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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 %
I
126
IberiaBank
Louisiana
$13.9M +$8.35M +65,935 +149%
CAL
127
Capital Advisors Ltd
Ohio
$13.9M -$162K -1,282 -1%
FSA
128
Financial Sense Advisors
California
$13.9M -$284K -2,239 -2%
Millennium Management
129
Millennium Management
New York
$13.6M +$6.9M +54,506 +103%
JIC
130
Johnson Investment Counsel
Ohio
$13.3M -$293K -2,318 -2%
QIM
131
Quest Investment Management
Oregon
$13.2M +$253K +1,995 +2%
SWMG
132
Sanchez Wealth Management Group
Florida
$13.1M +$136K +1,068 +1%
PI
133
PineBridge Investments
New York
$12.9M +$9.12M +72,040 +241%
ANTB
134
AMG National Trust Bank
Colorado
$12.6M -$72.8K -575 -0.6%
MPM
135
Meritage Portfolio Management
Kansas
$12.4M +$2.76M +21,814 +29%
GIA
136
GHP Investment Advisors
Colorado
$12.4M -$366K -2,889 -3%
IA
137
IFP Advisors
Florida
$12.4M +$220K +1,735 +2%
GW
138
GW & Wade
Massachusetts
$12.2M -$253K -2,000 -2%
EWM
139
Evercore Wealth Management
New York
$12M +$194K +1,535 +2%
BPB
140
Badgley, Phelps & Bell
Washington
$11.6M +$498K +3,932 +4%
Comerica Bank
141
Comerica Bank
Texas
$11.4M +$714K +5,936 +7%
GIM
142
Goelzer Investment Management
Indiana
$11.3M +$534K +4,214 +5%
NA
143
Nottingham Advisors
New York
$11.2M -$1.81M -14,194 -14%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$11.2M +$377K +2,974 +3%
HS
145
Horan Securities
United States
$11M +$178K +1,461 +2%
TC
146
Telemus Capital
Michigan
$10.8M +$1.56M +12,298 +17%
AL
147
Aspiriant LLC
California
$10.6M -$5.32K -42 -0.1%
RJT
148
Raymond James Trust
Florida
$10.5M +$1.21M +9,558 +13%
TAIM
149
TD Ameritrade Investment Management
Nebraska
$10.3M -$162K -1,276 -2%
V
150
Veritable
Delaware
$10.2M – – –
4 5
6
7 8