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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 %
BP
326
Ballentine Partners
Massachusetts
$1.75M +$507 +4 +0%
SC
327
Savant Capital
Illinois
$1.75M +$54.5K +430 +3%
BJL
328
Brighton Jones LLC
Washington
$1.75M +$5.95K +47 +0.3%
FWCM
329
Ferguson Wellman Capital Management
Oregon
$1.75M +$19.6K +155 +1%
G
330
GenTrust
Florida
$1.75M +$1.75M +13,704 New
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$1.71M -$32.5K -257 -2%
GFPC
332
Global Financial Private Capital
Florida
$1.71M +$17.1K +135 +1%
WI
333
Wintrust Investments
Illinois
$1.7M -$70.9K -560 -4%
GTAM
334
Global Trust Asset Management
Florida
$1.69M -$22.2K -175 -1%
CT
335
Coastline Trust
Rhode Island
$1.66M +$178K +1,405 +12%
NEPWA
336
New England Private Wealth Advisors
Massachusetts
$1.65M +$7.22K +57 +0.4%
PAG
337
Private Advisory Group
Washington
$1.65M +$61K +495 +4%
ACA
338
Anchor Capital Advisors
Massachusetts
$1.64M -$38.6K -305 -2%
TWA
339
TCI Wealth Advisors
Arizona
$1.62M -$2.03K -16 -0.1%
VFA
340
Voya Financial Advisors
Connecticut
$1.59M -$921K -7,281 -37%
SC
341
SouthState Corp
Florida
$1.58M -$654K -5,162 -29%
SHJ
342
Sharkey, Howes & Javer
Colorado
$1.57M -$512K -4,044 -25%
FDCC
343
Foster Dykema Cabot & Co
Massachusetts
$1.57M – – –
VWA
344
V Wealth Advisors
Kansas
$1.55M +$152K +1,199 +11%
ASN
345
Advisory Services Network
Georgia
$1.55M +$138K +1,088 +10%
GBT
346
Grove Bank & Trust
Florida
$1.54M +$88.6K +700 +6%
CG
347
Colony Group
Massachusetts
$1.53M -$81.4K -643 -5%
HWM
348
Highwater Wealth Management
Colorado
$1.52M -$58.9K -465 -4%
GRP
349
Global Retirement Partners
California
$1.52M -$196K -1,546 -11%
ST
350
Sageworth Trust
Pennsylvania
$1.49M -$20.3K -160 -1%
12 13
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