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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 %
FANJ
526
Financial Architects (New Jersey)
New Jersey
$782K +$16K +144 +2%
Lido Advisors
527
Lido Advisors
California
$782K +$161K +1,455 +26%
BMCM
528
Bryn Mawr Capital Management
Pennsylvania
$779K +$183K +1,646 +31%
HA
529
Harborview Advisors
Maine
$773K +$61.1K +550 +9%
HCIA
530
Hochman Cole Investment Advisors
Illinois
$767K – – –
SCM
531
Sterling Capital Management
North Carolina
$766K – – –
S
532
SignatureFD
Georgia
$752K -$1.31M -11,796 -64%
ONB
533
Old National Bancorp
Indiana
$748K +$273K +2,460 +58%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$743K +$9K +81 +1%
RA
535
RFG Advisory
Alabama
$739K +$480K +4,324 +186%
GC
536
Guggenheim Capital
Illinois
$735K +$735K +6,618 New
NFG
537
Nations Financial Group
Iowa
$732K +$172K +1,552 +31%
QCM
538
Quadrant Capital Management
New Jersey
$731K +$731K +6,581 New
BCA
539
Berman Capital Advisors
Georgia
$729K -$153K -1,378 -17%
FPTW
540
Franklin, Parlapiano, Turner & Welch
Texas
$726K – – –
EWA
541
Exencial Wealth Advisors
Oklahoma
$726K +$222 +2 +0%
BTW
542
Boston Trust Walden
Massachusetts
$721K – – –
DWM
543
Dakota Wealth Management
Florida
$716K – – –
VWM
544
Venturi Wealth Management
Texas
$713K +$527K +4,824 +283%
Franklin Resources
545
Franklin Resources
California
$711K – – –
BPA
546
Beacon Pointe Advisors
California
$702K +$702K +6,301 New
CCP
547
Corient Capital Partners
California
$701K +$701K +6,309 New
YWP
548
YorkBridge Wealth Partners
New York
$686K +$149K +1,342 +28%
MIM
549
Macroview Investment Management
Maryland
$679K -$1.22K -11 -0.2%
MAS
550
Madden Advisory Services
Florida
$679K – – –
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22
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