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iShares Russell 1000 Value ETF
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Overview Fund Activity

955 hedge funds and large institutions have $27B invested in iShares Russell 1000 Value ETF in 2018 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 371 increasing their positions, 228 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+96
Holders Change %
+11.18%
% of All Funds
21.31%
Holding in Top 10
113
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.21%
% of All Funds
2.52%
New
178
Increased
371
Reduced
228
Closed
75
Calls
$25.8M
Puts
$10.5M
Net Calls
+$15.2M
Net Calls Change
+$24.9M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.99B
2
Bank of America
Bank of America
North Carolina
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
51
1ST Source Bank
Indiana
$62.8M -$5M -45,055 -7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$62.3M +$7.07M +63,640 +13%
Brown Advisory
53
Brown Advisory
Maryland
$61.7M +$9.27M +83,497 +18%
Prudential Financial
54
Prudential Financial
New Jersey
$60.9M +$1.11M +10,040 +2%
Diamond Hill Capital Management
55
Diamond Hill Capital Management
Ohio
$58.7M +$58.7M +528,151 New
CAN
56
Cetera Advisor Networks
California
$56.8M +$28.2M +254,136 +99%
RCM
57
RNC Capital Management
California
$56.1M +$55.8M +502,315 +20,714%
Mariner
58
Mariner
Kansas
$54.9M +$19.9M +179,329 +57%
Axa
59
Axa
France
$53.6M -$2.97M -26,700 -5%
CI
60
Cambiar Investors
Colorado
$52.2M +$44.2M +397,842 +549%
Aristotle Capital Management
61
Aristotle Capital Management
California
$51.8M +$44.7M +402,920 +635%
OC
62
Oakworth Capital
Alabama
$50.4M +$1.46M +13,175 +3%
Truist Financial
63
Truist Financial
North Carolina
$49.9M +$736K +6,629 +1%
JA
64
JOYN Advisors
Georgia
$48.9M +$4.2M +37,821 +9%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$47.8M +$47M +423,126 +5,535%
SP
66
Stairway Partners
Illinois
$46.7M +$74.3K +669 +0.2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$45.6M -$8.92M -80,332 -16%
MB
68
Mizuho Bank
Japan
$44.4M +$44.4M +400,000 New
FA
69
FDx Advisors
Illinois
$43.3M +$1.1M +9,919 +3%
SEI Investments
70
SEI Investments
Pennsylvania
$43M +$37.9M +341,089 +741%
BIM
71
Bridges Investment Management
Nebraska
$42.1M +$3.01M +27,063 +8%
OAM
72
Oppenheimer Asset Management
New York
$41.2M +$34.1M +306,868 +480%
SHGA
73
Sand Hill Global Advisors
California
$40.2M -$8.03M -72,316 -17%
MG
74
Mather Group
Illinois
$38.8M -$1.01M -9,097 -3%
CFB
75
Cullen/Frost Bankers
Texas
$38.5M +$8.37M +75,327 +28%
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