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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 %
FCMT
851
Founders Capital Management (Texas)
Texas
$3K – – –
EWM
852
Edge Wealth Management
New York
$3K +$3K +25 New
OAJ
853
Ogorek Anthony Joseph
New York
$1K +$1K +10 New
CCT
854
Capital City Trust
Florida
$619 +$18 +147 +3%
Kovitz Investment Group Partners
855
Kovitz Investment Group Partners
Illinois
$250 +$250 +2,010 New
USAA
856
United Services Automobile Association
Texas
– -$112M -946,168 Closed
WKKFT
857
W.K. Kellogg Foundation Trust
Michigan
– -$51.8M -437,319 Closed
SC
858
Selz Capital
New York
– -$10.2M -86,000 Closed
Susquehanna International Group
859
Susquehanna International Group
Pennsylvania
– -$8.44M -71,191 Closed
ICOA
860
Investment Centers of America
North Dakota
– -$7.02M -59,222 Closed
YMRC
861
Yorktown Management & Research Company
Virginia
– -$6.52M -55,000 Closed
KSA
862
Ken Stern & Associates
California
– -$6.45M -54,410 Closed
HFS
863
HL Financial Services
Kentucky
– -$4.67M -39,403 Closed
CS
864
Credit Suisse
Switzerland
– -$2.98M -25,146 Closed
NFA
865
Nationwide Fund Advisors
Ohio
– -$2.63M -22,207 Closed
PV
866
Private Vista
Illinois
– -$2.49M -21,001 Closed
NPC
867
National Planning Corporation
California
– -$2.08M -17,553 Closed
OMC
868
Old Mission Capital
Illinois
– -$1.69M -14,258 Closed
Simplex Trading
869
Simplex Trading
Illinois
– -$1.4M -11,801 Closed
WDL
870
Well Done LLC
Michigan
– -$1.09M -9,220 Closed
W
871
Wealthfront
California
– -$1.08M -9,115 Closed
PFA
872
Pure Financial Advisors
California
– -$1.04M -8,774 Closed
VF
873
Virtu Financial
New York
– -$557K -4,699 Closed
EP
874
Edgestream Partners
New Jersey
– -$454K -3,835 Closed
CAM
875
Concorde Asset Management
Michigan
– -$316K -2,667 Closed
32 33 34
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