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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 %
MFW
276
Mosaic Family Wealth
Missouri
$2.8M +$196K +1,609 +8%
RWG
277
Regal Wealth Group
California
$2.76M -$28.7K -227 -1%
SCM
278
SOL Capital Management
Maryland
$2.75M – – –
PV
279
Private Vista
Illinois
$2.71M +$47.7K +377 +2%
HIMCH
280
Hartford Investment Management Co (HIMCO)
Connecticut
$2.7M +$2.7M +21,320 New
HB
281
Homrich & Berg
Georgia
$2.69M +$21.9K +173 +0.8%
SIA
282
Starfire Investment Advisers
Michigan
$2.65M -$356K -2,814 -12%
AIM
283
Allen Investment Management
New York
$2.63M – – –
BW
284
Biegel & Waller
Maryland
$2.59M +$52.3K +413 +2%
PAS
285
Partnervest Advisory Services
California
$2.59M -$26.3K -208 -1%
OC
286
Oppenheimer & Co
New York
$2.59M -$35.6K -281 -1%
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$2.58M +$627K +4,953 +32%
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.57M -$2.47M -19,544 -49%
OPCM
289
Osborne Partners Capital Management
California
$2.55M – – –
FA
290
FCG Advisors
New Jersey
$2.54M -$49.8K -393 -2%
CBU
291
CIBC Bank USA
Illinois
$2.54M +$121K +952 +5%
WB
292
Webster Bank
Connecticut
$2.52M -$661K -5,217 -21%
MGIA
293
Moneta Group Investment Advisors
Missouri
$2.46M -$9.62K -76 -0.4%
BFM
294
Broadview Financial Management
Wisconsin
$2.45M +$34.7K +274 +1%
FMC
295
First Merchants Corp
Indiana
$2.41M +$19.9K +157 +0.8%
CSM
296
CAMG Solamere Management
North Carolina
$2.4M -$799K -6,297 -25%
RP
297
Rice Partnership
Hawaii
$2.39M +$179K +1,415 +8%
S
298
SignatureFD
Georgia
$2.35M +$803K +6,340 +52%
OIA
299
OneDigital Investment Advisors
Kansas
$2.33M -$30K -237 -1%
MWP
300
MYCIO Wealth Partners
Pennsylvania
$2.27M +$7.6K +60 +0.3%
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