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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 %
GIM
151
Goelzer Investment Management
Indiana
$9.66M -$4.02M -33,503 -29%
FNBOO
152
First National Bank of Omaha
Nebraska
$9.61M -$57K -475 -0.6%
BPB
153
Badgley, Phelps & Bell
Washington
$9.6M +$60.6K +505 +0.6%
MWAC
154
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.45M -$3.56M -29,679 -27%
WSFS
155
Wilmington Savings Fund Society
Delaware
$9.19M +$680K +5,672 +8%
GMA
156
Goldstein Munger & Associates
California
$9.16M -$538K -4,483 -6%
B
157
Barings
North Carolina
$9.09M +$9.09M +75,738 New
HSA
158
HBK Sorce Advisory
Pennsylvania
$9.09M -$90K -750 -1%
RJT
159
Raymond James Trust
Florida
$9.07M -$325K -2,707 -3%
SFM
160
Signet Financial Management
New Jersey
$8.85M -$1.17M -9,766 -12%
OCM
161
One Capital Management
California
$8.7M -$164K -1,367 -2%
N
162
Natixis
France
$8.66M -$4.98M -41,492 -37%
SIM
163
Strategic Investment Management
Virginia
$8.54M -$20.4M -170,214 -70%
CI
164
Cambiar Investors
Colorado
$8.53M -$8.85M -73,779 -51%
TC
165
Telemus Capital
Michigan
$8.49M -$25K -208 -0.3%
CWA
166
Clarus Wealth Advisors
Arizona
$8.44M +$2.9M +24,149 +52%
BSW
167
Buckingham Strategic Wealth
Missouri
$8.4M +$6.46M +53,828 +332%
PSUF
168
People's United Financial
Connecticut
$8.26M -$918K -7,652 -10%
OAM
169
Oppenheimer Asset Management
New York
$8.13M +$547K +4,558 +7%
IA
170
IFG Advisory
Georgia
$8.06M -$1.53M -10,654 -16%
KPAG
171
KLS Professional Advisors Group
New York
$7.97M – – –
GT
172
Glenmede Trust
Pennsylvania
$7.87M – – –
Natixis Advisors
173
Natixis Advisors
Massachusetts
$7.84M +$470K +3,917 +6%
Aristotle Capital Management
174
Aristotle Capital Management
California
$7.74M -$16.3M -135,496 -68%
FAAS
175
First Allied Advisory Services
California
$7.69M +$761K +6,337 +11%
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