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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 %
BS
701
Boenning & Scattergood
Pennsylvania
$229K +$229K +1,807 New
Renaissance Technologies
702
Renaissance Technologies
New York
$228K -$887K -7,000 -80%
PPCM
703
Pillar Pacific Capital Management
California
$227K – – –
GFP
704
Gryphon Financial Partners
Ohio
$226K -$22.8K -180 -9%
Kovitz Investment Group Partners
705
Kovitz Investment Group Partners
Illinois
$225K -$50.6K -400 -18%
FAT
706
First American Trust
California
$225K -$35.4K -280 -14%
PFO
707
Pathstone Family Office
New Jersey
$224K – – –
RIA
708
Regal Investment Advisors
Michigan
$223K +$9.39K +74 +4%
NHC
709
Nicholas Hoffman & Company
Georgia
$222K +$222K +1,751 New
1WA
710
180 Wealth Advisors
Washington
$216K -$4.81K -38 -2%
VWM
711
Venturi Wealth Management
Texas
$216K – – –
CCM
712
Chilton Capital Management
Texas
$215K – – –
LSAG
713
Lake Street Advisors Group
New Hampshire
$214K -$417K -3,288 -66%
BAC
714
Boys Arnold & Co
North Carolina
$214K – – –
CSIC
715
Clifford Swan Investment Counsel
California
$213K – – –
APP
716
Avantax Planning Partners
Iowa
$212K -$73.3K -580 -26%
NIA
717
Northstar Investment Advisors
Colorado
$212K -$5.08K -40 -2%
ALIONA
718
Allianz Life Insurance of North America
Minnesota
$212K +$212K +1,676 New
CAG
719
Crestwood Advisors Group
Massachusetts
$210K -$10.1K -80 -5%
RCA
720
Rex Capital Advisors
Rhode Island
$210K – – –
SMFS
721
Squar Milner Financial Services
California
$210K +$2.79K +22 +1%
CCM
722
Condor Capital Management
New Jersey
$210K +$210K +1,655 New
NEPPG
723
New England Professional Planning Group
Rhode Island
$209K – – –
AF
724
Allworth Financial
California
$209K +$17.8K +141 +9%
ACP
725
Aviance Capital Partners
Florida
$208K -$11.9K -94 -5%
27 28
29
30 31