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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 %
CHC
826
City Holding Co
West Virginia
$159K +$1.89K +17 +1%
PCP
827
Proficio Capital Partners
Massachusetts
$156K – – –
AIC
828
Archer Investment Corporation
Indiana
$151K +$151K +1,360 New
NFG
829
Next Financial Group
Texas
$150K +$54.7K +493 +57%
BWA
830
Burt Wealth Advisors
Maryland
$147K – – –
MG
831
MilWealth Group
Wisconsin
$146K +$146K +1,315 New
RFA
832
Reilly Financial Advisors
California
$143K -$16.5K -149 -10%
GEA
833
Glen Eagle Advisors
New Jersey
$140K – – –
TNBTD
834
Trustmark National Bank Trust Department
Mississippi
$135K – – –
PCA
835
Peddock Capital Advisors
Massachusetts
$133K – – –
THWM
836
Taylor Hoffman Wealth Management
Virginia
$132K -$1.11K -10 -0.8%
TIM
837
Thornburg Investment Management
New Mexico
$130K +$130K +1,078 New
CWM
838
Cranbrook Wealth Management
Michigan
$128K – – –
AWM
839
Aevitas Wealth Management
Massachusetts
$127K +$127K +1,143 New
IBOK
840
Independence Bank of Kentucky
Kentucky
$125K +$65K +583 +108%
LNB
841
Ledyard National Bank
$122K – – –
BFC
842
Bedel Financial Consulting
Indiana
$122K – – –
JGIA
843
Jackson Grant Investment Advisers
Connecticut
$121K +$1.66K +15 +1%
CA
844
Claro Advisors
Massachusetts
$121K +$121K +955 New
AOWM
845
Alpha Omega Wealth Management
Virginia
$121K +$121K +1,092 New
LC
846
Lindbrook Capital
California
$118K +$118K +1,071 New
PFO
847
Pathstone Family Office
New Jersey
$115K -$81.7K -735 -42%
AIP
848
Almanack Investment Partners
Pennsylvania
$113K – – –
BFEC
849
Benjamin F. Edwards & Company
Missouri
$112K -$124K -1,119 -53%
PB
850
Pinnacle Bancorp
Nebraska
$111K +$111K +999 New
32 33
34
35 36