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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 %
AIM
351
Allen Investment Management
New York
$2.29M -$9.44K -85 -0.4%
PAS
352
Partnervest Advisory Services
California
$2.29M +$19.1K +172 +0.8%
OPCM
353
Osborne Partners Capital Management
California
$2.24M – – –
CRM
354
Cramer Rosenthal McGlynn
Connecticut
$2.22M +$2.22M +20,000 New
MGIA
355
Moneta Group Investment Advisors
Missouri
$2.19M +$36.2K +326 +2%
MMG
356
Monetary Management Group
Missouri
$2.19M +$267K +2,400 +14%
FPS
357
Fieldpoint Private Securities
Connecticut
$2.16M +$1.85M +16,648 +591%
AAM
358
Aureus Asset Management
Massachusetts
$2.13M +$1.7M +15,295 +392%
RP
359
Rice Partnership
Hawaii
$2.11M +$13.9K +125 +0.7%
FMC
360
First Merchants Corp
Indiana
$2.11M – – –
MFW
361
Mosaic Family Wealth
Missouri
$2.1M -$456K -4,107 -18%
PFA
362
Pathway Financial Advisors
Vermont
$2.09M – – –
TPWA
363
TRUE Private Wealth Advisors
Oregon
$2.09M +$1.56M +14,072 +298%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$2.08M +$1.04M +9,408 +100%
GA
365
GFS Advisors
Texas
$2.07M +$118K +1,062 +6%
DLHL
366
Donald L. Hagan LLC
Florida
$2.06M +$1.82M +16,389 +754%
Bessemer Group
367
Bessemer Group
New Jersey
$2.05M -$1.17M -10,500 -36%
OC
368
Oppenheimer & Co
New York
$2.04M -$226K -2,031 -10%
STMM
369
South Texas Money Management
Texas
$2.04M +$922K +8,300 +82%
OIA
370
OneDigital Investment Advisors
Kansas
$2.02M -$23K -207 -1%
BWM
371
BT Wealth Management
Georgia
$2M +$2M +16,470 New
GG
372
GenWealth Group
New Jersey
$1.99M +$14.3K +129 +0.7%
JT
373
Jump Trading
Illinois
$1.98M +$1.98M +17,823 New
BB
374
Busey Bank
Illinois
$1.97M – – –
NFG
375
Noven Financial Group
Colorado
$1.96M -$17.7M -159,059 -90%
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