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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 %
PWA
601
Peterson Wealth Advisors
Utah
$346K +$2.03K +16 +0.6%
FCFC
602
First Commonwealth Financial Corp
Pennsylvania
$345K +$345K +2,724 New
CAM
603
Carret Asset Management
New York
$343K – – –
FBA
604
Front Barnett Associates
Illinois
$340K -$3.17K -25 -0.9%
JIC
605
Joel Isaacson & Co
New York
$336K +$253 +2 +0.1%
LBC
606
Lowe Brockenbrough & Co
Virginia
$334K – – –
OMC
607
Old Mission Capital
Illinois
$334K +$334K +2,637 New
TW
608
Transform Wealth
Colorado
$333K – – –
OWM
609
Orgel Wealth Management
Wisconsin
$330K – – –
FWP
610
FAS Wealth Partners
Kansas
$330K – – –
EP
611
Edgestream Partners
New Jersey
$330K +$330K +2,607 New
FC
612
Fulcrum Capital
Washington
$330K +$330K +2,608 New
FTC
613
Farmers Trust Company
Ohio
$329K -$6.33K -50 -2%
AWMG
614
Alliance Wealth Management Group
New Jersey
$329K – – –
TCM
615
Towercrest Capital Management
Pennsylvania
$329K – – –
BW
616
Bison Wealth
Georgia
$329K +$4.05K +32 +1%
APSP
617
Asset Planning Services (Pennsylvania)
Pennsylvania
$329K +$3.98K +32 +1%
CGT
618
Capital Guardian Trust
California
$329K +$329K +2,601 New
VFP
619
Verus Financial Partners
Virginia
$327K +$4.05K +32 +1%
MA
620
MCF Advisors
Kentucky
$325K -$11.4K -90 -3%
AIS
621
American Investment Services
Massachusetts
$324K – – –
POIA
622
Pin Oak Investment Advisors
Texas
$320K – – –
First Manhattan
623
First Manhattan
New York
$315K +$13.9K +110 +5%
GP
624
Girard Partners
Pennsylvania
$314K -$514K -4,063 -62%
ECM
625
Evergreen Capital Management
Washington
$314K – – –
23 24
25
26 27