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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.

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
1
Financial Engines Advisors
California
$1.99B
2
Bank of America
2
Bank of America
North Carolina
$5.21B
3
American Century Companies
3
American Century Companies
Missouri
$708M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.7B
5
KPAG
5
KLS Professional Advisors Group
New York
$250M

Top Sellers

1
EFS
1
Edelman Financial Services
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$580M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
TF
4
TIAA FSB
Florida
$634M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$28.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.21B 46,902,672 +9,228,967 +24%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.99B 17,940,176 +17,940,176 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.7B 15,330,409 +2,328,742 +18%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.42B 12,875,475 -140,954 -1%
Goldman Sachs
5
Goldman Sachs
New York
$1.26B 11,327,208 +1,086,101 +11%
Morgan Stanley
6
Morgan Stanley
New York
$1.02B 9,159,559 +1,303,896 +17%
American Century Companies
7
American Century Companies
Missouri
$708M 6,373,782 +3,134,017 +97%
UBS Group
8
UBS Group
Switzerland
$647M 5,830,154 +395,387 +7%
TF
9
TIAA FSB
Florida
$634M 5,712,296 -458,226 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$580M 5,220,851 -13,863,764 -73%
Wells Fargo
11
Wells Fargo
California
$566M 5,092,655 +763,851 +18%
RJA
12
Raymond James & Associates
Florida
$465M 4,189,496 +727,974 +21%
BlackRock
13
BlackRock
New York
$378M 3,402,531 +1,477,689 +77%
SF
14
Synovus Financial
Georgia
$366M 3,299,362 -52,829 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$365M 3,288,942 +299,620 +10%
Citigroup
16
Citigroup
New York
$353M 3,176,299 -67,644 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$351M 3,157,264 +17,356 +0.6%
SB
18
Suntrust Banks
Georgia
$301M 2,706,051 +128,643 +5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$267M 2,401,209 -44,684 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$257M 2,310,073 +1,183,148 +105%
KPAG
21
KLS Professional Advisors Group
New York
$250M 2,251,146 +2,243,209 +28,263%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$227M 2,044,956 +1,139,393 +126%
M&T Bank
23
M&T Bank
New York
$218M 1,964,998 -178,995 -8%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$217M 1,954,122 +49,255 +3%
LPL Financial
25
LPL Financial
California
$204M 1,833,910 +245,439 +15%
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