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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 %
FANJ
426
Financial Architects (New Jersey)
New Jersey
$873K +$127 +1 +0%
CFGS
427
Concourse Financial Group Securities
Alabama
$851K +$851K +6,683 New
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$837K -$418K -3,303 -33%
EWA
429
Exencial Wealth Advisors
Oklahoma
$828K -$20.1K -159 -2%
FPTW
430
Franklin, Parlapiano, Turner & Welch
Texas
$828K – – –
BTW
431
Boston Trust Walden
Massachusetts
$823K – – –
AAC
432
Acorn Advisory Capital
New York
$823K – – –
CCM
433
Coldstream Capital Management
Washington
$821K -$6.59K -52 -0.8%
HA
434
Harborview Advisors
Maine
$812K +$38K +300 +5%
Franklin Resources
435
Franklin Resources
California
$811K -$139K -1,100 -15%
PO
436
Private Ocean
California
$811K +$887 +7 +0.1%
WC
437
Whitnell & Co
Illinois
$800K – – –
BCWM
438
Blue Chip Wealth Management
Florida
$790K +$2.66K +21 +0.3%
WA
439
WealthTrust-Arizona
Arizona
$780K +$140K +1,109 +22%
MAS
440
Madden Advisory Services
Florida
$775K – – –
MIM
441
Macroview Investment Management
Maryland
$775K +$722K +5,704 +1,368%
NWP
442
Northstar Wealth Partners
Connecticut
$772K -$15.9K -126 -2%
TFO
443
Tarbox Family Office
California
$767K – – –
NA
444
NewEdge Advisors
Louisiana
$767K +$87.8K +693 +13%
CRC
445
Curi RMB Capital
Illinois
$760K +$273K +2,154 +56%
VCP
446
Vista Capital Partners
Oregon
$759K +$34.3K +271 +5%
PWM
447
Patriot Wealth Management
Texas
$757K – – –
AWM
448
AE Wealth Management
Kansas
$739K -$486K -3,838 -40%
ST
449
Smithfield Trust
Pennsylvania
$734K -$321K -2,540 -30%
ACS
450
Archford Capital Strategies
Illinois
$730K – – –
16 17
18
19 20