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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 %
CAW
801
Cornerstone Advisors (Washington)
Washington
$32K – – –
MSFP
802
Mark Sheptoff Financial Planning
Connecticut
$32K – – –
AAP
803
Arax Advisory Partners
Colorado
$31K +$19.4K +158 +166%
KPCM
804
Kings Point Capital Management
New York
$31K +$31K +252 New
BAM
805
Brave Asset Management
New Jersey
$30K +$30K +239 New
TC
806
Trust Company
Kansas
$29K – – –
GEA
807
Glen Eagle Advisors
New Jersey
$28.2K – – –
VNA
808
Valley National Advisers
Pennsylvania
$28K -$28K -223 -50%
BWL
809
Bogart Wealth LLC
Virginia
$27K – – –
TRCT
810
Tower Research Capital (TRC)
New York
$26K +$26K +208 New
CB
811
CNB Bank
Pennsylvania
$25K +$25K +203 New
LFA
812
Legacy Financial Advisors
Kentucky
$23K +$23K +190 New
PCTC
813
Perkins Coie Trust Company
Washington
$22K – – –
PK
814
Pflug Koory
Nebraska
$21K – – –
JAM
815
Jolley Asset Management
North Carolina
$21K – – –
DAM
816
Delta Asset Management
Tennessee
$20K – – –
FIB
817
First Interstate Bank
Montana
$20K – – –
MRCM
818
M&R Capital Management
New Jersey
$19K -$240K -1,935 -93%
FGC
819
Financial Gravity Companies
Texas
$19K +$19K +148 New
IBOK
820
Independence Bank of Kentucky
Kentucky
$19K +$19K +154 New
MCM
821
Mainstay Capital Management
Michigan
$19K +$19K +156 New
BTIS
822
BB&T Investment Services
North Carolina
$18K – – –
CPIG
823
Chicago Partners Investment Group
Illinois
$18K – – –
MWM
824
Mascoma Wealth Management
New Hampshire
$16K – – –
FDCDDQ
825
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K – – –
31 32
33
34 35