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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
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
801
Naples Global Advisors
Florida
$212K – – –
GT
802
Greenleaf Trust
Michigan
$210K – – –
BA
803
Baugh & Associates
Georgia
$210K +$1.44K +13 +0.7%
BFA
804
Bragg Financial Advisors
North Carolina
$209K -$188K -1,692 -47%
RFWA
805
RPg Family Wealth Advisory
Massachusetts
$208K +$166K +1,497 +395%
PBO
806
Peoples Bank (Ohio)
Ohio
$208K – – –
EB
807
Eastern Bank
Massachusetts
$207K – – –
BFA
808
Beaumont Financial Advisors
Massachusetts
$204K -$162K -1,459 -44%
CIAS
809
Capital Investment Advisory Services
North Carolina
$203K -$5.33K -48 -3%
SKK
810
Shepherd Kaplan Krochuk
Massachusetts
$203K +$203K +1,826 New
BS
811
Boenning & Scattergood
Pennsylvania
$201K +$222 +2 +0.1%
LWM
812
Liberty Wealth Management
California
$201K +$201K +1,815 New
FHA
813
Flagship Harbor Advisors
Massachusetts
$197K -$7.88K -71 -4%
POIA
814
Pin Oak Investment Advisors
Texas
$195K -$84.8K -765 -30%
WCM
815
WealthBridge Capital Management
Ohio
$195K +$195K +1,759 New
EI
816
Ellevest Inc
New York
$187K +$187K +1,684 New
APC
817
Aspire Private Capital
North Carolina
$185K +$185K +1,663 New
SMFS
818
Squar Milner Financial Services
California
$184K – – –
SWM
819
SeaCrest Wealth Management
New York
$183K +$9.02K +81 +5%
GSIS
820
Global Strategic Investment Solutions
Arizona
$178K +$178K +1,602 New
AF
821
Allworth Financial
California
$171K -$12.6K -113 -7%
CFN
822
Cordasco Financial Network
Florida
$166K +$166K +1,491 New
FC
823
Ferris Capital
Massachusetts
$161K +$19.6K +176 +14%
BBHC
824
Brown Brothers Harriman & Co
New York
$159K -$7.12K -64 -4%
AIA
825
Armor Investment Advisors
North Carolina
$159K – – –
31 32
33
34 35