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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
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
926
Trust Company
Kansas
$11K -$15.4K -133 -58%
PCIA
927
Prime Capital Investment Advisors
Kansas
$11K +$11K +99 New
OAJ
928
Ogorek Anthony Joseph
New York
$9K – – –
NSIM
929
North Star Investment Management
Illinois
$9K – – –
WAM
930
Watermark Asset Management
California
$9K – – –
CBT
931
Central Bank & Trust
Kentucky
$9K – – –
MWC
932
MBM Wealth Consultants
Missouri
$9K +$9K +84 New
FDCDDQ
933
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.22K – – –
ATC
934
Adirondack Trust Company
New York
$8K -$5.26K -50 -40%
MFBTD
935
MB Financial Bank - Trust Department
Illinois
$8K – – –
CA
936
Centerpoint Advisors
Massachusetts
$8K – – –
LDFR
937
Lehman & Derafelo Financial Resources
Pennsylvania
$8K +$8K +69 New
LPWM
938
Lake Point Wealth Management
Texas
$8K +$8K +73 New
GT
939
Glenmede Trust
Pennsylvania
$7.46K -$86 -775 -1%
UB
940
UMB Bank
Missouri
$7.04K -$78 -699 -1%
TFA
941
Toth Financial Advisory
Virginia
$7K – – –
FEG
942
Financial Enhancement Group
Indiana
$7K – – –
NWM
943
Northwest Wealth Management
Iowa
$7K – – –
CAW
944
Cornerstone Advisors (Washington)
Washington
$6K – – –
IC
945
Inscription Capital
Texas
$6K +$6K +53 New
EAM
946
Eukles Asset Management
Ohio
$5K +$5K +47 New
GI
947
Gradient Investments
Minnesota
$4K -$14.6K -142 -78%
TVWM
948
Tower View Wealth Management
Wisconsin
$4K – – –
LFG
949
Larson Financial Group
Missouri
$4K +$4K +38 New
FCMT
950
Founders Capital Management (Texas)
Texas
$3K +$120 +1 +4%
36 37
38
39 40