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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
American Century Companies
Missouri
$574M
2
Ameriprise
Ameriprise
Minnesota
$152M
3
Bank of America
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
Goldman Sachs
New York
$1.23B
5
SHGA
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
William Blair Investment Management
Illinois
$213M
5
TA
Teachers Advisors
New York
$79.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
151
New York Life Investment Management
New York
$8.8M -$9.55M -78,680 -52%
SFM
152
Signet Financial Management
New Jersey
$8.78M -$174K -1,434 -2%
BSW
153
Buckingham Strategic Wealth
Missouri
$8.77M +$264K +2,175 +3%
VanEck Associates
154
VanEck Associates
New York
$8.75M +$3.09M +25,475 +55%
SIM
155
Strategic Investment Management
Virginia
$8.65M – – –
MWAC
156
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.64M -$916K -7,550 -10%
CWA
157
Clarus Wealth Advisors
Arizona
$8.44M – – –
Jane Street
158
Jane Street
New York
$8.43M -$8.66M -71,310 -51%
WPSG
159
Wealth & Pension Services Group
Georgia
$8.27M +$8.27M +68,163 New
OAM
160
Oppenheimer Asset Management
New York
$8.22M -$5.71K -47 -0.1%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$8.22M +$280K +2,305 +4%
IA
162
IFG Advisory
Georgia
$8.2M -$289K -1,904 -3%
SBH
163
Segall Bryant & Hamill
Illinois
$8.08M +$8.08M +66,563 New
FAAS
164
First Allied Advisory Services
California
$8.06M +$281K +2,314 +4%
PSUF
165
People's United Financial
Connecticut
$7.91M -$451K -3,716 -5%
Aristotle Capital Management
166
Aristotle Capital Management
California
$7.82M -$14.8K -122 -0.2%
GH
167
GAM Holding
Switzerland
$7.76M – – –
UWPG
168
Ullmann Wealth Partners Group
Florida
$7.64M -$86.5K -713 -1%
UB
169
UMB Bank
Missouri
$7.36M -$50.6K -417 -0.7%
RIS
170
Retirement Income Solutions
Michigan
$7.27M +$625K +5,151 +9%
JP
171
Jana Partners
New York
$7.11M +$7.11M +58,569 New
BF
172
BOK Financial
Oklahoma
$7.11M +$279K +2,302 +4%
FHA
173
First Horizon Advisors
Tennessee
$7.04M +$267K +2,203 +4%
BC
174
Brinker Capital
Pennsylvania
$7.02M +$471K +3,884 +7%
BTS
175
BB&T Securities
Virginia
$6.55M +$2M +16,508 +44%
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