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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 %
GG
301
GenWealth Group
New Jersey
$2.27M -$90.1K -708 -4%
BB
302
Busey Bank
Illinois
$2.24M -$1.63M -12,848 -42%
CCM
303
Colorado Capital Management
Colorado
$2.24M – – –
P
304
Pitcairn
Pennsylvania
$2.23M -$44.6K -352 -2%
GA
305
GFS Advisors
Texas
$2.23M -$96.6K -763 -4%
Barclays
306
Barclays
United Kingdom
$2.22M -$109K -858 -5%
HCM
307
HM Capital Management
Missouri
$2.22M – – –
WA
308
Waverly Advisors
Alabama
$2.21M +$127 +1 +0%
MMG
309
Monetary Management Group
Missouri
$2.19M +$76K +600 +4%
TSS
310
Two Sigma Securities
New York
$2.17M -$2.11M -16,687 -49%
EAM
311
Evanson Asset Management
California
$2.15M -$18.4K -145 -0.8%
PFA
312
Pathway Financial Advisors
Vermont
$2.14M +$280K +2,461 +15%
AB
313
Atlas Brown
Kentucky
$2.12M +$32.5K +257 +2%
SBSB
314
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.11M +$99.9K +789 +5%
CFA
315
Cahill Financial Advisors
Minnesota
$2M +$68.5K +541 +4%
AIM
316
Aspen Investment Management
Michigan
$1.97M +$191K +1,506 +11%
QCG
317
Quadrant Capital Group
Ohio
$1.96M – – –
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$1.94M +$203K +1,591 +12%
PFM
319
Phillips Financial Management
Indiana
$1.94M -$89.8K -707 -4%
CAL
320
Capital Analysts LLC
Pennsylvania
$1.91M +$1.03M +8,136 +117%
AAS
321
Annex Advisory Services
Wisconsin
$1.91M -$51.2K -404 -3%
LFAS
322
Level Four Advisory Services
Texas
$1.87M -$22.7M -178,946 -92%
Simplex Trading
323
Simplex Trading
Illinois
$1.83M +$1.08M +8,529 +145%
SMC
324
Smith, Moore & Co
Missouri
$1.76M +$17.1K +135 +1%
CCT
325
Chemung Canal Trust
New York
$1.76M -$407K -3,210 -19%
11 12
13
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