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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 %
TL
201
TrueWealth LLC
Georgia
$5.55M +$657K +5,476 +13%
EA
202
Edge Advisors
Georgia
$5.41M +$61.6K +514 +1%
CCWA
203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M -$154K -1,286 -3%
PCG
204
Private Capital Group
Connecticut
$5.17M +$154K +1,281 +3%
P
205
Pitcairn
Pennsylvania
$5.16M -$14.7M -122,587 -74%
IWA
206
Independence Wealth Advisors
Virginia
$5.11M -$291K -2,423 -5%
DW
207
Domani Wealth
Pennsylvania
$5.1M +$2.28K +19 +0%
LFG
208
LifePlan Financial Group
Ohio
$5.06M -$98.6K -822 -2%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$5.06M +$505K +4,210 +11%
VFA
210
Valeo Financial Advisors
Indiana
$4.98M -$59.6K -497 -1%
1IA
211
1834 Investment Advisors
Wisconsin
$4.96M -$133K -1,109 -3%
HCMT
212
Highland Capital Management (Tennessee)
Tennessee
$4.94M -$8.04K -67 -0.2%
ABC
213
Associated Banc-Corp
Wisconsin
$4.77M -$161K -1,338 -3%
WB
214
Webster Bank
Connecticut
$4.76M -$2.85M -23,720 -37%
HFS
215
HL Financial Services
Kentucky
$4.69M +$4.69M +39,080 New
MA
216
MUFG Americas
New York
$4.67M -$61.8K -515 -1%
WT
217
Whittier Trust
California
$4.66M -$39.5K -329 -0.8%
NIMC
218
NWQ Investment Management Company
California
$4.62M -$12.4M -103,114 -73%
EC
219
Estate Counselors
Wisconsin
$4.55M -$7.05M -58,750 -61%
HCA
220
Harbour Capital Advisors
Virginia
$4.55M -$207K -1,725 -4%
AW
221
ACG Wealth
Georgia
$4.53M -$265K -2,212 -6%
LWA
222
Lenox Wealth Advisors
New York
$4.49M +$350K +2,915 +8%
BTS
223
BB&T Securities
Virginia
$4.49M -$4.55M -37,947 -50%
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$4.48M -$6.78M -56,491 -60%
AG
225
Appleton Group
Wisconsin
$4.43M -$173K -1,442 -4%
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