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iShares Russell 1000 Value ETF
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Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Sentinel Asset Management
Vermont
$4.05M -$99.9K -823 -2%
AIA
227
Arbor Investment Advisors
North Carolina
$4.02M -$282K -2,325 -7%
DMC
228
Drexel Morgan & Co
Pennsylvania
$3.99M +$308K +2,540 +8%
BI
229
Ballast Inc
Kentucky
$3.93M +$107K +883 +3%
BAM
230
Berkshire Asset Management
Pennsylvania
$3.91M -$157K -1,295 -4%
RhumbLine Advisers
231
RhumbLine Advisers
Massachusetts
$3.91M -$434K -3,579 -10%
NIMC
232
NWQ Investment Management Company
California
$3.87M -$806K -6,637 -17%
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Virginia
$3.86M +$303K +2,500 +9%
UR
234
USCA RIA
Texas
$3.85M +$665K +5,480 +21%
CS
235
Comerica Securities
Michigan
$3.84M -$194K -1,595 -5%
HFP
236
Holistic Financial Partners
Indiana
$3.84M -$370K -3,045 -9%
BOS
237
Bingham Osborn & Scarborough
California
$3.8M -$342K -2,821 -8%
WI
238
WrapManager Inc
California
$3.78M -$121K -997 -3%
RTS
239
Round Table Services
New Jersey
$3.75M – – –
BB
240
Busey Bank
Illinois
$3.71M – – –
WAP
241
Wealthcare Advisory Partners
Pennsylvania
$3.7M +$222K +1,829 +6%
Wolverine Trading
242
Wolverine Trading
Illinois
$3.68M – – –
CGL
243
Clarius Group LLC
Washington
$3.66M -$14K -115 -0.4%
PI
244
PineBridge Investments
New York
$3.62M +$1.05M +8,668 +41%
OA
245
Opes Advisors
California
$3.61M -$195K -1,605 -5%
MFP
246
Mosaic Financial Partners
California
$3.59M -$73.9K -609 -2%
HFS
247
HL Financial Services
Kentucky
$3.58M -$1.17M -9,624 -25%
DPI
248
Diversified Portfolios Inc
Michigan
$3.57M -$134K -1,104 -4%
Deutsche Bank
249
Deutsche Bank
Germany
$3.57M +$758K +6,249 +27%
EIG
250
Ellenbecker Investment Group
Wisconsin
$3.55M -$109K -900 -3%
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