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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
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$52.8M +$2.32M +19,101 +5%
SP
52
Stairway Partners
Illinois
$52.2M +$2.33M +19,209 +5%
JA
53
JOYN Advisors
Georgia
$50.6M -$6.69M -55,130 -12%
OC
54
Oakworth Capital
Alabama
$48.3M +$751K +6,190 +2%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$48.2M +$18.2M +149,550 +61%
MG
56
Mather Group
Illinois
$45.4M +$1.17M +9,655 +3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$45.1M -$10.9M -89,543 -19%
SEI Investments
58
SEI Investments
Pennsylvania
$43.1M +$39.1M +321,872 +980%
KeyBank National Association
59
KeyBank National Association
Ohio
$41.7M -$1.14M -9,379 -3%
BIM
60
Bridges Investment Management
Nebraska
$41.6M +$1.02M +8,369 +3%
CL
61
Choreo LLC
Illinois
$41.1M -$1.99M -16,422 -5%
Creative Planning
62
Creative Planning
Kansas
$40.9M +$350K +2,884 +0.9%
NA
63
NextCapital Advisers
Illinois
$40.6M +$16M +131,426 +65%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$40.4M -$38M -313,041 -48%
BCI
65
Brinker Capital Investments
Pennsylvania
$39.9M -$10.4M -85,959 -21%
NP
66
NorthRock Partners
Minnesota
$38.3M +$1M +8,265 +3%
WRTC
67
Wind River Trust Company
Wyoming
$37.1M – – –
Mariner
68
Mariner
Kansas
$36.6M +$1.88M +15,501 +5%
HHMI
69
Howard Hughes Medical Institute
Maryland
$36.4M – – –
MML Investors Services
70
MML Investors Services
Massachusetts
$35.2M -$6.29M -51,833 -15%
NFG
71
Nadler Financial Group
Illinois
$33.7M +$734K +6,050 +2%
CFB
72
Cullen/Frost Bankers
Texas
$33.6M -$2.01M -16,524 -6%
UBS AM
73
UBS AM
Illinois
$32.8M -$794K -6,542 -2%
TCIM
74
TIAA CREF Investment Management
New York
$30.4M +$30.4M +250,559 New
BUB
75
BBVA USA Bancshares
Texas
$28.8M -$513K -4,228 -2%
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