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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 %
KIA
476
KCM Investment Advisors
California
$643K -$12.7K -100 -2%
TI
477
Truepoint Inc
Ohio
$643K -$12K -95 -2%
SCI
478
S&CO Inc
Massachusetts
$639K – – –
NFG
479
Nations Financial Group
Iowa
$638K +$346K +2,733 +118%
PFS
480
Prospera Financial Services
Texas
$636K -$69.2K -570 -10%
PFA
481
Pure Financial Advisors
California
$636K +$636K +5,021 New
VAM
482
Visionary Asset Management
Texas
$634K +$130K +1,021 +26%
AI
483
Accredited Investors
Minnesota
$629K +$629K +4,971 New
NFC
484
Northeast Financial Consultants
Connecticut
$626K -$13.7K -108 -2%
MYIA
485
Mount Yale Investment Advisors
Colorado
$625K -$83.8K -673 -12%
CTC
486
Central Trust Company
Missouri
$619K – – –
YWP
487
YorkBridge Wealth Partners
New York
$614K – – –
MIH
488
Madison Investment Holdings
Wisconsin
$614K – – –
DDPIC
489
Deroy & Devereaux Private Investment Counsel
Michigan
$613K -$41.1K -325 -6%
MPI
490
Mairs & Power Inc
Minnesota
$612K – – –
TSWM
491
Triangle Securities Wealth Management
North Carolina
$610K +$10.4K +82 +2%
CM
492
Columbus Macro
Pennsylvania
$606K -$57.3K -452 -9%
TPWA
493
TRUE Private Wealth Advisors
Oregon
$602K +$45.5K +357 +8%
DWT
494
Dorsey & Whitney Trust
South Dakota
$600K – – –
CAAS
495
Capital Asset Advisory Services
Michigan
$599K +$71.6K +565 +14%
WAM
496
Weatherly Asset Management
California
$595K – – –
GLA
497
Good Life Advisors
Pennsylvania
$594K -$430K -3,379 -42%
AFC
498
AFT Forsyth & Company
Florida
$594K -$19K -150 -3%
RW
499
Rand Wealth
Maryland
$581K -$37.9K -299 -6%
MGIA
500
Matthew Goff Investment Advisor
Texas
$575K +$375K +2,968 +188%
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