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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 %
WIC
276
Whitegate Investment Counselors
New Hampshire
$2.8M -$46.2K -381 -2%
CDIA
277
Capital Directions Investment Advisors
Georgia
$2.72M – – –
MWM
278
Mission Wealth Management
California
$2.7M +$90.2K +743 +3%
RWG
279
Regal Wealth Group
California
$2.67M +$35.9K +296 +1%
KCM
280
Karp Capital Management
California
$2.64M -$104K -860 -4%
SCM
281
SOL Capital Management
Maryland
$2.63M +$30.3K +250 +1%
ATC
282
Argent Trust Co
Tennessee
$2.63M +$2.63M +21,640 New
MFW
283
Mosaic Family Wealth
Missouri
$2.6M +$21.7K +179 +0.8%
Bessemer Group
284
Bessemer Group
New Jersey
$2.58M -$53.2M -438,181 -95%
HB
285
Homrich & Berg
Georgia
$2.56M – – –
PV
286
Private Vista
Illinois
$2.55M -$14.4K -119 -0.6%
AIM
287
Allen Investment Management
New York
$2.52M – – –
OC
288
Oppenheimer & Co
New York
$2.51M -$401K -3,301 -14%
PAS
289
Partnervest Advisory Services
California
$2.51M +$67.1K +553 +3%
FA
290
FCG Advisors
New Jersey
$2.48M -$70.3K -579 -3%
A
291
AdvicePeriod
California
$2.48M +$702K +5,787 +39%
OPCM
292
Osborne Partners Capital Management
California
$2.45M +$18.8K +155 +0.8%
BW
293
Biegel & Waller
Maryland
$2.44M -$364 -3 -0%
VFA
294
Voya Financial Advisors
Connecticut
$2.41M -$221K -1,820 -8%
MGIA
295
Moneta Group Investment Advisors
Missouri
$2.37M -$303K -2,498 -11%
BFM
296
Broadview Financial Management
Wisconsin
$2.32M -$14.6K -120 -0.6%
CBU
297
CIBC Bank USA
Illinois
$2.32M -$5.95K -49 -0.3%
FMC
298
First Merchants Corp
Indiana
$2.29M +$12.1K +100 +0.5%
OIA
299
OneDigital Investment Advisors
Kansas
$2.26M -$15.3K -126 -0.7%
GG
300
GenWealth Group
New Jersey
$2.23M -$33.7K -280 -1%
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