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iShares Russell 1000 Value ETF
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Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.99B
2
Bank of America
Bank of America
North Carolina
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSD
326
Security National Bank of So Dak
Iowa
$2.7M +$2.7M +24,289 New
BFG
327
Beacon Financial Group
Texas
$2.69M +$1.84M +16,689 +215%
AIM
328
Acropolis Investment Management
Missouri
$2.69M -$52.3K -471 -2%
ECM
329
Element Capital Management
New York
$2.62M -$693K -6,240 -21%
SIA
330
Starfire Investment Advisers
Michigan
$2.61M +$285K +2,564 +12%
WIC
331
Whitegate Investment Counselors
New Hampshire
$2.6M +$27.1K +244 +1%
OCM
332
One Capital Management
California
$2.6M -$18.3K -165 -0.7%
HB
333
Homrich & Berg
Georgia
$2.6M +$235K +2,115 +10%
CBU
334
CIBC Bank USA
Illinois
$2.57M +$343K +3,085 +15%
FLPIM
335
F.L. Putnam Investment Management
Massachusetts
$2.56M +$296K +2,667 +13%
BW
336
Biegel & Waller
Maryland
$2.55M +$274K +2,465 +12%
FUBT
337
First United Bank & Trust
Maryland
$2.54M -$114K -1,030 -4%
LFAS
338
Level Four Advisory Services
Texas
$2.52M +$875K +7,881 +53%
NB
339
Nicolet Bankshares
Wisconsin
$2.5M -$93.4K -841 -4%
N
340
Natixis
France
$2.44M -$858K -7,728 -26%
IWP
341
Icon Wealth Partners
Texas
$2.44M -$542K -4,879 -18%
KCM
342
Karp Capital Management
California
$2.42M -$125K -1,127 -5%
TCPWM
343
Traverso Chambers Private Wealth Management
California
$2.42M +$2.42M +21,789 New
SGCA
344
Steel Grove Capital Advisors
Tennessee
$2.4M +$2.4M +21,628 New
RWG
345
Regal Wealth Group
California
$2.39M -$32.1K -289 -1%
MFGP
346
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.39M +$2.39M +21,484 New
MWM
347
Mission Wealth Management
California
$2.38M -$134K -1,208 -5%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$2.37M +$672K +6,052 +40%
FA
349
FCG Advisors
New Jersey
$2.35M +$118K +1,066 +5%
CW
350
Cobiz Wealth
Colorado
$2.31M +$1.33M +12,004 +136%
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