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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 %
PA
101
Parkside Advisors
California
$19.4M -$385K -3,168 -2%
PFBT
102
Parkside Financial Bank & Trust
Missouri
$19.3M +$799K +6,586 +4%
RFC
103
Regions Financial Corp
Alabama
$18.6M -$968K -7,971 -5%
MAM
104
Marquette Asset Management
Minnesota
$18.1M -$67.5K -556 -0.4%
CAM
105
Crestone Asset Management
Colorado
$17.9M -$371K -3,057 -2%
SAM
106
Silvercrest Asset Management
New York
$17.5M +$435K +3,580 +3%
UCFA
107
United Capital Financial Advisors
Texas
$17.5M +$17.5K +144 +0.1%
SWM
108
Segment Wealth Management
Texas
$16.7M +$423K +3,481 +3%
AG
109
Advisor Group
Arizona
$16.3M -$1.1M -9,051 -6%
I2I
110
Insight 2811 Inc
Illinois
$15.4M +$573K +4,719 +4%
MCM
111
MV Capital Management
Maryland
$15.2M -$202K -1,666 -1%
FB
112
Fulton Bank
Pennsylvania
$14.4M -$1.8M -14,800 -11%
FCI
113
Financial Counselors Inc
Kansas
$14.1M +$12.7M +1,048,313 +896%
CA
114
Cetera Advisors
Colorado
$14.1M -$267K -2,199 -2%
IA
115
Independence Advisors
Pennsylvania
$14M -$191K -1,573 -1%
CG
116
Corundum Group
Colorado
$13.8M -$19.5K -161 -0.1%
FSA
117
Financial Sense Advisors
California
$13.6M -$3.52M -29,006 -21%
CAL
118
Capital Advisors Ltd
Ohio
$13.5M +$163K +1,346 +1%
MCM
119
MAI Capital Management
Ohio
$13.2M +$1.18M +9,729 +10%
LNC
120
Lincoln National Corp
Pennsylvania
$13.2M -$41.6K -343 -0.3%
JIC
121
Johnson Investment Counsel
Ohio
$13M +$247K +2,031 +2%
MBT
122
Montecito Bank & Trust
California
$13M -$565K -4,652 -4%
NA
123
Nottingham Advisors
New York
$12.5M +$1.54M +12,593 +14%
PAG
124
Private Advisor Group
New Jersey
$12.4M -$1.78M -14,670 -13%
QIM
125
Quest Investment Management
Oregon
$12.4M -$174K -1,430 -1%
3 4
5
6 7