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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
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$188M +$18.2M +164,000 +11%
Ameriprise
27
Ameriprise
Minnesota
$186M +$54.6M +493,041 +42%
Northern Trust
28
Northern Trust
Illinois
$168M +$79M +711,268 +89%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$158M +$29.5M +265,906 +23%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$150M +$6M +54,016 +4%
CB
31
Commerce Bank
Missouri
$149M +$3.59M +32,360 +2%
LAM
32
Lyrical Asset Management
New York
$122M +$122M +1,094,304 New
Allianz Asset Management
33
Allianz Asset Management
Germany
$113M +$113M +1,018,680 New
Stifel Financial
34
Stifel Financial
Missouri
$110M +$7.35M +66,202 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$107M +$30.4M +273,807 +40%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$105M +$102M +915,957 +3,470%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$104M +$1.01M +9,068 +1%
US Bancorp
38
US Bancorp
Minnesota
$100M +$6.88M +61,917 +7%
CAM
39
Cresset Asset Management
Illinois
$98.9M +$98.9M +890,618 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.5M +$91.2M +821,309 +4,049%
SI
41
Stephens Inc
Arkansas
$85.4M +$3.79M +34,087 +5%
EIC
42
Equity Investment Corp
Georgia
$83.3M +$70.6M +635,656 +554%
GLI
43
Guardian Life Insurance
New York
$78.5M – – –
BDF
44
Balasa Dinverno & Foltz
$77.1M +$17.5M +157,201 +29%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$75.5M +$32.9M +296,262 +77%
WPW
46
Waldron Private Wealth
Pennsylvania
$73.8M -$7.1M -63,961 -9%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$73.5M +$36.7M +330,901 +100%
SGAM
48
Stephens Group Asset Management
Arkansas
$68.7M +$54.5K +491 +0.1%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$63.5M +$716K +6,446 +1%
NIMC
50
NWQ Investment Management Company
California
$62.9M +$59.2M +532,835 +1,576%
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