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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
1
American Century Companies
Missouri
$574M
2
Ameriprise
2
Ameriprise
Minnesota
$152M
3
Bank of America
3
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.23B
5
SHGA
5
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$213M
5
TA
5
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$28.2M +$127K +1,045 +0.5%
AF
77
Advisornet Financial
Minnesota
$27M -$268K -2,208 -1%
SQA
78
Simon Quick Advisors
New Jersey
$25.7M +$339K +2,789 +1%
CA
79
Calton & Associates
Florida
$25.3M +$7.59M +60,142 +43%
LC
80
Landaas & Company
Wisconsin
$25M -$352K -2,901 -1%
LFWA
81
LBJ Family Wealth Advisors
Texas
$24.7M – – –
SWP
82
Stratos Wealth Partners
Ohio
$24.6M +$1.14M +9,379 +5%
JRP
83
Jasper Ridge Partners
California
$24M – – –
QI
84
QS Investors
New York
$23.8M -$445K -3,669 -2%
CAN
85
Cetera Advisor Networks
California
$23.7M -$18M -148,566 -43%
LFAS
86
Level Four Advisory Services
Texas
$23.5M -$1.34K -11 -0%
SPIA
87
Steward Partners Investment Advisory
New York
$23.4M +$753K +6,201 +3%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$23.2M -$385K -3,172 -2%
SG Americas Securities
89
SG Americas Securities
New York
$22.8M -$23.4M -192,719 -51%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$22.8M -$9.08M -74,767 -28%
CS
91
Credit Suisse
Switzerland
$22.3M +$21.3M +175,513 +2,047%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$22.1M – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$21.5M -$325K -2,676 -1%
FAM
94
Flaharty Asset Management
Florida
$21.2M +$1.28M +10,550 +6%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$21M +$735K +6,059 +4%
FBFS
96
First Business Financial Services
Wisconsin
$20.6M +$491K +4,049 +2%
IIC
97
Integrated Investment Consultants
Michigan
$20.6M +$59.2K +488 +0.3%
PFP
98
Pinnacle Financial Partners
Tennessee
$19.9M -$935K -7,707 -4%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$19.9M +$994K +8,191 +5%
NFG
100
Noven Financial Group
Colorado
$19.7M +$985K +8,112 +5%
2 3
4
5 6