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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 %
KCM
326
Karp Capital Management
California
$2.51M -$179K -1,449 -7%
OPCM
327
Osborne Partners Capital Management
California
$2.49M – – –
KP
328
Keel Point
Alabama
$2.47M +$1.01M +8,183 +69%
PFA
329
Pathway Financial Advisors
Vermont
$2.43M +$104K +842 +4%
SFA
330
Sequoia Financial Advisors
Ohio
$2.41M -$3.51M -28,410 -59%
FTUS
331
Flow Traders U.S.
New York
$2.39M +$2.39M +19,352 New
CW
332
Cobiz Wealth
Colorado
$2.38M -$190K -1,540 -7%
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$2.38M +$60K +486 +3%
FMC
334
First Merchants Corp
Indiana
$2.35M – – –
AAM
335
Aureus Asset Management
Massachusetts
$2.32M -$50.8K -411 -2%
BB
336
Busey Bank
Illinois
$2.31M +$126K +1,019 +6%
FUBT
337
First United Bank & Trust
Maryland
$2.28M -$538K -4,360 -19%
CCT
338
Country Club Trust
Missouri
$2.28M -$2.26M -18,277 -50%
MFW
339
Mosaic Family Wealth
Missouri
$2.28M -$62K -502 -3%
MMG
340
Monetary Management Group
Missouri
$2.27M -$157K -1,275 -6%
OC
341
Oppenheimer & Co
New York
$2.27M +$1.61K +13 +0.1%
GG
342
GenWealth Group
New Jersey
$2.26M +$18.4K +147 +0.8%
CL
343
CPWM LLC
Washington
$2.26M +$1.03M +8,311 +84%
GA
344
GFS Advisors
Texas
$2.23M -$69.5K -563 -3%
WAG
345
Winthrop Advisory Group
Massachusetts
$2.19M +$249 +2 +0%
EVM
346
Eaton Vance Management
Massachusetts
$2.18M +$2.18M +17,683 New
CCM
347
Colorado Capital Management
Colorado
$2.17M – – –
IWP
348
Icon Wealth Partners
Texas
$2.17M -$539K -4,368 -20%
P
349
Pitcairn
Pennsylvania
$2.12M -$8.27K -67 -0.4%
AB
350
Atlas Brown
Kentucky
$2.12M +$17.3K +140 +0.8%
12 13
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