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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 %
PSUF
126
People's United Financial
Connecticut
$16.8M +$9.78M +88,086 +140%
MBT
127
Montecito Bank & Trust
California
$16.8M +$895K +8,060 +6%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$16.7M +$16.7M +150,000 New
SAM
129
Silvercrest Asset Management
New York
$16.5M +$4.07M +36,645 +33%
HCC
130
Hirtle Callaghan & Co
Pennsylvania
$16.4M -$7.93M -71,378 -33%
MAM
131
Marquette Asset Management
Minnesota
$16.2M -$291K -2,622 -2%
FCI
132
Financial Counselors Inc
Kansas
$15.9M +$1.71M +15,360 +12%
RhumbLine Advisers
133
RhumbLine Advisers
Massachusetts
$15.6M +$2.73M +24,600 +21%
MCM
134
MAI Capital Management
Ohio
$15.6M +$3.02M +27,193 +24%
GLA
135
Great Lakes Advisors
Illinois
$15M +$14.4M +129,794 +2,345%
IA
136
IndexIQ Advisors
New York
$14.8M +$9.45M +85,077 +176%
BTS
137
BB&T Securities
Virginia
$14.6M +$9.46M +85,175 +184%
SWP
138
Stratos Wealth Partners
Ohio
$14.1M -$9.1M -81,959 -39%
NSLI
139
Nan Shan Life Insurance
Taiwan
$14.1M – – –
LNC
140
Lincoln National Corp
Pennsylvania
$13.8M +$1.09M +9,777 +9%
Loomis, Sayles & Company
141
Loomis, Sayles & Company
Massachusetts
$13.8M -$68.1K -613 -0.5%
TAIM
142
TD Ameritrade Investment Management
Nebraska
$13.7M +$4.69M +42,213 +52%
FB
143
Fulton Bank
Pennsylvania
$13.5M +$647K +5,825 +5%
MCM
144
MV Capital Management
Maryland
$13.4M -$138K -1,241 -1%
IA
145
Independence Advisors
Pennsylvania
$13.3M +$639K +5,752 +5%
PWM
146
Paulson Wealth Management
Illinois
$13.2M +$6.2M +52,963 +89%
Kayne Anderson Rudnick Investment Management
147
Kayne Anderson Rudnick Investment Management
California
$12.9M +$9.71M +87,487 +305%
I
148
IberiaBank
Louisiana
$12.9M +$651K +5,863 +5%
CG
149
Corundum Group
Colorado
$12.7M +$12.7M +114,792 New
I2I
150
Insight 2811 Inc
Illinois
$12.6M -$4.1M -36,947 -25%
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