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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 %
LDB
476
Lee, Danner & Bass
Tennessee
$1.02M – – –
KWM
477
Kingsview Wealth Management
Oregon
$1.01M +$424K +3,821 +73%
GC
478
Garde Capital
Washington
$1M – – –
CBA
479
Coastal Bridge Advisors
Connecticut
$1M -$173K -1,558 -15%
WA
480
Winfield Associates
Ohio
$998K -$178K -1,600 -15%
PI
481
Putnam Investments
Massachusetts
$998K +$998K +8,988 New
WAM
482
Wolverine Asset Management
Illinois
$995K -$3.53M -31,853 -78%
FCH
483
Freestone Capital Holdings
Washington
$988K +$726K +6,538 +277%
PG
484
Patten Group
Tennessee
$982K -$173K -1,561 -15%
MHS
485
M Holdings Securities
Oregon
$974K +$49.4K +445 +5%
SSB
486
Sandy Spring Bank
Maryland
$972K +$26.9K +242 +3%
SWRP
487
Summit Wealth & Retirement Planning
California
$965K +$965K +8,690 New
SCA
488
STALEY CAPITAL ADVISERS
Pennsylvania
$960K – – –
Jane Street
489
Jane Street
New York
$943K +$943K +8,489 New
MWM
490
Modera Wealth Management
New Jersey
$942K -$51.4K -463 -5%
SS
491
Simplicity Solutions
Minnesota
$932K +$932K +8,390 New
GTAM
492
Global Trust Asset Management
Florida
$925K -$558K -5,025 -38%
Mackenzie Financial
493
Mackenzie Financial
Ontario, Canada
$911K +$911K +8,200 New
FHB
494
First Hawaiian Bank
Hawaii
$909K – – –
Victory Capital Management
495
Victory Capital Management
Texas
$909K – – –
BRWA
496
B. Riley Wealth Advisors
Florida
$906K +$450K +4,046 +99%
AWA
497
Arete Wealth Advisors
Illinois
$890K +$77.3K +696 +10%
FFA
498
Fragasso Financial Advisors
Pennsylvania
$882K -$87.5K -788 -9%
APA
499
American Portfolios Advisors
New York
$880K +$36.3K +327 +4%
FFA
500
First Foundation Advisors
California
$880K +$610K +5,496 +226%
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