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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 %
ME
651
McIlrath & Eck
Washington
$281K -$43K -340 -13%
Boston Partners
652
Boston Partners
Massachusetts
$280K -$1.3M -10,280 -82%
RC
653
RegentAtlantic Capital
New Jersey
$280K +$58.6K +463 +26%
WHG
654
Westwood Holdings Group
Texas
$278K – – –
RPG
655
Risk Paradigm Group
Texas
$276K – – –
PC
656
Port Capital
Illinois
$276K -$71.7K -565 -21%
OWA
657
One Wealth Advisors
California
$276K -$63.8K -500 -19%
DLHL
658
Donald L. Hagan LLC
Florida
$275K – – –
SCA
659
Snowden Capital Advisors
New York
$273K +$273K +2,160 New
WA
660
WealthTrust Axiom
Pennsylvania
$273K – – –
BFEC
661
Benjamin F. Edwards & Company
Missouri
$270K -$634 -5 -0.2%
GC
662
Gibson Capital
Pennsylvania
$269K – – –
SGAM
663
Steinberg Global Asset Management
Florida
$268K – – –
GAM
664
Gemmer Asset Management
California
$268K – – –
MSAM
665
Moloney Securities Asset Management
Missouri
$268K +$886 +7 +0.3%
ACI
666
Alpha Cubed Investments
California
$268K +$8.56K +70 +3%
SG
667
StoneX Group
New York
$267K +$23.3K +184 +10%
WP
668
WealthSource Partners
California
$259K – – –
FIM
669
Fernwood Investment Management
Massachusetts
$257K -$63.3K -500 -20%
KCM
670
Kanawha Capital Management
Virginia
$257K +$46.9K +370 +22%
KC
671
Kingfisher Capital
North Carolina
$255K +$255K +2,014 New
RT
672
Rockland Trust
Massachusetts
$253K – – –
ZCA
673
Zeke Capital Advisors
Pennsylvania
$253K – – –
EWM
674
Empirical Wealth Management
Washington
$251K +$251K +1,982 New
PWW
675
Pettyjohn Wood & White
Virginia
$250K – – –
25 26
27
28 29