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iShares Russell 1000 Value ETF
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Overview Fund Activity

958 hedge funds and large institutions have $26.5B invested in iShares Russell 1000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 380 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
20.77%
Holding in Top 10
96
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.04%
% of All Funds
2.08%
New
99
Increased
274
Reduced
380
Closed
82
Calls
$36.7M
Puts
$37.4M
Net Calls
-$749K
Net Calls Change
-$16M

Top Buyers

1
JRP
Jasper Ridge Partners
California
+$181M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$108M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$86.6M
4
PAS
Park Avenue Securities
New York
+$46.7M
5
Goldman Sachs
Goldman Sachs
New York
+$46.2M

Top Sellers

1
TF
TIAA FSB
Florida
-$549M
2
Bank of America
Bank of America
North Carolina
-$524M
3
American Century Companies
American Century Companies
Missouri
-$284M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
5
BlackRock
BlackRock
New York
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
301
Whitegate Investment Counselors
New Hampshire
$2.91M +$11.7K +95 +0.4%
HCM
302
HM Capital Management
Missouri
$2.88M +$712K +5,769 +33%
AIM
303
Acropolis Investment Management
Missouri
$2.88M -$111K -896 -4%
ECM
304
Element Capital Management
New York
$2.87M -$40.8K -330 -1%
FLPIM
305
F.L. Putnam Investment Management
Massachusetts
$2.87M +$25.8K +209 +0.9%
TCPWM
306
Traverso Chambers Private Wealth Management
California
$2.85M +$159K +1,290 +6%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$2.84M -$4.13M -26,015 -59%
Cerity Partners
308
Cerity Partners
New York
$2.83M -$5.48M -44,346 -66%
STMM
309
South Texas Money Management
Texas
$2.83M +$558K +4,516 +25%
CBU
310
CIBC Bank USA
Illinois
$2.82M -$37.2K -301 -1%
BW
311
Biegel & Waller
Maryland
$2.76M -$75.6K -612 -3%
TW
312
Towerpoint Wealth
California
$2.73M -$428K -3,466 -14%
A
313
AdvicePeriod
California
$2.72M -$1.64M -13,264 -38%
BNP Paribas Financial Markets
314
BNP Paribas Financial Markets
France
$2.72M -$6.87M -55,605 -72%
FA
315
FCG Advisors
New Jersey
$2.72M +$105K +852 +4%
N
316
Natixis
France
$2.71M +$7.98K +65 +0.3%
MWM
317
Mission Wealth Management
California
$2.67M +$24.7K +200 +0.9%
RWG
318
Regal Wealth Group
California
$2.66M +$8.03K +65 +0.3%
MFGP
319
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.66M +$4.08K +33 +0.2%
LA
320
Legacy Advisors
Pennsylvania
$2.66M +$1.33M +10,753 +100%
EK
321
Evensky & Katz
Florida
$2.65M +$2.65M +21,423 New
NB
322
Nicolet Bankshares
Wisconsin
$2.61M -$166K -1,346 -6%
SLT
323
St Louis Trust
Missouri
$2.59M -$440K -3,567 -15%
AIM
324
Allen Investment Management
New York
$2.55M – – –
MGIA
325
Moneta Group Investment Advisors
Missouri
$2.53M +$95.5K +773 +4%
11 12
13
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