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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
+$1.02B
3
American Century Companies
American Century Companies
Missouri
+$348M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$259M
5
KPAG
KLS Professional Advisors Group
New York
+$249M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.54B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$106M
3
TF
TIAA FSB
Florida
-$50.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
201
Washington Trust Bank
Washington
$7.53M +$6.89M +62,002 +1,078%
Millennium Management
202
Millennium Management
New York
$7.47M -$4.47M -40,206 -37%
Cerity Partners
203
Cerity Partners
New York
$7.47M +$6.68M +60,156 +844%
RIS
204
Retirement Income Solutions
Michigan
$7.36M +$739K +6,650 +11%
GMA
205
Goldstein Munger & Associates
California
$7.36M -$914K -8,233 -11%
IA
206
IFG Advisory
Georgia
$7.28M +$584K +4,858 +9%
FAAS
207
First Allied Advisory Services
California
$7.02M -$157K -1,410 -2%
VanEck Associates
208
VanEck Associates
New York
$6.99M -$1.58M -14,207 -18%
SBH
209
Segall Bryant & Hamill
Illinois
$6.95M -$520K -4,684 -7%
SCP
210
Seizert Capital Partners
Michigan
$6.89M +$6.89M +62,000 New
UWPG
211
Ullmann Wealth Partners Group
Florida
$6.81M -$106K -953 -2%
PPA
212
Parametric Portfolio Associates
Washington
$6.67M +$1.5M +13,464 +29%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$6.56M -$711K -6,406 -10%
BPWA
214
Beacon Pointe Wealth Advisors
California
$6.56M +$6.56M +59,044 New
FCBT
215
First Citizens Bank & Trust
North Carolina
$6.41M +$2.54M +22,884 +66%
NL
216
NWAM LLC
Washington
$6.21M -$362K -3,258 -6%
MWP
217
MYCIO Wealth Partners
Pennsylvania
$6.17M +$4.19M +37,898 +211%
SG Americas Securities
218
SG Americas Securities
New York
$6.15M -$12.1M -108,702 -66%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$6.13M +$4.87M +43,875 +388%
CPIG
220
Chicago Partners Investment Group
Illinois
$5.96M +$5.94M +51,716 +34,709%
NYLIM
221
New York Life Investment Management
New York
$5.94M -$51.3K -462 -0.9%
CS
222
Credit Suisse
Switzerland
$5.89M -$1.7M -15,316 -22%
NIS
223
National Investment Services
Wisconsin
$5.76M +$5.76M +51,836 New
BAAM
224
Baker Avenue Asset Management
California
$5.75M -$172K -1,549 -3%
CC
225
Cassaday & Co
Virginia
$5.68M +$5.36M +48,282 +1,690%
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