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iShares Russell 1000 Value ETF
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Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Accredited Investors
Minnesota
$5.66M +$5.11M +45,990 +925%
BAMG
227
Brand Asset Management Group
Missouri
$5.59M +$837K +7,540 +18%
Deutsche Bank
228
Deutsche Bank
Germany
$5.58M +$3M +27,058 +117%
VFA
229
Valeo Financial Advisors
Indiana
$5.53M +$300K +2,703 +6%
Fiera Capital (Canada)
230
Fiera Capital (Canada)
Quebec, Canada
$5.49M -$7K -63 -0.1%
Lord, Abbett & Co
231
Lord, Abbett & Co
New Jersey
$5.49M +$5.49M +49,471 New
IAA
232
Ironsides Asset Advisors
North Carolina
$5.46M – – –
PCG
233
Private Capital Group
Connecticut
$5.45M +$674K +6,073 +14%
FA
234
FC Advisory
Pennsylvania
$5.36M +$81.3K +732 +2%
HCMT
235
Highland Capital Management (Tennessee)
Tennessee
$5.34M +$22.8K +205 +0.4%
OFG
236
Oxford Financial Group
Indiana
$5.33M -$148K -1,330 -3%
SFA
237
Sequoia Financial Advisors
Ohio
$5.32M +$2.68M +24,134 +101%
CDIA
238
Capital Directions Investment Advisors
Georgia
$5.31M +$2.78M +25,037 +110%
AT
239
Arden Trust
Delaware
$5.25M -$433K -3,896 -8%
AMG
240
Asset Management Group
Connecticut
$5.24M -$9.66K -87 -0.2%
LCM
241
Logan Capital Management
Pennsylvania
$5.14M +$4.74M +42,721 +1,195%
AC
242
Avestar Capital
New York
$5.05M +$5.02M +45,265 +14,101%
EIG
243
Ellenbecker Investment Group
Wisconsin
$5.02M +$1.78M +16,033 +55%
SPL
244
Smart Portfolios LLC
Washington
$4.98M -$23.1K -208 -0.5%
WT
245
Whittier Trust
California
$4.93M +$637K +5,736 +15%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$4.88M +$3.58M +32,268 +277%
DW
247
Domani Wealth
Pennsylvania
$4.83M +$99.4K +895 +2%
CWM
248
Cahaba Wealth Management
Georgia
$4.78M -$70.5K -635 -1%
IWM
249
IHT Wealth Management
Illinois
$4.72M +$612K +5,512 +15%
AFP
250
Ausdal Financial Partners
Iowa
$4.66M +$4.29M +38,635 +1,166%
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