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iShares Russell 1000 Value ETF
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Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
651
Gemmer Asset Management
California
$257K -$4.49K -37 -2%
SGAM
652
Steinberg Global Asset Management
Florida
$257K – – –
MSAM
653
Moloney Securities Asset Management
Missouri
$256K – – –
KP
654
Keel Point
Alabama
$252K +$252K +2,080 New
HWA
655
HCR Wealth Advisors
California
$251K – – –
FAT
656
First American Trust
California
$250K -$65.3K -538 -21%
COI
657
Connable Office Inc
Michigan
$249K -$2.15M -17,712 -90%
WP
658
WealthSource Partners
California
$248K -$41.3K -340 -14%
TFF
659
The Family Firm
Maryland
$247K – – –
Fisher Asset Management
660
Fisher Asset Management
Washington
$246K +$27.7K +228 +13%
AIP
661
Ameritas Investment Partners
Nebraska
$246K +$117K +960 +90%
RT
662
Rockland Trust
Massachusetts
$243K – – –
ZCA
663
Zeke Capital Advisors
Pennsylvania
$243K – – –
NGA
664
Naples Global Advisors
Florida
$242K – – –
PWW
665
Pettyjohn Wood & White
Virginia
$240K – – –
GFP
666
Gryphon Financial Partners
Ohio
$238K +$17.6K +145 +8%
SFP
667
Shepherd Financial Partners
Massachusetts
$237K – – –
DBT
668
Dubuque Bank & Trust
Iowa
$236K -$144K -1,187 -38%
PFO
669
Pathstone Family Office
New Jersey
$235K +$119K +900 +103%
SG
670
StoneX Group
New York
$234K – – –
LWAC
671
Laurel Wealth Advisors (California)
California
$234K – – –
CIAS
672
Capital Investment Advisory Services
North Carolina
$233K -$3.65K -30 -2%
BA
673
Bristlecone Advisors
Washington
$231K -$57.5K -475 -20%
CIM
674
Confluence Investment Management
Missouri
$230K +$230K +1,897 New
WF
675
WoodTrust Financial
Wisconsin
$229K +$8.64K +71 +4%
25 26
27
28 29