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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 %
WTB
451
Washington Trust Bank
Washington
$729K – – –
LA
452
Lau Associates
Delaware
$726K – – –
JFA
453
Johanson Financial Advisors
California
$720K -$19.9K -157 -3%
RIL
454
Rothschild Investment LLC
Illinois
$720K +$153K +1,205 +27%
DWM
455
Dakota Wealth Management
Florida
$716K -$49.7K -393 -6%
WS
456
Wedbush Securities
California
$713K -$52.1K -411 -7%
SWM
457
Sequoia Wealth Management
Illinois
$712K -$65.8K -518 -8%
Lido Advisors
458
Lido Advisors
California
$712K +$166K +1,303 +30%
CA
459
Clearstead Advisors
Ohio
$702K -$523K -4,129 -43%
GLA
460
Great Lakes Advisors
Illinois
$701K -$579K -4,570 -45%
NCMW
461
Northern Capital Management (Wisconsin)
Wisconsin
$686K – – –
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$681K – – –
BMCM
463
Bryn Mawr Capital Management
Pennsylvania
$680K +$7.34K +58 +1%
GT
464
Glenview Trust
Kentucky
$679K +$7.6K +60 +1%
G
465
Gainplan
Michigan
$673K – – –
KWM
466
Kingsview Wealth Management
Oregon
$663K +$51K +403 +8%
PP
467
PagnatoKarp Partners
Virginia
$661K +$127 +1 +0%
CWM
468
Confluence Wealth Management
Oregon
$660K – – –
WCWM
469
Willow Creek Wealth Management
California
$657K -$32.8K -259 -5%
PA
470
Paracle Advisors
Washington
$656K +$34K +269 +5%
FFC
471
First Financial Corp
Indiana
$655K -$4.56K -36 -0.7%
SIM
472
SSI Investment Management
California
$654K – – –
SSW
473
Smith Shellnut Wilson
Mississippi
$650K +$650K +5,134 New
MC
474
Middleton & Co
Massachusetts
$646K +$5.7K +45 +0.9%
CC
475
Courier Capital
New York
$645K -$64.6K -510 -9%
17 18
19
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