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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 %
FRA
626
Front Row Advisors
California
$463K -$3.33K -30 -0.7%
WIA
627
World Investment Advisors
California
$463K +$463K +3,822 New
PWMG
628
Prestige Wealth Management Group
New Jersey
$462K +$462K +4,161 New
CM
629
Cornerstone Management
Georgia
$462K -$33.3K -300 -7%
3AM
630
3D Asset Management
Connecticut
$457K -$5K -45 -1%
CCT
631
Capital City Trust
Florida
$457K – – –
GG
632
Gofen & Glossberg
Illinois
$455K – – –
PCM
633
Pointe Capital Management
Michigan
$454K -$9.44K -85 -2%
FMBTD
634
First Midwest Bank Trust Division
Illinois
$450K -$41.3K -372 -8%
CI
635
CX Institutional
Indiana
$446K +$446K +4,020 New
AGA
636
Accuvest Global Advisors
Utah
$444K – – –
EWM
637
Evermay Wealth Management
Virginia
$441K +$3K +27 +0.7%
CBT
638
Capital Bank & Trust
California
$441K +$289K +2,601 +190%
FPCG
639
Fort Pitt Capital Group
Pennsylvania
$440K +$440K +3,964 New
VHAM
640
Van Hulzen Asset Management
California
$438K -$22.8K -205 -5%
PMFA
641
Plante Moran Financial Advisors
Michigan
$434K -$2.44K -22 -0.6%
OWM
642
Orgel Wealth Management
Wisconsin
$434K +$144K +1,297 +50%
FPCP
643
Fort Point Capital Partners
California
$428K +$10.1K +91 +2%
MA
644
Mutual Advisors
Nebraska
$423K +$11.3K +102 +3%
HCM
645
Harvest Capital Management
New Hampshire
$421K -$2.22K -20 -0.5%
LC
646
Lourd Capital
California
$420K – – –
BWM
647
Baystate Wealth Management
Massachusetts
$413K +$365K +3,089 +765%
PA
648
Pinnacle Associates
New York
$412K +$22.1K +199 +6%
BFS
649
Bradley Foster & Sargent
Connecticut
$412K +$77.1K +695 +23%
GWM
650
Geneos Wealth Management
Colorado
$411K +$148K +1,347 +56%
24 25
26
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