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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 %
Allianz Asset Management
701
Allianz Asset Management
Germany
$203K -$6.03M -49,602 -97%
FWIA
702
Fort Washington Investment Advisors
Ohio
$201K -$182K -1,497 -48%
RCA
703
Rex Capital Advisors
Rhode Island
$201K -$135K -1,115 -40%
NEPPG
704
New England Professional Planning Group
Rhode Island
$201K +$201K +1,653 New
DC
705
Davenport & Co
Virginia
$201K +$201K +1,654 New
KCM
706
Kanawha Capital Management
Virginia
$201K +$201K +1,659 New
SXL
707
Summit X LLC
Missouri
$200K +$200K +1,645 New
SMFS
708
Squar Milner Financial Services
California
$198K +$198K +1,633 New
PCA
709
Providence Capital Advisors
North Carolina
$189K – – –
SWM
710
SeaCrest Wealth Management
New York
$183K – – –
AF
711
Allworth Financial
California
$183K +$1.57K +13 +0.9%
AIA
712
Armor Investment Advisors
North Carolina
$174K – – –
B
713
Bridgeworth
Alabama
$171K +$171K +1,413 New
PCP
714
Proficio Capital Partners
Massachusetts
$170K – – –
RFA
715
Reilly Financial Advisors
California
$170K +$7.55K +62 +5%
CHP
716
Cable Hill Partners
Oregon
$166K -$160K -1,315 -49%
FNB
717
Farmers National Bank
Kentucky
$165K – – –
OBWP
718
O'Brien Wealth Partners
Massachusetts
$165K – – –
BBHC
719
Brown Brothers Harriman & Co
New York
$160K -$244K -2,014 -60%
BFC
720
Bedel Financial Consulting
Indiana
$159K – – –
FC
721
Ferris Capital
Massachusetts
$155K – – –
GEA
722
Glen Eagle Advisors
New Jersey
$153K – – –
ECM
723
Exchange Capital Management
Michigan
$148K +$148K +1,216 New
PCA
724
Peddock Capital Advisors
Massachusetts
$146K – – –
THWM
725
Taylor Hoffman Wealth Management
Virginia
$145K – – –
27 28
29
30 31