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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 %
Capital Fund Management (CFM)
976
Capital Fund Management (CFM)
France
– -$372K -2,941 Closed
OMC
977
Old Mission Capital
Illinois
– -$334K -2,637 Closed
EP
978
Edgestream Partners
New Jersey
– -$330K -2,607 Closed
CGT
979
Capital Guardian Trust
California
– -$329K -2,601 Closed
KLI
980
Kelman-Lazarov Inc
Tennessee
– -$312K -2,463 Closed
MWPCG
981
Measured Wealth Private Client Group
New Hampshire
– -$299K -2,367 Closed
SA
982
Sicart Associates
New York
– -$295K -2,317 Closed
SCA
983
Snowden Capital Advisors
New York
– -$273K -2,160 Closed
SG
984
StoneX Group
New York
– -$267K -2,109 Closed
DC
985
Davenport & Co
Virginia
– -$250K -1,977 Closed
BA
986
Bristlecone Advisors
Washington
– -$232K -1,832 Closed
SB
987
Simmons Bank
Arkansas
– -$232K -1,830 Closed
PPCM
988
Pillar Pacific Capital Management
California
– -$227K -1,796 Closed
GFP
989
Gryphon Financial Partners
Ohio
– -$226K -1,784 Closed
FAT
990
First American Trust
California
– -$225K -1,780 Closed
Kovitz Investment Group Partners
991
Kovitz Investment Group Partners
Illinois
– -$225K -1,780 Closed
RIA
992
Regal Investment Advisors
Michigan
– -$223K -1,758 Closed
CCM
993
Chilton Capital Management
Texas
– -$215K -1,700 Closed
BAC
994
Boys Arnold & Co
North Carolina
– -$214K -1,687 Closed
LSAG
995
Lake Street Advisors Group
New Hampshire
– -$214K -1,687 Closed
CSIC
996
Clifford Swan Investment Counsel
California
– -$213K -1,685 Closed
APP
997
Avantax Planning Partners
Iowa
– -$212K -1,678 Closed
NIA
998
Northstar Investment Advisors
Colorado
– -$212K -1,671 Closed
RCA
999
Rex Capital Advisors
Rhode Island
– -$210K -1,657 Closed
CCM
1000
Condor Capital Management
New Jersey
– -$210K -1,655 Closed
38 39
40
41 42