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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
+$2.17B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$115M
3
Bank of America
Bank of America
North Carolina
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$67.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$40.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$189M
2
TF
TIAA FSB
Florida
-$169M
3
FCI
Financial Counselors Inc
Kansas
-$131M
4
TA
Teachers Advisors
New York
-$79.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
251
JMG Financial Group
Illinois
$3.5M – – –
DT
252
Diversified Trust
Tennessee
$3.41M +$464K +3,667 +16%
IWP
253
Icon Wealth Partners
Texas
$3.4M +$507 +4 +0%
AWP
254
Ascent Wealth Partners
New York
$3.38M -$175K -1,386 -5%
ATC
255
Argent Trust Co
Tennessee
$3.35M +$613K +4,847 +22%
Massachusetts Financial Services
256
Massachusetts Financial Services
Massachusetts
$3.34M +$2.59M +20,465 +345%
BCM
257
BTC Capital Management
Iowa
$3.28M +$3.28M +25,865 New
BAS
258
Brown Advisory Securities
Maryland
$3.24M +$38.2K +302 +1%
AB
259
Amalgamated Bank
New York
$3.22M -$462K -3,650 -13%
CA
260
Cornerstone Advisory
Maryland
$3.19M -$3.42K -27 -0.1%
AIM
261
Acropolis Investment Management
Missouri
$3.12M +$18.5K +146 +0.6%
SFG
262
Sage Financial Group
Pennsylvania
$3.12M -$3.17K -25 -0.1%
SLT
263
St Louis Trust
Missouri
$3.1M -$109K -858 -3%
FUBT
264
First United Bank & Trust
Maryland
$3.02M -$180K -1,422 -6%
MAM
265
Meeder Asset Management
Ohio
$3.02M +$743K +5,866 +33%
SFA
266
Sequoia Financial Advisors
Ohio
$3.02M -$591K -4,669 -16%
OCM
267
One Capital Management
California
$2.98M -$58.1K -459 -2%
NB
268
Nicolet Bankshares
Wisconsin
$2.95M -$42.6K -336 -1%
WIC
269
Whitegate Investment Counselors
New Hampshire
$2.94M +$12.7K +100 +0.4%
Deutsche Bank
270
Deutsche Bank
Germany
$2.93M -$791K -6,248 -21%
KCM
271
Karp Capital Management
California
$2.9M +$149K +1,179 +5%
CDIA
272
Capital Directions Investment Advisors
Georgia
$2.89M +$56.6K +447 +2%
A
273
AdvicePeriod
California
$2.88M +$284K +2,244 +11%
MWM
274
Mission Wealth Management
California
$2.87M +$52.4K +414 +2%
PA
275
Parallel Advisors
California
$2.86M -$173K -1,370 -6%
9 10
11
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