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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 %
FNT
451
First National Trust
Pennsylvania
$1.19M +$117K +1,052 +11%
SFS
452
Sowell Financial Services
Arkansas
$1.18M +$1.18M +10,666 New
SHWM
453
Smith & Howard Wealth Management
Georgia
$1.18M +$362K +3,260 +44%
VCM
454
Vivaldi Capital Management
Illinois
$1.18M +$965K +8,683 +450%
WA
455
WealthTrust-Arizona
Arizona
$1.16M +$473K +4,265 +69%
FMWA
456
Forvis Mazars Wealth Advisors
Missouri
$1.15M +$50.5K +455 +5%
WB
457
Webster Bank
Connecticut
$1.15M -$1.06M -9,580 -48%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$1.14M -$10.7K -96 -0.9%
PPP
459
Private Portfolio Partners
New Jersey
$1.14M +$1.14M +10,270 New
SCM
460
Smith Capital Management
Arkansas
$1.14M +$1.14M +10,244 New
CWS
461
Cypress Wealth Services
California
$1.13M +$176K +1,583 +18%
GBT
462
Grove Bank & Trust
Florida
$1.12M -$233K -2,100 -17%
CL
463
CPWM LLC
Washington
$1.11M -$37.4K -337 -3%
DWM
464
Doyle Wealth Management
Florida
$1.1M +$106K +958 +11%
JWA
465
JFS Wealth Advisors
Pennsylvania
$1.09M +$33.8K +304 +3%
TIM
466
Tortoise Investment Management
New York
$1.08M – – –
WS
467
Wedbush Securities
California
$1.07M +$444K +4,002 +71%
DWA
468
Dougherty Wealth Advisers
Minnesota
$1.07M +$1.07M +8,915 New
CA
469
Clearstead Advisors
Ohio
$1.05M +$438K +3,947 +71%
CWM
470
Cordatus Wealth Management
Pennsylvania
$1.05M +$1.05M +9,442 New
BIA
471
BHK Investment Advisors
Alabama
$1.05M +$112K +1,005 +12%
CWM
472
Confluence Wealth Management
Oregon
$1.05M +$468K +4,210 +81%
SCA
473
Stillwater Capital Advisors
Pennsylvania
$1.03M – – –
TF
474
TimeScale Financial
Massachusetts
$1.03M +$1.03M +9,232 New
CGA
475
Crescent Grove Advisors
Illinois
$1.02M +$808K +7,274 +385%
17 18
19
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