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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
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$107M
3
Bank of America
Bank of America
North Carolina
+$74.7M
4
Goldman Sachs
Goldman Sachs
New York
+$59.9M
5
SHGA
Sand Hill Global Advisors
California
+$45.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$186M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$141M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$119M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.5M
5
TA
Teachers Advisors
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
826
Barnett & Company
Tennessee
$9K – – –
WAM
827
Watermark Asset Management
California
$9K – – –
FDCDDQ
828
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.98K – – –
HH
829
HWG Holdings
Texas
$8K -$3.35M -27,667 -100%
NWM
830
Northwest Wealth Management
Iowa
$8K – – –
CA
831
Centerpoint Advisors
Massachusetts
$8K – – –
RWA
832
River Wealth Advisors
Pennsylvania
$8K +$8K +62 New
CAW
833
Cornerstone Advisors (Washington)
Washington
$7K -$23.8K -197 -77%
TFA
834
Toth Financial Advisory
Virginia
$7K – – –
FEG
835
Financial Enhancement Group
Indiana
$6K – – –
AP
836
Arlington Partners
Alabama
$5K +$5K +42 New
TRCT
837
Tower Research Capital (TRC)
New York
$3K -$1.88M -17,563 -100%
FCMT
838
Founders Capital Management (Texas)
Texas
$3K – – –
Financial Engines Advisors
839
Financial Engines Advisors
California
$2K -$13.6K -122 -87%
TFA
840
Transamerica Financial Advisors
Florida
$1K – – –
NA
841
NewEdge Advisors
Louisiana
$651 +$112 +926 +21%
FRA
842
Front Row Advisors
California
$507 -$7 -58 -1%
PWPCM
843
Perella Weinberg Partners Capital Management
New York
– -$119M -987,946 Closed
QIM
844
Quantitative Investment Management
Virginia
– -$50.2M -418,500 Closed
MSL
845
Mackay Shields LLC
New York
– -$18.1M -151,189 Closed
ZB
846
Zions Bancorporation
Utah
– -$14.6M -121,732 Closed
B
847
Barings
North Carolina
– -$9.09M -75,738 Closed
GT
848
Glenmede Trust
Pennsylvania
– -$7.87M -63,274 Closed
AL
849
AJO LP
Pennsylvania
– -$3.94M -32,830 Closed
BCM
850
BTC Capital Management
Iowa
– -$3.1M -25,865 Closed
32 33
34
35 36