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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
$835M
2
Bank of America
Bank of America
North Carolina
$4.7B
3
SIM
Strategic Investment Management
Virginia
$300M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.37B
5
QIM
Quantitative Investment Management
Virginia
$88.6M

Top Sellers

1
G
Gainplan
Michigan
$51.7M
2
USAA
United Services Automobile Association
Texas
$0
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
$0
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M
5
SI
Stephens Inc
Arkansas
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
151
Sanchez Wealth Management Group
Florida
$12.6M +$12.6M +99,533 New
BA
152
Boston Advisors
Massachusetts
$12.5M -$2.31M -18,600 -16%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$12.5M +$6.34M +50,960 +103%
GIA
154
GHP Investment Advisors
Colorado
$12.5M +$33.6K +270 +0.3%
RhumbLine Advisers
155
RhumbLine Advisers
Massachusetts
$12.4M -$1.21M -9,769 -9%
William Blair & Company
156
William Blair & Company
Illinois
$12.2M +$370K +2,979 +3%
IH
157
IFC Holdings
Florida
$12.1M +$655K +5,262 +6%
EC
158
Estate Counselors
Wisconsin
$12M -$1.23M -9,880 -9%
Kayne Anderson Rudnick Investment Management
159
Kayne Anderson Rudnick Investment Management
California
$11.7M +$7.35M +59,096 +170%
MCM
160
MAI Capital Management
Ohio
$11.5M +$146K +1,174 +1%
WI
161
WrapManager Inc
California
$11.1M +$190K +1,530 +2%
TG
162
TCW Group
California
$10.9M +$10.9M +87,764 New
GPW
163
GFS Private Wealth
Florida
$10.8M +$10.8M +87,189 New
IA
164
IFP Advisors
Florida
$10.8M +$44.5K +358 +0.4%
HS
165
Horan Securities
United States
$10.4M +$327K +2,544 +3%
SFM
166
Signet Financial Management
New Jersey
$10.4M -$624K -5,021 -6%
TAIM
167
TD Ameritrade Investment Management
Nebraska
$10.2M -$115K -922 -1%
BC
168
Brinker Capital
Pennsylvania
$10.1M +$3.15M +25,352 +45%
Principal Financial Group
169
Principal Financial Group
Iowa
$10.1M +$10.1M +81,100 New
GMA
170
Goldstein Munger & Associates
California
$10.1M -$112K -900 -1%
FNBOO
171
First National Bank of Omaha
Nebraska
$10M -$236K -1,895 -2%
V
172
Veritable
Delaware
$9.98M -$930K -7,480 -9%
Comerica Bank
173
Comerica Bank
Texas
$9.92M +$1.93M +14,772 +24%
BPB
174
Badgley, Phelps & Bell
Washington
$9.89M +$395K +3,180 +4%
RJT
175
Raymond James Trust
Florida
$9.74M -$191K -1,537 -2%
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