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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 %
WSFS
151
Wilmington Savings Fund Society
Delaware
$10.1M +$296K +2,336 +3%
FNBOO
152
First National Bank of Omaha
Nebraska
$10M +$19K +150 +0.2%
MWAC
153
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.91M +$889K +7,020 +10%
VanEck Associates
154
VanEck Associates
New York
$9.77M +$634K +5,007 +7%
GMA
155
Goldstein Munger & Associates
California
$9.43M – – –
HSA
156
HBK Sorce Advisory
Pennsylvania
$9.2M -$182K -1,435 -2%
CI
157
Cambiar Investors
Colorado
$9.18M -$2.9M -22,885 -24%
FHA
158
First Horizon Advisors
Tennessee
$9.14M +$1.8M +14,219 +25%
BSW
159
Buckingham Strategic Wealth
Missouri
$8.96M -$189K -1,493 -2%
IA
160
IFG Advisory
Georgia
$8.89M +$259K +1,624 +3%
SFM
161
Signet Financial Management
New Jersey
$8.82M -$338K -2,668 -4%
CS
162
Credit Suisse
Switzerland
$8.65M -$14.7M -115,754 -63%
GT
163
Glenmede Trust
Pennsylvania
$8.61M +$8.61M +67,968 New
SBH
164
Segall Bryant & Hamill
Illinois
$8.52M +$89.8K +709 +1%
WPSG
165
Wealth & Pension Services Group
Georgia
$8.36M -$272K -2,151 -3%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$8.29M -$280K -2,210 -3%
FAAS
167
First Allied Advisory Services
California
$8.17M -$237K -1,873 -3%
UB
168
UMB Bank
Missouri
$8.12M +$446K +3,525 +6%
OAM
169
Oppenheimer Asset Management
New York
$8.1M -$470K -3,716 -5%
GH
170
GAM Holding
Switzerland
$8.09M – – –
Aristotle Capital Management
171
Aristotle Capital Management
California
$8.04M -$119K -943 -1%
PSUF
172
People's United Financial
Connecticut
$7.97M -$280K -2,214 -3%
UWPG
173
Ullmann Wealth Partners Group
Florida
$7.89M -$82.6K -652 -1%
BF
174
BOK Financial
Oklahoma
$7.78M +$371K +2,932 +5%
RIS
175
Retirement Income Solutions
Michigan
$7.55M -$28.1K -222 -0.4%
5 6
7
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