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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
$185M
2
Citigroup
Citigroup
New York
$371M
3
TA
Teachers Advisors
New York
$133M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$76.3M
5
TF
TIAA FSB
Florida
$873M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
2
EFS
Edelman Financial Services
Virginia
$2.08B
3
American Century Companies
American Century Companies
Missouri
$450M
4
Bank of America
Bank of America
North Carolina
$4.35B
5
BlackRock
BlackRock
New York
$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
126
Financial Counselors Inc
Kansas
$14M -$180K -1,502 -1%
IA
127
Independence Advisors
Pennsylvania
$14M +$1.12M +9,306 +9%
CG
128
Corundum Group
Colorado
$13.7M +$672K +5,605 +5%
MBT
129
Montecito Bank & Trust
California
$13.4M -$3.42M -28,546 -20%
CAL
130
Capital Advisors Ltd
Ohio
$13.2M +$195K +1,624 +1%
LNC
131
Lincoln National Corp
Pennsylvania
$13.1M -$12.1M -100,537 -48%
PA
132
Prism Advisors
California
$12.8M -$2.47M -20,192 -16%
JIC
133
Johnson Investment Counsel
Ohio
$12.6M -$269K -2,246 -2%
QIM
134
Quest Investment Management
Oregon
$12.4M -$435K -3,630 -3%
ANTB
135
AMG National Trust Bank
Colorado
$12.3M -$80.9K -674 -0.7%
GW
136
GW & Wade
Massachusetts
$12.2M -$800K -6,672 -6%
GIA
137
GHP Investment Advisors
Colorado
$12M -$30K -250 -0.2%
MCM
138
MAI Capital Management
Ohio
$11.9M +$754K +6,284 +7%
SWMG
139
Sanchez Wealth Management Group
Florida
$11.8M +$161K +1,374 +1%
William Blair & Company
140
William Blair & Company
Illinois
$11.6M -$147K -1,225 -1%
NA
141
Nottingham Advisors
New York
$10.9M -$8.21M -67,357 -43%
IA
142
IFP Advisors
Florida
$10.8M – – –
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$10.4M -$1.63M -13,581 -14%
HS
144
Horan Securities
United States
$10.4M +$554K +4,587 +6%
Comerica Bank
145
Comerica Bank
Texas
$10.1M +$819K +6,718 +9%
TAIM
146
TD Ameritrade Investment Management
Nebraska
$9.95M +$85.6K +714 +0.9%
AL
147
Aspiriant LLC
California
$9.93M +$6.91M +57,605 +229%
Millennium Management
148
Millennium Management
New York
$9.91M +$1.78M +14,866 +22%
EIC
149
Equity Investment Corp
Georgia
$9.71M -$10.8M -89,863 -53%
V
150
Veritable
Delaware
$9.7M +$76.8K +640 +0.8%
4 5
6
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