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iShares Russell 1000 Value ETF
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Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$162M -$5.73M -47,237 -3%
Ameriprise
27
Ameriprise
Minnesota
$152M +$107M +878,738 +238%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$137M +$13.8M +114,101 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$131M +$8.05M +66,308 +7%
AllianceBernstein
30
AllianceBernstein
Tennessee
$114M +$4.91M +40,466 +4%
Stifel Financial
31
Stifel Financial
Missouri
$112M +$4.27M +35,188 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$107M – – –
US Bancorp
33
US Bancorp
Minnesota
$103M -$1.45M -11,954 -1%
Northern Trust
34
Northern Trust
Illinois
$95.4M -$724K -5,968 -0.8%
SI
35
Stephens Inc
Arkansas
$87.8M -$4.9M -40,337 -5%
GLI
36
Guardian Life Insurance
New York
$85.8M +$7.28M +59,980 +9%
WPW
37
Waldron Private Wealth
Pennsylvania
$82.9M +$3.48M +28,707 +4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$82.3M +$4.18M +34,432 +5%
HighTower Advisors
39
HighTower Advisors
Illinois
$81.7M -$251K -2,069 -0.3%
TA
40
Teachers Advisors
New York
$79.9M -$54.6M -449,679 -41%
1SB
41
1ST Source Bank
Indiana
$74.8M -$108K -887 -0.1%
Axa
42
Axa
France
$72M +$22M +181,300 +44%
SGAM
43
Stephens Group Asset Management
Arkansas
$67.7M -$1.09M -8,965 -2%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$67M +$1.83M +15,115 +3%
BDF
45
Balasa Dinverno & Foltz
$67M -$1.64M -13,524 -2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$64.7M -$1.02M -8,436 -2%
Prudential Financial
47
Prudential Financial
New Jersey
$61.9M +$9.37M +77,188 +18%
Brown Advisory
48
Brown Advisory
Maryland
$56.5M -$1.96M -16,118 -3%
FA
49
FDx Advisors
Illinois
$55.4M -$2.56M -21,088 -4%
SHGA
50
Sand Hill Global Advisors
California
$53.1M +$45.5M +374,604 +595%
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