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iShares Russell 1000 Value ETF
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Overview Fund Activity

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$574M
2
Ameriprise
2
Ameriprise
Minnesota
$152M
3
Bank of America
3
Bank of America
North Carolina
$4.47B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.23B
5
SHGA
5
Sand Hill Global Advisors
California
$53.1M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.52M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$299M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$0
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$213M
5
TA
5
Teachers Advisors
New York
$79.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.47B 36,850,522 +615,511 +2%
EFS
2
Edelman Financial Services
Virginia
$2.14B 17,622,229 +318,162 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.63B 13,410,873 -309,560 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.6B 13,175,603 -209,498 -2%
Goldman Sachs
5
Goldman Sachs
New York
$1.23B 10,105,593 +493,156 +5%
TF
6
TIAA FSB
Florida
$911M 7,505,702 +224,960 +3%
Morgan Stanley
7
Morgan Stanley
New York
$889M 7,324,596 -9,888 -0.1%
UBS Group
8
UBS Group
Switzerland
$633M 5,213,837 +123,407 +2%
American Century Companies
9
American Century Companies
Missouri
$574M 4,732,884 +980,725 +26%
Wells Fargo
10
Wells Fargo
California
$529M 4,359,780 -283,327 -6%
RJA
11
Raymond James & Associates
Florida
$408M 3,361,871 -86,878 -3%
SF
12
Synovus Financial
Georgia
$399M 3,285,430 +78,364 +2%
Citigroup
13
Citigroup
New York
$388M 3,193,614 +99,304 +3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$372M 3,062,802 +293,250 +11%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$366M 3,011,663 -102,733 -3%
SB
16
Suntrust Banks
Georgia
$319M 2,627,915 -152,317 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$299M 2,463,668 -1,157,635 -32%
M&T Bank
18
M&T Bank
New York
$295M 2,430,452 +12,312 +0.5%
BlackRock
19
BlackRock
New York
$244M 2,006,684 -8,731 -0.4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$240M 1,973,749 +309 +0%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$213M 1,758,700 -704,100 -29%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$192M 1,585,918 +16,878 +1%
LPL Financial
23
LPL Financial
California
$188M 1,545,377 +41,376 +3%
SLI
24
Symetra Life Insurance
Washington
$164M 1,347,957 – –
VOYA Investment Management
25
VOYA Investment Management
Georgia
$163M 1,339,995 -59,819 -4%
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