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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 %
WAG
376
Winthrop Advisory Group
Massachusetts
$1.96M +$932K +8,392 +91%
CCM
377
Colorado Capital Management
Colorado
$1.95M -$7.22K -65 -0.4%
HCM
378
HM Capital Management
Missouri
$1.95M +$8.33K +75 +0.4%
California State Teachers Retirement System (CalSTRS)
379
California State Teachers Retirement System (CalSTRS)
California
$1.94M +$876K +7,885 +82%
Federated Hermes
380
Federated Hermes
Pennsylvania
$1.93M +$1.93M +17,406 New
P
381
Pitcairn
Pennsylvania
$1.91M -$39.8K -358 -2%
EAM
382
Evanson Asset Management
California
$1.9M +$11.7K +105 +0.6%
CAL
383
Capital Analysts LLC
Pennsylvania
$1.9M +$216K +1,944 +13%
AB
384
Atlas Brown
Kentucky
$1.89M +$25.3K +228 +1%
SBSB
385
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.85M +$1.89K +17 +0.1%
TFA
386
Transamerica Financial Advisors
Florida
$1.83M +$1.83M +16,477 +1,647,700%
HNB
387
Huntington National Bank
Ohio
$1.83M -$1.47M – –
MAFM
388
Mid Atlantic Financial Management
Pennsylvania
$1.83M +$1.83M +16,435 New
MSWMA
389
Market Street Wealth Management Advisors
Indiana
$1.82M +$1.82M +16,414 New
QPWM
390
Quadrant Private Wealth Management
Pennsylvania
$1.8M +$1.8M +16,212 New
CFA
391
Cahill Financial Advisors
Minnesota
$1.8M +$46.6K +419 +3%
AA
392
Ancora Advisors
Ohio
$1.79M +$1.42M +12,762 +383%
IA
393
IFP Advisors
Florida
$1.79M -$8.96M -81,390 -83%
SVWA
394
Sound View Wealth Advisors
Georgia
$1.76M +$1.76M +15,880 New
MNG
395
Manning & Napier Group
New York
$1.73M – – –
CCT
396
Chemung Canal Trust
New York
$1.73M +$194K +1,748 +13%
AFA
397
American Financial Advisors
Georgia
$1.73M +$1.73M +15,559 New
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$1.71M – – –
QCG
399
Quadrant Capital Group
Ohio
$1.7M -$16.6K -150 -1%
PFM
400
Phillips Financial Management
Indiana
$1.69M -$7.22K -65 -0.4%
14 15
16
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