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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 %
TC
176
Telemus Capital
Michigan
$9.72M +$230K +2,073 +2%
RJT
177
Raymond James Trust
Florida
$9.56M +$307K +2,761 +3%
BCM
178
BTC Capital Management
Iowa
$9.54M +$6.67M +60,060 +232%
TA
179
TCG Advisors
Texas
$9.37M +$9.37M +84,356 New
EWA
180
EP Wealth Advisors
California
$9.31M +$9.1M +81,947 +4,329%
CG
181
Colony Group
Massachusetts
$9.21M +$7.87M +70,884 +588%
AL
182
Aspiriant LLC
California
$9.15M -$149K -1,341 -2%
AL
183
AJO LP
Pennsylvania
$9.15M +$9.15M +82,348 New
GH
184
GAM Holding
Switzerland
$8.94M +$1.84M +16,600 +26%
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$8.89M +$3.26M +29,349 +58%
WSFS
186
Wilmington Savings Fund Society
Delaware
$8.82M -$46.3K -417 -0.5%
BF
187
BOK Financial
Oklahoma
$8.81M +$1.98M +17,812 +29%
FNBOO
188
First National Bank of Omaha
Nebraska
$8.7M -$91.6K -825 -1%
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$8.62M -$12.6M -113,098 -59%
ACA
190
Anchor Capital Advisors
Massachusetts
$8.31M +$6.87M +61,877 +477%
Two Sigma Investments
191
Two Sigma Investments
New York
$8.28M -$9.18M -82,664 -53%
Eagle Capital Management (New York)
192
Eagle Capital Management (New York)
New York
$8.2M +$8.2M +73,828 New
FHA
193
First Horizon Advisors
Tennessee
$8.12M +$105K +944 +1%
TL
194
TrueWealth LLC
Georgia
$7.98M +$1.72M +15,504 +27%
HW
195
Hancock Whitney
Mississippi
$7.79M +$6.63M +59,693 +571%
ICMP
196
Integrated Capital Management (Pennsylvania)
Pennsylvania
$7.76M +$7.76M +69,892 New
BSW
197
Buckingham Strategic Wealth
Missouri
$7.7M -$159K -1,429 -2%
SWMG
198
Sanchez Wealth Management Group
Florida
$7.61M -$3.81M -34,343 -33%
SFM
199
Signet Financial Management
New Jersey
$7.53M -$204K -1,836 -3%
CSM
200
CAMG Solamere Management
North Carolina
$7.53M +$5.43M +48,921 +259%
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