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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 %
DC
676
Davenport & Co
Virginia
$250K +$40.8K +323 +20%
ZIM
677
Zacks Investment Management
Illinois
$248K -$256K -2,023 -51%
DJSG
678
D.J. St. Germain
Massachusetts
$248K +$248K +1,960 New
DBT
679
Dubuque Bank & Trust
Iowa
$246K – – –
MWM
680
Meridian Wealth Management
Kentucky
$244K -$65K -513 -21%
LWAC
681
Laurel Wealth Advisors (California)
California
$244K – – –
VCM
682
Vivaldi Capital Management
Illinois
$244K +$244K +1,929 New
CWM
683
Cornerstone Wealth Management
Missouri
$243K -$4.01M -479,811 -94%
MFG
684
Merit Financial Group
Georgia
$242K +$16.5K +107 +7%
CGA
685
Crescent Grove Advisors
Illinois
$240K +$1.4K +11 +0.6%
EWA
686
EP Wealth Advisors
California
$240K +$14.1K +111 +6%
GT
687
Greenleaf Trust
Michigan
$240K +$240K +1,895 New
CIAS
688
Capital Investment Advisory Services
North Carolina
$238K -$4.95K -39 -2%
BA
689
Baugh & Associates
Georgia
$238K – – –
WF
690
WoodTrust Financial
Wisconsin
$238K – – –
SAM
691
Solaris Asset Management
New York
$237K – – –
PBO
692
Peoples Bank (Ohio)
Ohio
$237K – – –
SFP
693
Shepherd Financial Partners
Massachusetts
$237K – – –
EB
694
Eastern Bank
Massachusetts
$236K – – –
CIM
695
Confluence Investment Management
Missouri
$234K -$6.34K -50 -3%
FHA
696
Flagship Harbor Advisors
Massachusetts
$234K +$13.4K +106 +6%
NGA
697
Naples Global Advisors
Florida
$233K -$19K -150 -8%
BA
698
Bristlecone Advisors
Washington
$232K -$9.5K -75 -4%
SB
699
Simmons Bank
Arkansas
$232K – – –
IWC
700
Integrated Wealth Concepts
Massachusetts
$230K -$85.2K -670 -27%
26 27
28
29 30