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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 %
BWM
351
BigSur Wealth Management
Florida
$1.49M +$1.49M +11,700 New
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$23.9K -189 -2%
HNB
353
Huntington National Bank
Ohio
$1.47M -$1.31M – –
Neuberger Berman Group
354
Neuberger Berman Group
New York
$1.43M -$121K -958 -8%
HTC
355
Haverford Trust Company
Pennsylvania
$1.43M – – –
DCM
356
Dimension Capital Management
Florida
$1.42M – – –
ST
357
Spinnaker Trust
Maine
$1.41M +$124K +978 +10%
RCIM
358
Red Cedar Investment Management
Michigan
$1.37M +$1.37M +10,855 New
LA
359
Legacy Advisors
Pennsylvania
$1.37M -$23.6K -185 -2%
PTC
360
Private Trust Company
Ohio
$1.35M +$69.4K +548 +5%
WA
361
Winfield Associates
Ohio
$1.34M -$38K -300 -3%
CBA
362
Coastal Bridge Advisors
Connecticut
$1.34M – – –
RC
363
Rinet Company
Massachusetts
$1.34M +$1.27K +10 +0.1%
PI
364
Parkside Investments
Illinois
$1.33M +$160K +1,267 +14%
HW
365
Hancock Whitney
Mississippi
$1.32M -$310K -2,446 -19%
PG
366
Patten Group
Tennessee
$1.32M -$23K -182 -2%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$1.31M -$12.7K -100 -1%
CL
368
CPWM LLC
Washington
$1.3M +$77.1K +609 +6%
FTS
369
Fifth Third Securities
Ohio
$1.28M +$1.28M +10,070 New
STMM
370
South Texas Money Management
Texas
$1.28M +$1.28M +10,086 New
AI
371
Atria Investments
North Carolina
$1.26M -$78K -616 -6%
MCM
372
Manchester Capital Management
Vermont
$1.26M – – –
FMWA
373
Forvis Mazars Wealth Advisors
Missouri
$1.26M – – –
TIM
374
Tortoise Investment Management
New York
$1.23M – – –
FNT
375
First National Trust
Pennsylvania
$1.23M +$134K +1,060 +12%
13 14
15
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