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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 %
KLI
626
Kelman-Lazarov Inc
Tennessee
$312K – – –
TWM
627
Titus Wealth Management
California
$312K +$31.7K +250 +11%
CCM
628
Canal Capital Management
Virginia
$309K +$1.65K +13 +0.5%
DY
629
Dowling & Yahnke
California
$309K +$21.6K +171 +8%
FFA
630
First Foundation Advisors
California
$308K – – –
DPA
631
Delphi Private Advisors
California
$307K – – –
RCM
632
RNC Capital Management
California
$307K +$307K +2,425 New
WA
633
WESPAC Advisors
California
$304K +$20.1K +159 +7%
SXL
634
Summit X LLC
Missouri
$304K +$96.1K +760 +46%
BA
635
BKS Advisors
Michigan
$302K – – –
GWM
636
Geneos Wealth Management
Colorado
$302K +$759 +6 +0.3%
SBL
637
Sargent Bickham Lagudis
Colorado
$302K +$1.01K +8 +0.3%
FFBTD
638
First Financial Bank - Trust Division
Ohio
$300K -$27.7K -219 -8%
CPA
639
Clear Perspective Advisors
Illinois
$300K +$300K +2,368 New
FCH
640
Freestone Capital Holdings
Washington
$299K +$3.42K +27 +1%
WCM
641
Wealthcare Capital Management
Virginia
$299K +$72.9K +576 +32%
MWPCG
642
Measured Wealth Private Client Group
New Hampshire
$299K +$299K +2,367 New
SWM
643
SVA Wealth Management
Wisconsin
$296K -$11.8K -93 -4%
RPGK
644
Retirement Planning Group (Kansas)
Kansas
$295K – – –
SA
645
Sicart Associates
New York
$295K – – –
RA
646
RFG Advisory
Alabama
$295K +$295K +2,328 New
AWM
647
Avondale Wealth Management
Texas
$288K – – –
NWS
648
Newport Wealth Strategies
California
$288K +$12K +100 +4%
WT
649
Washington Trust
Rhode Island
$287K +$72.4K +572 +34%
DIA
650
Dana Investment Advisors
Wisconsin
$285K +$285K +2,248 New
24 25
26
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