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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 %
AWM
376
Altium Wealth Management
New York
$1.22M -$215K -1,698 -15%
California State Teachers Retirement System (CalSTRS)
377
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$1.15M +9,060 +1,812%
JWA
378
JFS Wealth Advisors
Pennsylvania
$1.21M -$60.2K -475 -5%
PWPS
379
Pinnacle Wealth Planning Services
Ohio
$1.19M -$59.5K -470 -5%
SCA
380
Stillwater Capital Advisors
Pennsylvania
$1.17M -$41.2K -325 -3%
WAG
381
Winthrop Advisory Group
Massachusetts
$1.17M +$253 +2 +0%
LDB
382
Lee, Danner & Bass
Tennessee
$1.16M – – –
MWM
383
Modera Wealth Management
New Jersey
$1.13M +$77.2K +610 +7%
DWM
384
Doyle Wealth Management
Florida
$1.13M +$190K +1,501 +20%
CW
385
Cobiz Wealth
Colorado
$1.12M -$17.7K -140 -2%
GC
386
Garde Capital
Washington
$1.1M -$488 -4 -0%
SCA
387
STALEY CAPITAL ADVISERS
Pennsylvania
$1.1M – – –
CWS
388
Cypress Wealth Services
California
$1.09M – – –
SSB
389
Sandy Spring Bank
Maryland
$1.08M +$109K +862 +11%
BFPW
390
BOK Financial Private Wealth
Colorado
$1.07M -$2.15K -17 -0.2%
BIA
391
BHK Investment Advisors
Alabama
$1.07M +$63.5K +502 +6%
FFA
392
Fragasso Financial Advisors
Pennsylvania
$1.06M -$51.1K -420 -5%
MHS
393
M Holdings Securities
Oregon
$1.05M -$170K -1,341 -14%
NG
394
Northstar Group
New York
$1.05M +$127 +1 +0%
FHB
395
First Hawaiian Bank
Hawaii
$1.04M -$29.6K -234 -3%
Victory Capital Management
396
Victory Capital Management
Texas
$1.04M – – –
BCA
397
Berman Capital Advisors
Georgia
$1.01M +$4.69K +37 +0.5%
KPAG
398
KLS Professional Advisors Group
New York
$1.01M +$164K +1,294 +19%
FA
399
Forefront Analytics
Pennsylvania
$1M -$131K -1,033 -12%
FNBT
400
FineMark National Bank & Trust
Florida
$992K +$19.9K +157 +2%
14 15
16
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