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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
$2.42B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$115M
3
Bank of America
Bank of America
North Carolina
$4.77B
4
Morgan Stanley
Morgan Stanley
New York
$995M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$241M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$410M
2
TF
TIAA FSB
Florida
$781M
3
FCI
Financial Counselors Inc
Kansas
$16.2M
4
TA
Teachers Advisors
New York
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
51
Sand Hill Global Advisors
California
$55M -$374K -2,956 -0.7%
SP
52
Stairway Partners
Illinois
$53.2M -$1.28M -10,099 -2%
JA
53
JOYN Advisors
Georgia
$51M -$1.77M -14,002 -3%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$48.6M -$1.67M -13,213 -3%
FA
55
FDx Advisors
Illinois
$48.1M -$9.71M -76,694 -17%
MG
56
Mather Group
Illinois
$45.4M -$1.99M -15,721 -4%
BIM
57
Bridges Investment Management
Nebraska
$44.6M +$1.12M +8,860 +3%
NP
58
NorthRock Partners
Minnesota
$43.1M +$2.85M +22,367 +7%
Creative Planning
59
Creative Planning
Kansas
$43M +$320K +2,524 +0.7%
CL
60
Choreo LLC
Illinois
$42.5M -$630K -4,944 -1%
KeyBank National Association
61
KeyBank National Association
Ohio
$42M -$1.5M -11,855 -3%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$41.9M -$198K -1,565 -0.5%
BCI
63
Brinker Capital Investments
Pennsylvania
$41.2M -$397K -3,132 -1%
Mariner
64
Mariner
Kansas
$39.9M +$1.73M +13,686 +5%
WRTC
65
Wind River Trust Company
Wyoming
$38.7M – – –
HHMI
66
Howard Hughes Medical Institute
Maryland
$38M – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$34.7M -$2.08M -16,459 -6%
NFG
68
Nadler Financial Group
Illinois
$34.7M -$543K -4,285 -2%
CFB
69
Cullen/Frost Bankers
Texas
$34.4M -$667K -5,269 -2%
CAN
70
Cetera Advisor Networks
California
$32.6M +$7.88M +62,185 +32%
BUB
71
BBVA USA Bancshares
Texas
$30.4M +$407K +3,214 +1%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$28.6M -$860K -6,795 -3%
HCC
73
Hirtle Callaghan & Co
Pennsylvania
$27.9M +$5.87M +46,219 +27%
LC
74
Landaas & Company
Wisconsin
$26.5M +$369K +2,918 +1%
SWP
75
Stratos Wealth Partners
Ohio
$26.4M +$722K +5,702 +3%
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