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iShares Russell 1000 Value ETF
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Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$309M
2
SW
SVB Wealth
Massachusetts
+$295M
3
Bank of America
Bank of America
North Carolina
+$81.3M
4
PAS
Park Avenue Securities
New York
+$47.1M
5
BlackRock
BlackRock
New York
+$42.7M

Top Sellers

1
Citigroup
Citigroup
New York
-$2.52B
2
PWPCM
Perella Weinberg Partners Capital Management
New York
-$90.7M
3
American Century Companies
American Century Companies
Missouri
-$77.6M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$67.3M
5
Wells Fargo
Wells Fargo
California
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NNP
251
Nachman Norwood & Parrott
South Carolina
$4.23M -$154K -1,204 -4%
BFM
252
Broadview Financial Management
Wisconsin
$4.22M -$158K -1,229 -4%
HB
253
Homrich & Berg
Georgia
$4.15M +$132K +1,031 +3%
CC
254
Cassaday & Co
Virginia
$4.14M -$274K -2,137 -6%
TWM
255
Tolleson Wealth Management
Texas
$4.13M +$4.13M +32,184 New
AIA
256
Arbor Investment Advisors
North Carolina
$4.06M -$157K -1,225 -4%
MA
257
MUFG Americas
New York
$4.05M -$324K -2,524 -7%
BA
258
Boston Advisors
Massachusetts
$4.01M -$35.4K -276 -0.9%
BOS
259
Bingham Osborn & Scarborough
California
$4M -$16.9K -132 -0.4%
DPI
260
Diversified Portfolios Inc
Michigan
$3.94M -$51.9K -405 -1%
PO
261
Private Ocean
California
$3.92M +$70.8K +552 +2%
CGL
262
Clarius Group LLC
Washington
$3.87M – – –
Kayne Anderson Rudnick Investment Management
263
Kayne Anderson Rudnick Investment Management
California
$3.79M -$460K -3,581 -11%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$3.78M +$105K +818 +3%
HR
265
Hardy Reed
Mississippi
$3.76M – – –
BAM
266
Berkshire Asset Management
Pennsylvania
$3.66M -$163K -1,268 -4%
JFG
267
JMG Financial Group
Illinois
$3.59M -$18.5K -144 -0.5%
KAH
268
Kathryn A. Hall
$3.58M – – –
MAS
269
Managed Account Services
Florida
$3.56M -$160K -1,258 -4%
MWM
270
Mission Wealth Management
California
$3.53M +$97.5K +760 +3%
HFP
271
Holistic Financial Partners
Indiana
$3.53M -$147K -1,148 -4%
AC
272
Avestar Capital
New York
$3.52M -$126K -980 -3%
A
273
AdvicePeriod
California
$3.5M +$467K +3,642 +15%
Capital Fund Management (CFM)
274
Capital Fund Management (CFM)
France
$3.44M +$1.16M +9,034 +51%
OWM
275
Opes Wealth Management
California
$3.44M -$7.06K -55 -0.2%
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