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iShares Russell 1000 Value ETF
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Overview Fund Activity

859 hedge funds and large institutions have $27.4B invested in iShares Russell 1000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 294 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
19.67%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.15%
New
73
Increased
290
Reduced
294
Closed
49
Calls
$29.6M
Puts
$39.2M
Net Calls
-$9.64M
Net Calls Change
+$25.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.42B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$115M
3
Bank of America
3
Bank of America
North Carolina
$4.77B
4
Morgan Stanley
4
Morgan Stanley
New York
$995M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$241M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$410M
2
TF
2
TIAA FSB
Florida
$781M
3
FCI
3
Financial Counselors Inc
Kansas
$16.2M
4
TA
4
Teachers Advisors
New York
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
76
Mariner Independent Advisor Network
Kansas
$26.4M +$21.1M +166,317 +398%
SQA
77
Simon Quick Advisors
New Jersey
$26.1M -$699K -5,520 -3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$25.9M +$1.71M +13,468 +7%
LFWA
79
LBJ Family Wealth Advisors
Texas
$25.7M -$46.1K -364 -0.2%
CA
80
Calton & Associates
Florida
$25.6M +$246K +1,940 +1%
SPIA
81
Steward Partners Investment Advisory
New York
$25.2M +$776K +6,131 +3%
JRP
82
Jasper Ridge Partners
California
$25M – – –
PAG
83
Private Advisor Group
New Jersey
$25M +$12M +94,676 +92%
QI
84
QS Investors
New York
$24.7M -$76.1K -601 -0.3%
JFGIW
85
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5M +$21.3M +168,226 +668%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$24.1M +$375K +2,962 +2%
RFC
87
Regions Financial Corp
Alabama
$23.8M +$4.37M +34,492 +22%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$23M – – –
FAM
89
Flaharty Asset Management
Florida
$22.7M +$490K +3,859 +2%
AF
90
Advisornet Financial
Minnesota
$22.5M -$5.7M -45,006 -20%
NFG
91
Noven Financial Group
Colorado
$22.4M +$1.8M +14,206 +9%
FBFS
92
First Business Financial Services
Wisconsin
$21.7M +$148K +1,172 +0.7%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$21.5M -$928K -7,332 -4%
IIC
94
Integrated Investment Consultants
Michigan
$21.4M -$42.4K -335 -0.2%
PFBT
95
Parkside Financial Bank & Trust
Missouri
$21.3M +$1.16M +9,197 +6%
PFP
96
Pinnacle Financial Partners
Tennessee
$21.2M +$406K +3,209 +2%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$20.8M +$98.1K +775 +0.5%
SG Americas Securities
98
SG Americas Securities
New York
$20.8M -$3.04M -23,999 -13%
PA
99
Parkside Advisors
California
$20.2M -$246K -1,927 -1%
AG
100
Advisor Group
Arizona
$20M +$3M +23,682 +18%
2 3
4
5 6