JGIA
752
Jackson Grant Investment Advisers
Connecticut
$132K +$31.9K +257 +32%
WCM
753
Wealthcare Capital Management
Virginia
$130K – – –
AIP
754
Almanack Investment Partners
Pennsylvania
$126K – – –
CCM
755
Cribstone Capital Management
Maine
$121K +$9.36K +75 +8%
BWM
756
Baystate Wealth Management
Massachusetts
$121K +$12.1K +93 +11%
MFT
757
Moisand Fitzgerald Tamayo
Florida
$117K – – –
M
758
MOTCO
Texas
$114K – – –
AWA
759
Acorn Wealth Advisors
Michigan
$113K +$113K +895 New
POIA
760
Pin Oak Investment Advisors
Texas
$112K +$112K +898 New
FCFS
761
First Command Financial Services
Texas
$105K – – –
FCB
762
First Command Bank
Texas
$105K – – –
SWMG
763
Signature Wealth Management Group
Georgia
$105K +$105K +848 New
WIM
764
Westside Investment Management
California
$101K – – –
KF
765
Krilogy Financial
Missouri
$99K – – –
FFW
766
Fusion Family Wealth
New York
$86K – – –
CCM
767
Covington Capital Management
California
$85K -$99.3K -800 -54%
JFA
768
JNBA Financial Advisors
Minnesota
$85K – – –
OWA
769
One Wealth Advisors
California
$81K +$81K +653 New
EWM
770
Endurance Wealth Management
Rhode Island
$80K – – –
SFSIG
771
San Francisco Sentry Investment Group
California
$76K +$9.18K +74 +14%
WWM
772
Willingdon Wealth Management
North Carolina
$76K +$47.3K +380 +165%
ADL
773
Asset Dedication LLC
California
$75K +$12.9K +103 +21%
CHC
774
City Holding Co
West Virginia
$74K +$11.1K +90 +18%
IA
775
IndexIQ Advisors
New York
$71K +$20.8K +167 +41%
29 30
31
32 33