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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 %
B
401
Brightworth
Georgia
$991K +$1.27K +10 +0.1%
AAM
402
Autus Asset Management
Arizona
$987K -$40.5K -320 -4%
BFG
403
Beacon Financial Group
Texas
$984K +$15.5K +122 +2%
ADL
404
Asset Dedication LLC
California
$969K +$128K +1,009 +15%
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$968K +$676K +5,341 +232%
APA
406
American Portfolios Advisors
New York
$963K +$34.4K +272 +4%
SIC
407
Sigma Investment Counselors
Michigan
$954K – – –
FT
408
Fiduciary Trust
Massachusetts
$951K -$193K -1,520 -17%
TNB
409
Thomasville National Bank
Georgia
$942K – – –
PFT
410
Providence First Trust
Arizona
$937K -$63.3K -500 -6%
SPC
411
Sigma Planning Corp
Michigan
$935K -$33.2K -262 -3%
SHWM
412
Smith & Howard Wealth Management
Georgia
$934K +$255K +2,012 +37%
SIAS
413
Shine Investment Advisory Services
Colorado
$933K +$46.6K +368 +5%
OCG
414
Opus Capital Group
Ohio
$930K – – –
AWA
415
Arete Wealth Advisors
Illinois
$927K +$88.9K +702 +11%
CBN
416
Cadence Bank NA
Texas
$911K -$1.9K -15 -0.2%
Cerity Partners
417
Cerity Partners
New York
$903K -$3.29K -26 -0.4%
CIA
418
Capital Investment Advisors
Georgia
$902K +$83.6K +660 +10%
KTC
419
Kistler-Tiffany Companies
Pennsylvania
$898K -$21K -166 -2%
AWS
420
AJ Wealth Strategies
New York
$893K +$544K +4,295 +156%
PFC
421
Personal Financial Consultants
California
$888K +$888K +7,011 New
MCWS
422
McKinley Carter Wealth Services
West Virginia
$886K -$1.01M -7,977 -53%
VA
423
Valmark Advisers
Ohio
$880K +$293K +2,315 +50%
HCIA
424
Hochman Cole Investment Advisors
Illinois
$874K -$25.7K -203 -3%
SCM
425
Sterling Capital Management
North Carolina
$874K +$235K +1,857 +37%
15 16
17
18 19