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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 %
CFG
426
Cooper Financial Group
California
$1.37M +$1.37M +12,374 New
FDCC
427
Foster Dykema Cabot & Co
Massachusetts
$1.37M – – –
NEPWA
428
New England Private Wealth Advisors
Massachusetts
$1.37M -$83.6K -753 -6%
PAG
429
Private Advisory Group
Washington
$1.34M -$144K -1,301 -10%
SC
430
SouthState Corp
Florida
$1.34M -$50.6K -456 -4%
RC
431
Rinet Company
Massachusetts
$1.34M +$162K +1,458 +14%
ASN
432
Advisory Services Network
Georgia
$1.33M -$33K -297 -2%
KP
433
Keel Point
Alabama
$1.31M +$919K +8,276 +236%
DCM
434
Dimension Capital Management
Florida
$1.31M +$61.1K +550 +5%
BWM
435
BigSur Wealth Management
Florida
$1.3M – – –
ST
436
Sageworth Trust
Pennsylvania
$1.29M -$22.8K -205 -2%
FI
437
Financial Insights
Washington
$1.28M +$1.28M +10,724 New
EPM
438
Elm Partners Management
Pennsylvania
$1.28M +$1.28M +11,604 New
RCIM
439
Red Cedar Investment Management
Michigan
$1.27M +$65.7K +592 +5%
HTC
440
Haverford Trust Company
Pennsylvania
$1.25M – – –
AC
441
Alexandria Capital
Virginia
$1.25M +$1.25M +11,286 New
SWMG
442
Strategic Wealth Management Group
Maryland
$1.25M +$1.25M +11,266 New
WI
443
Wintrust Investments
Illinois
$1.24M -$246K -2,215 -17%
LWS
444
Lucia Wealth Services
California
$1.24M +$1.24M +11,128 New
WC
445
Whitnell & Co
Illinois
$1.23M +$531K +4,785 +76%
PI
446
Parkside Investments
Illinois
$1.22M +$57.2K +515 +5%
SNBOSCI
447
Security National Bank of Sioux City Iowa
Iowa
$1.22M +$1.22M +10,970 New
MCM
448
Manchester Capital Management
Vermont
$1.21M – – –
ST
449
Spinnaker Trust
Maine
$1.19M -$44.6K -402 -4%
LA
450
Legacy Advisors
Pennsylvania
$1.19M – – –
16 17
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