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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 %
BFPW
576
BOK Financial Private Wealth
Colorado
$584K -$356K -3,203 -38%
PA
577
Paracle Advisors
Washington
$576K – – –
FFC
578
First Financial Corp
Indiana
$575K – – –
MWA
579
Meridian Wealth Advisors
Texas
$575K +$575K +5,182 New
SIM
580
SSI Investment Management
California
$574K – – –
TI
581
Truepoint Inc
Ohio
$571K +$7.11K +64 +1%
SSW
582
Smith Shellnut Wilson
Mississippi
$570K – – –
CC
583
Courier Capital
New York
$565K – – –
HFA
584
Hoover Financial Advisors
Pennsylvania
$565K +$565K +5,085 New
SCI
585
S&CO Inc
Massachusetts
$561K – – –
CTC
586
Central Trust Company
Missouri
$543K – – –
DBRC
587
D.B. Root & Company
Pennsylvania
$538K +$80.4K +724 +18%
ACM
588
Allred Capital Management
Texas
$538K +$538K +4,845 New
MPI
589
Mairs & Power Inc
Minnesota
$534K -$2.78K -25 -0.5%
NCMW
590
Northern Capital Management (Wisconsin)
Wisconsin
$533K -$68.8K -620 -11%
CAAS
591
Capital Asset Advisory Services
Michigan
$531K +$6.1K +55 +1%
JIC
592
Joel Isaacson & Co
New York
$528K +$223K +1,934 +73%
DWT
593
Dorsey & Whitney Trust
South Dakota
$526K – – –
Lazard Asset Management
594
Lazard Asset Management
New York
$523K +$454K +4,094 +660%
WAM
595
Weatherly Asset Management
California
$522K – – –
SIC
596
SFE Investment Counsel
California
$517K +$17.4K +157 +3%
DDPIC
597
Deroy & Devereaux Private Investment Counsel
Michigan
$516K -$22.2K -200 -4%
KIA
598
KCM Investment Advisors
California
$514K -$49.9K -450 -9%
AFC
599
AFT Forsyth & Company
Florida
$510K -$11.1K -100 -2%
MGIA
600
Matthew Goff Investment Advisor
Texas
$507K +$2.77K +25 +0.6%
22 23
24
25 26