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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
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
326
Bank of the West
California
$1.78M +$22K +181 +1%
AIM
327
Aspen Investment Management
Michigan
$1.7M – – –
BSAM
328
Blue Sky Asset Management
Colorado
$1.7M +$1.7M +13,972 New
WI
329
Wintrust Investments
Illinois
$1.69M +$539K +4,443 +47%
BP
330
Ballentine Partners
Massachusetts
$1.68M – – –
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$1.67M -$4.98K -41 -0.3%
BJL
332
Brighton Jones LLC
Washington
$1.67M -$253K -2,087 -13%
SMC
333
Smith, Moore & Co
Missouri
$1.67M +$94.6K +779 +6%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$1.66M -$38.6K -318 -2%
FWCM
335
Ferguson Wellman Capital Management
Oregon
$1.65M +$208K +1,712 +14%
GTAM
336
Global Trust Asset Management
Florida
$1.64M +$20.6K +170 +1%
GRP
337
Global Retirement Partners
California
$1.64M +$308K +2,535 +23%
SC
338
Savant Capital
Illinois
$1.63M +$47K +387 +3%
GFPC
339
Global Financial Private Capital
Florida
$1.62M -$297K -2,443 -15%
ACA
340
Anchor Capital Advisors
Massachusetts
$1.61M +$1.05M +8,644 +187%
NEPWA
341
New England Private Wealth Advisors
Massachusetts
$1.58M +$1.21K +10 +0.1%
PAG
342
Private Advisory Group
Washington
$1.57M +$1.57M +12,909 New
HW
343
Hancock Whitney
Mississippi
$1.57M +$606K +4,996 +63%
TWA
344
TCI Wealth Advisors
Arizona
$1.55M +$506K +4,170 +48%
FDCC
345
Foster Dykema Cabot & Co
Massachusetts
$1.54M – – –
CG
346
Colony Group
Massachusetts
$1.54M +$777K +6,404 +102%
Boston Partners
347
Boston Partners
Massachusetts
$1.52M -$186M -1,532,376 -99%
HWM
348
Highwater Wealth Management
Colorado
$1.51M -$79.8K -658 -5%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$1.49M +$123K +1,012 +9%
S
350
SignatureFD
Georgia
$1.48M +$767K +6,319 +107%
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