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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 %
NL
176
NWAM LLC
Washington
$7.5M +$702K +5,546 +10%
PWM
177
Paulson Wealth Management
Illinois
$7.18M +$808K +6,718 +13%
TL
178
TrueWealth LLC
Georgia
$7.14M +$455K +3,596 +7%
BC
179
Brinker Capital
Pennsylvania
$6.93M -$388K -3,066 -5%
NYLIM
180
New York Life Investment Management
New York
$6.83M -$2.35M -18,586 -26%
BAAM
181
Baker Avenue Asset Management
California
$6.75M +$27.1K +214 +0.4%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$6.75M +$2.25M +17,800 +50%
Squarepoint
183
Squarepoint
New York
$6.6M +$4.29M +33,876 +186%
AT
184
Arden Trust
Delaware
$6.48M -$212K -1,671 -3%
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$6.42M -$15.6K -123 -0.2%
Citadel Advisors
186
Citadel Advisors
Florida
$6.38M +$3.13M +24,719 +96%
Fiera Capital (Canada)
187
Fiera Capital (Canada)
Quebec, Canada
$6.27M +$10.1K +80 +0.2%
OFG
188
Oxford Financial Group
Indiana
$6.25M -$64.4K -509 -1%
IAA
189
Ironsides Asset Advisors
North Carolina
$6.22M – – –
IA
190
IndexIQ Advisors
New York
$6.12M +$6.02M +47,538 +6,296%
AG
191
Appleton Group
Wisconsin
$6.1M +$1.43M +11,302 +31%
HCMT
192
Highland Capital Management (Tennessee)
Tennessee
$6.06M +$635K +5,014 +12%
FA
193
FC Advisory
Pennsylvania
$6.02M -$238K -1,881 -4%
AMG
194
Asset Management Group
Connecticut
$5.98M -$9.88K -78 -0.2%
NA
195
NextCapital Advisers
Illinois
$5.95M -$36.4M -287,139 -86%
PPA
196
Parametric Portfolio Associates
Washington
$5.9M +$1.05M +8,285 +22%
BTS
197
BB&T Securities
Virginia
$5.86M -$969K -7,650 -14%
SEI Investments
198
SEI Investments
Pennsylvania
$5.82M -$39.1M -308,700 -87%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$5.76M -$54.2K -428 -0.9%
SPL
200
Smart Portfolios LLC
Washington
$5.7M +$5.7M +45,051 New
6 7
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