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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 %
GG
526
Gofen & Glossberg
Illinois
$519K – – –
JPG
527
Jordan Park Group
California
$511K +$222K +1,741 +77%
RW
528
REDW Wealth
New Mexico
$510K -$38.1K -301 -7%
AGA
529
Accuvest Global Advisors
Utah
$506K – – –
UIA
530
UBP Investment Advisors
Switzerland
$501K – – –
EWM
531
Evermay Wealth Management
Virginia
$500K – – –
PMFA
532
Plante Moran Financial Advisors
Michigan
$498K +$30.2K +238 +6%
AAM
533
Aureus Asset Management
Massachusetts
$494K +$494K +3,900 New
RI
534
Ridgewood Investments
New Jersey
$485K – – –
HCM
535
Harvest Capital Management
New Hampshire
$483K – – –
FAIM
536
Financial Advocates Investment Management
Washington
$480K +$72.1K +569 +18%
LC
537
Lourd Capital
California
$479K +$479K +3,781 New
FPCP
538
Fort Point Capital Partners
California
$476K +$29.2K +231 +7%
AFM
539
Andesa Financial Management
Pennsylvania
$474K -$62.1K -490 -12%
DWM
540
Destination Wealth Management
California
$472K +$64.7K +511 +16%
MA
541
Mutual Advisors
Nebraska
$470K +$7.61K +60 +2%
PGWM
542
Parisi Gray Wealth Management
New Jersey
$463K – – –
RWA
543
Ropes Wealth Advisors
Massachusetts
$462K – – –
LCM
544
Laurion Capital Management
New York
$461K +$461K +3,642 New
PL
545
Plancorp LLC
Missouri
$454K +$454K +3,583 New
LCM
546
Logan Capital Management
Pennsylvania
$453K -$411K -3,239 -48%
BFA
547
Bragg Financial Advisors
North Carolina
$453K – – –
Chevy Chase Trust
548
Chevy Chase Trust
Maryland
$448K -$63.4K -500 -12%
CT
549
Cambridge Trust
Massachusetts
$448K -$30.2K -239 -6%
BCM
550
Bourgeon Capital Management
Connecticut
$447K – – –
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