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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
$2.42B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$115M
3
Bank of America
Bank of America
North Carolina
$4.77B
4
Morgan Stanley
Morgan Stanley
New York
$995M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$241M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$410M
2
TF
TIAA FSB
Florida
$781M
3
FCI
Financial Counselors Inc
Kansas
$16.2M
4
TA
Teachers Advisors
New York
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$164M -$5.6M -44,204 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$146M +$9.78M +77,276 +7%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$143M -$510K -4,024 -0.4%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$118M +$5.11M +40,382 +5%
Stifel Financial
30
Stifel Financial
Missouri
$117M +$603K +4,764 +0.5%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$115M +$115M +905,563 New
US Bancorp
32
US Bancorp
Minnesota
$107M -$910K -7,188 -0.8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$106M +$20.2M +159,515 +24%
Northern Trust
34
Northern Trust
Illinois
$101M +$1.57M +12,424 +2%
SI
35
Stephens Inc
Arkansas
$93M +$1.39M +11,012 +2%
WPW
36
Waldron Private Wealth
Pennsylvania
$92.2M +$5.69M +44,970 +7%
GLI
37
Guardian Life Insurance
New York
$89.5M – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$87M +$1.68M +13,243 +2%
SGAM
39
Stephens Group Asset Management
Arkansas
$78.2M +$7.65M +60,444 +11%
1SB
40
1ST Source Bank
Indiana
$77.3M -$660K -5,216 -0.8%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$71.6M +$1.63M +12,910 +2%
Prudential Financial
42
Prudential Financial
New Jersey
$68.1M +$3.53M +27,896 +5%
BDF
43
Balasa Dinverno & Foltz
$68M -$1.9M -14,973 -3%
Axa
44
Axa
France
$64.5M -$10.6M -83,900 -14%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$63M -$4.52M -35,703 -7%
AllianceBernstein
46
AllianceBernstein
Tennessee
$62.2M -$57M -450,164 -48%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$62.1M +$15.1M +119,200 +32%
Brown Advisory
48
Brown Advisory
Maryland
$59.8M +$820K +6,480 +1%
Truist Financial
49
Truist Financial
North Carolina
$56M +$944K +7,459 +2%
OC
50
Oakworth Capital
Alabama
$55.8M +$5.34M +42,208 +11%
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