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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
1
Financial Engines Advisors
California
$1.99B
2
Bank of America
2
Bank of America
North Carolina
$5.21B
3
American Century Companies
3
American Century Companies
Missouri
$708M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
5
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$580M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
TF
3
TIAA FSB
Florida
$634M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
76
NorthRock Partners
Minnesota
$37.8M +$232K +2,088 +0.6%
KeyBank National Association
77
KeyBank National Association
Ohio
$36.9M +$61.6K +555 +0.2%
Creative Planning
78
Creative Planning
Kansas
$36.7M -$978K -8,807 -3%
CL
79
Choreo LLC
Illinois
$36.3M -$792K -7,128 -2%
BCI
80
Brinker Capital Investments
Pennsylvania
$35.1M -$972K -8,749 -3%
WRTC
81
Wind River Trust Company
Wyoming
$34M – – –
ZIM
82
Zacks Investment Management
Illinois
$33.9M +$33.7M +303,155 +15,459%
SWPG
83
Strategic Wealth Partners Group
Illinois
$33.4M +$635K +5,719 +2%
HHMI
84
Howard Hughes Medical Institute
Maryland
$33.3M – – –
MML Investors Services
85
MML Investors Services
Massachusetts
$31.5M +$1.09M +9,806 +4%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$30.1M +$5.06M +45,597 +20%
NFG
87
Nadler Financial Group
Illinois
$29.5M -$854K -7,691 -3%
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.6M +$7.13M +64,212 +33%
AllianceBernstein
89
AllianceBernstein
Tennessee
$28.4M -$26.1M -235,456 -48%
SPIA
90
Steward Partners Investment Advisory
New York
$27.9M +$5.87M +52,894 +27%
PAG
91
Private Advisor Group
New Jersey
$27.4M +$5.48M +49,347 +25%
CP
92
Covenant Partners
Tennessee
$26.2M +$26.2M +235,590 New
BUB
93
BBVA USA Bancshares
Texas
$26M -$692K -6,233 -3%
WA
94
Waverly Advisors
Alabama
$25.5M +$23.6M +212,174 +1,216%
SQA
95
Simon Quick Advisors
New Jersey
$25M +$2.04M +18,375 +9%
William Blair & Company
96
William Blair & Company
Illinois
$23.7M +$9.73M +87,655 +70%
BL
97
Balentine LLC
Georgia
$23.6M +$23.6M +212,920 New
FBFS
98
First Business Financial Services
Wisconsin
$23.6M +$4.63M +41,660 +24%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$23.6M +$836K +7,528 +4%
LC
100
Landaas & Company
Wisconsin
$23.5M +$341K +3,079 +1%
2 3
4
5 6