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iShares Russell 1000 Value ETF
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Overview Fund Activity

859 hedge funds and large institutions have $27.4B invested in iShares Russell 1000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 294 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
19.67%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.15%
New
73
Increased
290
Reduced
294
Closed
49
Calls
$29.6M
Puts
$39.2M
Net Calls
-$9.64M
Net Calls Change
+$25.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.42B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$115M
3
Bank of America
Bank of America
North Carolina
$4.77B
4
Morgan Stanley
Morgan Stanley
New York
$995M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$241M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$410M
2
TF
TIAA FSB
Florida
$781M
3
FCI
Financial Counselors Inc
Kansas
$16.2M
4
TA
Teachers Advisors
New York
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$4.28M -$94K -742 -2%
BOS
227
Bingham Osborn & Scarborough
California
$4.23M +$266K +2,101 +7%
AIA
228
Arbor Investment Advisors
North Carolina
$4.16M -$29.5K -233 -0.7%
RWP
229
RWA Wealth Partners
Massachusetts
$4.15M -$435K -3,436 -9%
TW
230
Towerpoint Wealth
California
$4.15M -$1.56M -12,294 -27%
NIMC
231
NWQ Investment Management Company
California
$4.09M +$234K +1,934 +6%
DMC
232
Drexel Morgan & Co
Pennsylvania
$4.09M -$68.4K -540 -2%
BAM
233
Berkshire Asset Management
Pennsylvania
$4.08M -$2.91K -23 -0.1%
UR
234
USCA RIA
Texas
$4.01M -$6.2K -49 -0.2%
CS
235
Comerica Securities
Michigan
$3.95M -$79K -620 -2%
HFP
236
Holistic Financial Partners
Indiana
$3.94M -$65.8K -520 -2%
MAS
237
Managed Account Services
Florida
$3.92M -$204K -1,667 -5%
RTS
238
Round Table Services
New Jersey
$3.91M +$5.32K +42 +0.1%
WI
239
WrapManager Inc
California
$3.84M -$105K -832 -3%
CGL
240
Clarius Group LLC
Washington
$3.82M – – –
DPI
241
Diversified Portfolios Inc
Michigan
$3.79M +$63.4K +501 +2%
ECM
242
Element Capital Management
New York
$3.77M +$3.77M +29,795 New
N
243
Natixis
France
$3.76M +$498K +3,934 +15%
HFS
244
HL Financial Services
Kentucky
$3.76M +$24.9K +197 +0.7%
OA
245
Opes Advisors
California
$3.75M -$8.48K -67 -0.2%
WSTAM
246
Wilbanks Smith & Thomas Asset Management
Virginia
$3.73M -$305K -2,411 -8%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$3.7M -$163K -1,290 -4%
EIG
248
Ellenbecker Investment Group
Wisconsin
$3.7M -$10K -79 -0.3%
Bessemer Group
249
Bessemer Group
New Jersey
$3.67M +$974K +7,692 +36%
Kayne Anderson Rudnick Investment Management
250
Kayne Anderson Rudnick Investment Management
California
$3.64M +$663K +5,235 +22%
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