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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 %
FWP
401
FAS Wealth Partners
Kansas
$1.64M +$1.35M +12,121 +465%
MDCM
402
Morgan Dempsey Capital Management
Wisconsin
$1.61M +$1.61M +14,470 New
CFGS
403
Concourse Financial Group Securities
Alabama
$1.58M +$834K +7,517 +112%
GRP
404
Global Retirement Partners
California
$1.58M +$247K +2,223 +19%
CT
405
Coastline Trust
Rhode Island
$1.56M +$98.3K +885 +7%
BP
406
Ballentine Partners
Massachusetts
$1.55M +$16.1K +145 +1%
AI
407
Atria Investments
North Carolina
$1.55M +$444K +3,994 +40%
TF
408
Trek Financial
Arizona
$1.53M +$1.53M +13,809 New
SC
409
Savant Capital
Illinois
$1.53M -$2.44K -22 -0.2%
G
410
GenTrust
Florida
$1.53M +$224 +2 +0%
BJL
411
Brighton Jones LLC
Washington
$1.51M -$26.5K -239 -2%
AAS
412
Annex Advisory Services
Wisconsin
$1.5M -$172K -1,544 -10%
HMC
413
Higher Moment Capital
Massachusetts
$1.5M -$14.8M -132,835 -91%
AIM
414
Aspen Investment Management
Michigan
$1.49M -$232K -2,086 -13%
SMC
415
Smith, Moore & Co
Missouri
$1.49M -$50K -450 -3%
MCWS
416
McKinley Carter Wealth Services
West Virginia
$1.49M +$712K +6,405 +92%
FWCM
417
Ferguson Wellman Capital Management
Oregon
$1.49M -$44.9K -404 -3%
Renaissance Technologies
418
Renaissance Technologies
New York
$1.46M +$1.26M +11,300 +628%
PTC
419
Private Trust Company
Ohio
$1.43M +$249K +2,240 +21%
TWA
420
TCI Wealth Advisors
Arizona
$1.42M -$3.78K -34 -0.3%
CIC
421
Cutler Investment Counsel
Oregon
$1.41M +$1.41M +12,659 New
PWM
422
PRW Wealth Management
Massachusetts
$1.39M +$1.39M +12,500 New
SHJ
423
Sharkey, Howes & Javer
Colorado
$1.38M – – –
VWA
424
V Wealth Advisors
Kansas
$1.38M -$17.7K -156 -1%
HWM
425
Highwater Wealth Management
Colorado
$1.38M +$47.1K +424 +4%
15 16
17
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