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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 %
CCM
851
Cribstone Capital Management
Maine
$108K – – –
M
852
MOTCO
Texas
$108K +$6.91K +62 +7%
TSW
853
Thompson Siegel & Walmsley
Virginia
$108K +$108K +975 New
SWA
854
Sutton Wealth Advisors
Florida
$108K -$11.1K -100 -9%
SEIA
855
Signature Estate & Investment Advisors
California
$107K +$16.9K +152 +19%
BAM
856
Belpointe Asset Management
Nevada
$106K +$9.33K +84 +10%
MFT
857
Moisand Fitzgerald Tamayo
Florida
$105K – – –
BWM
858
BerganKDV Wealth Management
Minnesota
$104K – – –
EWM
859
Executive Wealth Management
Michigan
$102K +$102K +915 New
Rockefeller Capital Management
860
Rockefeller Capital Management
New York
$98K +$45.2K +405 +85%
BC
861
Bartlett & Co
Ohio
$97K +$97K +871 New
BCWM
862
Bartlett & Co Wealth Management
Ohio
$96.7K +$96.7K +871 New
FCFS
863
First Command Financial Services
Texas
$96K – – –
FCB
864
First Command Bank
Texas
$96K – – –
CFD
865
Creative Financial Designs
Indiana
$93K +$29.2K +262 +46%
BCA
866
Bray Capital Advisors
Florida
$90K – – –
BOPW
867
Brandywine Oak Private Wealth
Pennsylvania
$83K +$83K +1,210 New
CCM
868
Covington Capital Management
California
$78K +$5.57K +50 +8%
JFA
869
JNBA Financial Advisors
Minnesota
$76K +$76K +680 New
BRC
870
Bell Rock Capital
Delaware
$73K +$18.7K +169 +34%
WIM
871
Westside Investment Management
California
$70.1K +$70.1K +631 New
IFAM
872
Institutional & Family Asset Management
Colorado
$70K +$56.5K +512 +420%
CHP
873
Cable Hill Partners
Oregon
$68K -$6.66K -60 -9%
DPA
874
Delphi Private Advisors
California
$64K -$203K -1,842 -76%
TCOV
875
Trust Company of Vermont
Vermont
$62K – – –
33 34
35
36 37