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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 %
BG
301
Berry Group
Massachusetts
$4.14M +$4.14M +30,295 New
HCM
302
Hamlin Capital Management
New York
$4.11M +$4.11M +30,110 New
B
303
Brightworth
Georgia
$4.1M +$1.45M +10,589 +54%
PO
304
Private Ocean
California
$4.07M -$105K -768 -3%
HR
305
Hardy Reed
Mississippi
$4M – – –
EWM
306
EPG Wealth Management
Georgia
$3.95M +$3.95M +28,926 New
WW
307
Westshore Wealth
California
$3.93M +$3.93M +28,792 New
MAS
308
Managed Account Services
Florida
$3.91M +$81.8K +598 +2%
MWM
309
Mission Wealth Management
California
$3.85M +$88.4K +648 +2%
FCT
310
Family Capital Trust
Massachusetts
$3.81M +$3.81M +27,914 New
KAH
311
Kathryn A. Hall
$3.81M – – –
AC
312
Avestar Capital
New York
$3.75M – – –
APP
313
Avantax Planning Partners
Iowa
$3.75M +$109K +800 +3%
Capital Fund Management (CFM)
314
Capital Fund Management (CFM)
France
$3.73M +$67.2K +492 +2%
MGIA
315
Moneta Group Investment Advisors
Missouri
$3.71M +$719K +5,267 +24%
Millennium Management
316
Millennium Management
New York
$3.69M -$12.3M -89,845 -77%
JFG
317
JMG Financial Group
Illinois
$3.68M -$133K -975 -3%
MFG
318
Menard Financial Group
Texas
$3.66M +$3.66M +26,823 New
HFP
319
Holistic Financial Partners
Indiana
$3.66M -$92.1K -675 -2%
OPS
320
Orion Portfolio Solutions
Nebraska
$3.66M +$3.66M +26,782 New
OWM
321
Opes Wealth Management
California
$3.63M -$21.6K -158 -0.6%
PFO
322
Pathstone Family Office
New Jersey
$3.62M +$1.37K +1 +0%
MCM
323
Manchester Capital Management
Vermont
$3.61M – – –
HC
324
Hourglass Capital
Texas
$3.56M +$3.56M +26,101 New
TCPWM
325
Traverso Chambers Private Wealth Management
California
$3.56M -$15K -110 -0.4%
11 12
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