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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 %
VFA
201
Valeo Financial Advisors
Indiana
$5.66M +$220K +1,832 +4%
CWM
202
Cahaba Wealth Management
Georgia
$5.54M -$413K -3,248 -7%
PCG
203
Private Capital Group
Connecticut
$5.48M +$2.8K +22 +0.1%
BAMG
204
Brand Asset Management Group
Missouri
$5.42M -$31.3K -247 -0.6%
DW
205
Domani Wealth
Pennsylvania
$5.39M +$15.4K +122 +0.3%
LFG
206
LifePlan Financial Group
Ohio
$5.24M -$20K -158 -0.4%
CCWA
207
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.23M -$359K -2,838 -6%
IWA
208
Independence Wealth Advisors
Virginia
$5.22M -$26.1K -206 -0.5%
1IA
209
1834 Investment Advisors
Wisconsin
$5.19M -$33.7K -266 -0.6%
WAM
210
Wolverine Asset Management
Illinois
$5.17M +$3.89M +30,701 +303%
WTC
211
WhitTier Trust Company
Nevada
$5.13M +$700K +5,529 +16%
SIM
212
Strategic Investment Management
Virginia
$5.03M -$3.99M -31,540 -44%
ABC
213
Associated Banc-Corp
Wisconsin
$5.02M -$7.34K -58 -0.1%
TA
214
Tiedemann Advisors
New York
$4.9M -$77.4K -607 -2%
WT
215
Whittier Trust
California
$4.89M +$36.7K +290 +0.8%
EC
216
Estate Counselors
Wisconsin
$4.76M +$8.86K +70 +0.2%
SCG
217
Sonata Capital Group
Washington
$4.71M +$30.5K +241 +0.7%
SWM
218
Strategic Wealth Management
Washington
$4.69M +$4.69M +37,019 New
IWM
219
IHT Wealth Management
Illinois
$4.68M +$77.1K +609 +2%
LWA
220
Lenox Wealth Advisors
New York
$4.66M +$226K +1,785 +5%
BI
221
Ballast Inc
Kentucky
$4.64M +$522K +4,096 +13%
AW
222
ACG Wealth
Georgia
$4.53M +$760 +6 +0%
FCBT
223
First Citizens Bank & Trust
North Carolina
$4.41M -$105K -828 -2%
CB
224
Community Bank
New York
$4.36M -$2.03K -16 -0%
BPCE
225
Bank Pictet & Cie (Europe)
Germany
$4.29M +$4.29M +33,875 New
7 8
9
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