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

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$410M
2
TF
TIAA FSB
Florida
$781M
3
FCI
Financial Counselors Inc
Kansas
$16.2M
4
TA
Teachers Advisors
New York
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
101
Two Sigma Investments
New York
$19.9M +$16.9M +133,599 +565%
I2I
102
Insight 2811 Inc
Illinois
$19M +$2.98M +23,501 +19%
FIMS
103
FBL Investment Management Services
Iowa
$18.9M +$15.4M +128,665 +444%
MAM
104
Marquette Asset Management
Minnesota
$18.8M -$81.2K -641 -0.4%
HMC
105
Higher Moment Capital
Massachusetts
$18.5M +$18.5M +146,351 New
MBT
106
Montecito Bank & Trust
California
$18.1M +$4.58M +36,137 +34%
CA
107
Cetera Advisors
Colorado
$18M +$3.32M +26,258 +23%
SWM
108
Segment Wealth Management
Texas
$17.7M +$326K +2,577 +2%
UCFA
109
United Capital Financial Advisors
Texas
$17.5M -$719K -5,681 -4%
CAM
110
Crestone Asset Management
Colorado
$17.3M -$1.39M -11,006 -7%
FCI
111
Financial Counselors Inc
Kansas
$16.2M -$131M -1,037,448 -89%
NSLI
112
Nan Shan Life Insurance
Taiwan
$16M +$16M +126,575 New
William Blair & Company
113
William Blair & Company
Illinois
$16M +$3.89M +30,757 +32%
Loomis, Sayles & Company
114
Loomis, Sayles & Company
Massachusetts
$15.8M +$15.8M +124,926 New
MCM
115
MV Capital Management
Maryland
$15.4M -$413K -3,262 -3%
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$14.7M +$10.6M +84,098 +261%
FB
117
Fulton Bank
Pennsylvania
$14.6M -$466K -3,682 -3%
LNC
118
Lincoln National Corp
Pennsylvania
$14.5M +$782K +6,173 +6%
EIC
119
Equity Investment Corp
Georgia
$14.5M +$4.7M +37,140 +48%
IA
120
Independence Advisors
Pennsylvania
$14.4M -$125K -984 -0.9%
CWA
121
Clarus Wealth Advisors
Arizona
$14.4M +$5.47M +43,185 +61%
MCM
122
MAI Capital Management
Ohio
$14.3M +$570K +4,498 +4%
PA
123
Prism Advisors
California
$14.3M +$2.8M +23,104 +24%
SAM
124
Silvercrest Asset Management
New York
$14.2M -$3.99M -31,540 -22%
UBS AM
125
UBS AM
Illinois
$14M -$20.2M -159,591 -59%
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5
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