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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
$5.21B
3
American Century Companies
American Century Companies
Missouri
$708M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$580M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
TF
TIAA FSB
Florida
$634M
4
AllianceBernstein
AllianceBernstein
Tennessee
$28.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
101
Boston Partners
Massachusetts
$23.4M +$23.2M +208,834 +9,437%
MIAN
102
Mariner Independent Advisor Network
Kansas
$23.4M -$410K -3,595 -2%
LFWA
103
LBJ Family Wealth Advisors
Texas
$23.2M +$631K +5,680 +3%
RFC
104
Regions Financial Corp
Alabama
$23M +$2.16M +19,480 +10%
JRP
105
Jasper Ridge Partners
California
$22M – – –
CA
106
Calton & Associates
Florida
$21.8M -$639K -5,758 -3%
BC
107
Brinker Capital
Pennsylvania
$21.7M +$15.6M +140,674 +257%
UCFA
108
United Capital Financial Advisors
Texas
$20.6M +$5.27M +47,455 +34%
PA
109
Parkside Advisors
California
$20.5M +$2.97M +26,736 +17%
CAM
110
Crestone Asset Management
Colorado
$20.5M +$5.38M +48,467 +36%
AG
111
Advisor Group
Arizona
$20.3M +$2.8M +25,227 +16%
Comerica Bank
112
Comerica Bank
Texas
$19.7M +$8.54M +72,565 +77%
PFBT
113
Parkside Financial Bank & Trust
Missouri
$19.7M +$1M +9,049 +5%
FAM
114
Flaharty Asset Management
Florida
$19.5M -$328K -2,955 -2%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$19.2M +$899K +8,100 +5%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$19M +$207K +1,865 +1%
QI
117
QS Investors
New York
$19M -$2.7M -24,305 -12%
AF
118
Advisornet Financial
Minnesota
$18.8M -$897K -8,081 -5%
BPB
119
Badgley, Phelps & Bell
Washington
$18.8M +$8.63M +77,699 +85%
PFP
120
Pinnacle Financial Partners
Tennessee
$18.6M +$65.7K +592 +0.4%
ECG
121
Edge Capital Group
Georgia
$18.5M +$18.5M +166,311 New
Macquarie Group
122
Macquarie Group
Australia
$18.3M +$18.3M +164,460 +106,103%
IIC
123
Integrated Investment Consultants
Michigan
$18.2M -$570K -5,129 -3%
TG
124
TCW Group
California
$17.4M +$17.4M +156,386 New
CA
125
Cetera Advisors
Colorado
$17.3M +$1.48M +13,340 +9%
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5
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