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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 %
OAM
201
Oppenheimer Asset Management
New York
$7.49M – – –
FAAS
202
First Allied Advisory Services
California
$7.17M -$962K -7,753 -12%
TH
203
Timber Hill
Connecticut
$7.12M +$7.12M +57,259 New
NL
204
NWAM LLC
Washington
$7.06M -$37.5K -302 -0.5%
RIS
205
Retirement Income Solutions
Michigan
$6.85M +$6.85M +55,125 New
PWM
206
Paulson Wealth Management
Illinois
$6.84M +$6.84M +54,993 New
FHA
207
First Horizon Advisors
Tennessee
$6.69M +$233K +1,845 +4%
MCWS
208
McKinley Carter Wealth Services
West Virginia
$6.55M +$474K +3,812 +8%
BAAM
209
Baker Avenue Asset Management
California
$6.52M +$284K +2,282 +5%
BF
210
BOK Financial
Oklahoma
$6.48M +$811K +6,523 +14%
MLICM
211
Metropolitan Life Insurance Company (MetLife)
New York
$6.4M +$2.33M +18,700 +57%
CWM
212
Cahaba Wealth Management
Georgia
$6.36M -$266K -2,140 -4%
FA
213
FC Advisory
Pennsylvania
$6.29M -$69.5K -559 -1%
SIM
214
SSI Investment Management
California
$6.12M +$964K +7,749 +19%
IAA
215
Ironsides Asset Advisors
North Carolina
$6.11M – – –
AMG
216
Asset Management Group
Connecticut
$6.01M -$51.2K -412 -0.8%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$6M +$4.57M +36,755 +320%
COI
218
Connable Office Inc
Michigan
$5.98M +$672K +5,405 +13%
ACA
219
Anchor Capital Advisors
Massachusetts
$5.79M +$5.33M +42,865 +1,168%
CWA
220
Clarus Wealth Advisors
Arizona
$5.74M +$5.74M +46,178 New
CCWA
221
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.67M -$645K -5,187 -10%
JFGIW
222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.61M -$133K -1,072 -2%
IWA
223
Independence Wealth Advisors
Virginia
$5.59M +$5.59M +44,977 New
EA
224
Edge Advisors
Georgia
$5.54M -$27.4K -220 -0.5%
CB
225
Community Bank
New York
$5.5M -$379K -3,045 -6%
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