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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.

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
1
Envestnet Asset Management
Illinois
$2.42B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$115M
3
Bank of America
3
Bank of America
North Carolina
$4.77B
4
Morgan Stanley
4
Morgan Stanley
New York
$995M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$241M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$410M
2
TF
2
TIAA FSB
Florida
$781M
3
FCI
3
Financial Counselors Inc
Kansas
$16.2M
4
TA
4
Teachers Advisors
New York
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$62.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.77B 37,673,705 +823,183 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.42B 19,084,615 +17,110,866 +867%
EFS
3
Edelman Financial Services
Virginia
$2.26B 17,839,471 +217,242 +1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.65B 13,016,429 -394,444 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.65B 13,001,667 -173,936 -1%
Goldman Sachs
6
Goldman Sachs
New York
$1.3B 10,241,107 +135,514 +1%
Morgan Stanley
7
Morgan Stanley
New York
$995M 7,855,663 +531,067 +7%
TF
8
TIAA FSB
Florida
$781M 6,170,522 -1,335,180 -18%
UBS Group
9
UBS Group
Switzerland
$688M 5,434,767 +220,930 +4%
Wells Fargo
10
Wells Fargo
California
$548M 4,328,804 -30,976 -0.7%
RJA
11
Raymond James & Associates
Florida
$438M 3,461,522 +99,651 +3%
SF
12
Synovus Financial
Georgia
$424M 3,352,191 +66,761 +2%
Citigroup
13
Citigroup
New York
$411M 3,243,943 +50,329 +2%
American Century Companies
14
American Century Companies
Missouri
$410M 3,239,765 -1,493,119 -32%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$399M 3,139,908 +77,106 +3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$379M 2,989,322 -22,341 -0.7%
SB
17
Suntrust Banks
Georgia
$326M 2,577,408 -50,507 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$310M 2,445,893 -17,775 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$306M 1,183,476 -64,924 -5%
M&T Bank
20
M&T Bank
New York
$271M 2,143,993 -286,459 -12%
BlackRock
21
BlackRock
New York
$244M 1,924,842 -81,842 -4%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$241M 1,904,867 +318,949 +20%
LPL Financial
23
LPL Financial
California
$201M 1,588,471 +43,094 +3%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$193M 1,528,000 -230,700 -13%
CB
25
Commerce Bank
Missouri
$165M 1,304,989 -30,433 -2%
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