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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 %
AC
801
Avestar Capital
New York
$40K – – –
AWM
802
Avior Wealth Management
Nebraska
$39K -$13.4K -107 -26%
SCM
803
Southport Capital Management
Tennessee
$39K +$39K +310 New
MRCM
804
M&R Capital Management
New Jersey
$38K – – –
ONST
805
Old North State Trust
North Carolina
$38K +$38K +305 New
AA
806
AlphaMark Advisors
Kentucky
$35K -$108K -865 -76%
MSFP
807
Mark Sheptoff Financial Planning
Connecticut
$33K – – –
KPCM
808
Kings Point Capital Management
New York
$32K – – –
WA
809
WP Advisors
California
$32K +$254 +2 +0.8%
EA
810
Elm Advisors
California
$32K +$32K +250 New
WWM
811
Willingdon Wealth Management
North Carolina
$29K – – –
TC
812
Trust Company
Kansas
$29K – – –
VNA
813
Valley National Advisers
Pennsylvania
$28K – – –
RMAM
814
Raab & Moskowitz Asset Management
New Jersey
$27K +$27K +220 New
CB
815
CNB Bank
Pennsylvania
$26K – – –
RIA
816
RPG Investment Advisory
California
$25K -$5K -40 -17%
SIAP
817
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K – – –
CG
818
Cutler Group
California
$25K +$12.5K +100 +100%
GI
819
Gradient Investments
Minnesota
$23K +$23K +181 New
PCTC
820
Perkins Coie Trust Company
Washington
$22K – – –
PK
821
Pflug Koory
Nebraska
$21K – – –
CA
822
Crewe Advisors
Utah
$21K – – –
Macquarie Group
823
Macquarie Group
Australia
$20K -$103K -802 -84%
MCM
824
Mainstay Capital Management
Michigan
$20K – – –
FIB
825
First Interstate Bank
Montana
$20K – – –
31 32
33
34 35