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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.36B
2
BlackRock
BlackRock
New York
$502M
3
Truist Financial
Truist Financial
North Carolina
$271M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$768M
5
Stifel Financial
Stifel Financial
Missouri
$201M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$509M
2
M&T Bank
M&T Bank
New York
$0
3
JRP
Jasper Ridge Partners
California
$387M
4
Axa
Axa
France
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
276
Comerica Securities
Michigan
$4.79M -$1.14M -8,382 -19%
AT
277
Arden Trust
Delaware
$4.79M -$35.9K -263 -0.7%
CSM
278
CAMG Solamere Management
North Carolina
$4.76M +$1.16M +8,515 +32%
Franklin Resources
279
Franklin Resources
California
$4.72M – – –
BPCE
280
Bank Pictet & Cie (Europe)
Germany
$4.62M – – –
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$4.59M +$561K +4,107 +14%
MPM
282
Meritage Portfolio Management
Kansas
$4.57M -$8.41M -61,655 -65%
ACA
283
Affinity Capital Advisors
California
$4.55M +$4.55M +33,305 New
HIMCH
284
Hartford Investment Management Co (HIMCO)
Connecticut
$4.53M +$3.57M +26,180 +374%
IP
285
Investment Partners
Ohio
$4.53M -$237K -1,739 -5%
NNP
286
Nachman Norwood & Parrott
South Carolina
$4.49M -$10.8K -79 -0.2%
PRWA
287
Platte River Wealth Advisors
Colorado
$4.48M +$4.48M +33,556 New
BFM
288
Broadview Financial Management
Wisconsin
$4.46M -$27.6K -202 -0.6%
HB
289
Homrich & Berg
Georgia
$4.44M +$19.7K +144 +0.4%
TWM
290
Tolleson Wealth Management
Texas
$4.39M – – –
BOS
291
Bingham Osborn & Scarborough
California
$4.35M +$102K +751 +2%
AAS
292
Avantax Advisory Services
Texas
$4.33M +$2.17M +15,913 +100%
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$4.33M +$1.21M +8,850 +39%
AIA
294
Arbor Investment Advisors
North Carolina
$4.32M -$2.73K -20 -0.1%
Neuberger Berman Group
295
Neuberger Berman Group
New York
$4.3M +$2M +14,678 +87%
CC
296
Cassaday & Co
Virginia
$4.26M -$151K -1,107 -3%
AMG
297
Asset Management Group
Connecticut
$4.25M -$1.05M -7,680 -20%
DPI
298
Diversified Portfolios Inc
Michigan
$4.19M -$5.6K -41 -0.1%
PI
299
Putnam Investments
Massachusetts
$4.19M +$1.3M +9,509 +45%
CGL
300
Clarius Group LLC
Washington
$4.14M – – –
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