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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 %
GH
176
GAM Holding
Switzerland
$7.67M – – –
DIA
177
Denver Investment Advisors
Colorado
$7.64M -$185K -1,540 -2%
SHGA
178
Sand Hill Global Advisors
California
$7.55M -$69.8M -582,146 -90%
UWPG
179
Ullmann Wealth Partners Group
Florida
$7.47M -$104K -883 -1%
UB
180
UMB Bank
Missouri
$7.32M -$39K -325 -0.5%
MCWS
181
McKinley Carter Wealth Services
West Virginia
$7.04M +$722K +6,019 +11%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$6.85M +$672K +5,600 +11%
TW
183
Towerpoint Wealth
California
$6.79M -$509K -4,240 -7%
BF
184
BOK Financial
Oklahoma
$6.75M +$494K +4,115 +8%
FHA
185
First Horizon Advisors
Tennessee
$6.73M +$338K +2,801 +5%
AT
186
Arden Trust
Delaware
$6.63M -$657K -5,477 -9%
RIS
187
Retirement Income Solutions
Michigan
$6.57M -$47.4K -395 -0.7%
BAAM
188
Baker Avenue Asset Management
California
$6.5M +$208K +1,738 +3%
BC
189
Brinker Capital
Pennsylvania
$6.47M -$3.27M -27,257 -34%
PWM
190
Paulson Wealth Management
Illinois
$6.45M -$150K -1,249 -2%
Allianz Asset Management
191
Allianz Asset Management
Germany
$6.15M -$6.66M -55,488 -52%
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$6.06M +$791K +6,595 +15%
NL
193
NWAM LLC
Washington
$6.05M -$758K -6,318 -11%
OFG
194
Oxford Financial Group
Indiana
$5.96M +$1.15M +9,563 +24%
IAA
195
Ironsides Asset Advisors
North Carolina
$5.9M – – –
TSS
196
Two Sigma Securities
New York
$5.86M -$2.5M -20,849 -30%
FA
197
FC Advisory
Pennsylvania
$5.81M -$261K -2,179 -4%
AMG
198
Asset Management Group
Connecticut
$5.74M -$65.3K -544 -1%
CWM
199
Cahaba Wealth Management
Georgia
$5.6M -$401K -3,416 -7%
VanEck Associates
200
VanEck Associates
New York
$5.6M +$2.14M +17,797 +62%
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