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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 %
FA
826
Fortis Advisors
Pennsylvania
$15K -$9.71K -77 -39%
HI
827
Hudock Inc
Pennsylvania
$15K – – –
MIM
828
Macroview Investment Management
Maryland
$14K – – –
CBT
829
Central Bank & Trust
Kentucky
$13K +$13K +103 New
RE
830
RBC Europe
United Kingdom
$12.4K – – –
FWM
831
Focused Wealth Management
New York
$12K -$48K -400 -80%
IP
832
Intellectus Partners
California
$12K -$12K -100 -50%
CWM
833
Catamount Wealth Management
Connecticut
$12K -$12K -100 -50%
SNT
834
Security National Trust
West Virginia
$12K – – –
TFA
835
Transamerica Financial Advisors
Florida
$12K +$11.7K +91 +4,550%
SWP
836
Strategic Wealth Partners
Ohio
$12K +$12K +100 New
TCOV
837
Trust Company of Vermont
Vermont
$11K – – –
GI
838
Gradient Investments
Minnesota
$11K +$11K +92 New
WTB
839
Washington Trust Bank
Washington
$10K -$11.4K -95 -53%
JCM
840
Jacobi Capital Management
Pennsylvania
$10K – – –
NSIM
841
North Star Investment Management
Illinois
$10K – – –
WAM
842
Watermark Asset Management
California
$10K – – –
FPB
843
First PREMIER Bank
South Dakota
$10K +$10K +80 New
MFBTD
844
MB Financial Bank - Trust Department
Illinois
$9K – – –
BC
845
Barnett & Company
Tennessee
$9K – – –
CA
846
Centerpoint Advisors
Massachusetts
$9K +$9K +70 New
TFA
847
Toth Financial Advisory
Virginia
$8K +$8K +61 New
VCM
848
Virtue Capital Management
Tennessee
$8K +$8K +61 New
CFD
849
Creative Financial Designs
Indiana
$7K – – –
PCG
850
Private Capital Group
Connecticut
$5.2K +$5.2K +41,778 New
32 33
34
35 36