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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 %
AW
251
ACG Wealth
Georgia
$4.63M +$653K +5,881 +16%
1IA
252
1834 Investment Advisors
Wisconsin
$4.63M +$73.6K +663 +2%
IWA
253
Independence Wealth Advisors
Virginia
$4.57M -$12.7K -114 -0.3%
HCM
254
Hamlin Capital Management
New York
$4.56M +$4.56M +41,095 New
WTC
255
WhitTier Trust Company
Nevada
$4.54M +$45.6K +411 +1%
LFG
256
LifePlan Financial Group
Ohio
$4.52M -$76K -684 -2%
ABC
257
Associated Banc-Corp
Wisconsin
$4.49M +$84.3K +759 +2%
WPSG
258
Wealth & Pension Services Group
Georgia
$4.42M -$2.91M -26,187 -40%
SIM
259
Strategic Investment Management
Virginia
$4.41M – – –
BI
260
Ballast Inc
Kentucky
$4.38M +$338K +3,040 +8%
TA
261
Tiedemann Advisors
New York
$4.35M +$82.8K +745 +2%
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.35M -$237K -2,135 -5%
HC
263
Hourglass Capital
Texas
$4.26M +$4.26M +38,331 New
HCA
264
Harbour Capital Advisors
Virginia
$4.21M +$4.21M +37,865 New
WANY
265
Wealthspire Advisors (New York)
New York
$4.11M +$4.11M +36,964 New
SCG
266
Sonata Capital Group
Washington
$4.09M -$35.1K -316 -0.8%
SWM
267
Strategic Wealth Management
Washington
$4.09M -$20K -180 -0.5%
CCT
268
Country Club Trust
Missouri
$4.08M +$3.77M +33,937 +1,230%
NNP
269
Nachman Norwood & Parrott
South Carolina
$4.04M +$4.04M +36,395 New
VFA
270
Voya Financial Advisors
Connecticut
$4.04M +$2.65M +24,101 +192%
OWA
271
One Wealth Advisors
California
$4.01M +$3.77M +33,927 +1,568%
GFPC
272
Global Financial Private Capital
Florida
$3.99M +$2.49M +22,432 +167%
Invesco
273
Invesco
Georgia
$3.98M +$3.98M +35,792 New
AP
274
Advisors Preferred
Maryland
$3.96M +$3.96M +35,688 New
HWA
275
Hillcrest Wealth Advisors
New Jersey
$3.93M +$3.93M +35,407 New
9 10
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