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iShares Russell 1000 Value ETF
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Overview Fund Activity

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$182M
2
Citigroup
Citigroup
New York
+$77.8M
3
TA
Teachers Advisors
New York
+$76.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$35.6M
5
TF
TIAA FSB
Florida
+$31.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.64B
2
EFS
Edelman Financial Services
Virginia
-$406M
3
American Century Companies
American Century Companies
Missouri
-$356M
4
Bank of America
Bank of America
North Carolina
-$187M
5
BlackRock
BlackRock
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
851
RNC Capital Management
California
– -$4.14M -33,325 Closed
Macquarie Group
852
Macquarie Group
Australia
– -$4.14M -33,284 Closed
CIM
853
Confluence Investment Management
Missouri
– -$3.4M -27,371 Closed
SCP
854
Seizert Capital Partners
Michigan
– -$3.28M -26,387 Closed
DIA
855
Dana Investment Advisors
Wisconsin
– -$3.07M -24,664 Closed
Diamond Hill Capital Management
856
Diamond Hill Capital Management
Ohio
– -$2.85M -22,904 Closed
NIS
857
National Investment Services
Wisconsin
– -$2.73M -21,965 Closed
LCM
858
Logan Capital Management
Pennsylvania
– -$2.21M -17,752 Closed
SCCM
859
Schafer Cullen Capital Management
New York
– -$1.79M -14,400 Closed
VVP
860
Vulcan Value Partners
Alabama
– -$1.6M -12,903 Closed
Lord, Abbett & Co
861
Lord, Abbett & Co
New Jersey
– -$1.46M -11,727 Closed
OSAM
862
O'Shaughnessy Asset Management
Connecticut
– -$1.41M -11,332 Closed
PAG
863
Pinnacle Advisory Group
Maryland
– -$1.38M -11,088 Closed
FTS
864
Fifth Third Securities
Ohio
– -$1.24M -9,950 Closed
Federated Hermes
865
Federated Hermes
Pennsylvania
– -$1.18M -9,459 Closed
TIM
866
Thornburg Investment Management
New Mexico
– -$1.06M -8,492 Closed
ClearBridge Investments
867
ClearBridge Investments
New York
– -$1.04M -8,377 Closed
ACS
868
Archford Capital Strategies
Illinois
– -$998K -8,027 Closed
CCP
869
Corient Capital Partners
California
– -$987K -7,939 Closed
CPIM
870
Columbia Partners Investment Management
Virginia
– -$901K -7,253 Closed
FC
871
Forte Capital
New York
– -$858K -6,906 Closed
SCM
872
Snow Capital Management
Pennsylvania
– -$833K -6,698 Closed
EVM
873
Eaton Vance Management
Massachusetts
– -$796K -6,404 Closed
AWS
874
AJ Wealth Strategies
New York
– -$596K -4,791 Closed
STA
875
Summit Trail Advisors
New York
– -$597K -4,719 Closed
33 34
35
36 37