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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 %
QCM
326
Quest Capital Management
Texas
$3.54M -$74K -542 -2%
PI
327
Parkside Investments
Illinois
$3.52M +$720K +5,280 +26%
DIA
328
Dana Investment Advisors
Wisconsin
$3.52M +$3.52M +25,807 New
BAM
329
Berkshire Asset Management
Pennsylvania
$3.5M -$393K -2,883 -10%
SIM
330
SSI Investment Management
California
$3.41M +$2.71M +19,824 +384%
FHB
331
First Hawaiian Bank
Hawaii
$3.38M +$1.14M +8,384 +51%
UR
332
USCA RIA
Texas
$3.38M +$1.09K +8 +0%
SFG
333
Sage Financial Group
Pennsylvania
$3.34M -$21.8K -160 -0.6%
MA
334
Mutual Advisors
Nebraska
$3.34M +$2.7M +19,759 +421%
CBU
335
CIBC Bank USA
Illinois
$3.29M +$163K +1,192 +5%
HS
336
Horan Securities
United States
$3.29M -$34.7K -254 -1%
WIC
337
Whitegate Investment Counselors
New Hampshire
$3.28M +$36.3K +266 +1%
A
338
AdvicePeriod
California
$3.25M -$478K -3,501 -13%
RWB
339
RMR Wealth Builders
New Jersey
$3.25M +$3.25M +23,779 New
N
340
Natixis
France
$3.23M +$18.4K +135 +0.6%
SIA
341
Starfire Investment Advisers
Michigan
$3.22M -$52.8K -387 -2%
AIFAIM
342
American Institute for Advanced Investment Management
Arizona
$3.19M +$3.19M +23,353 New
CCT
343
Country Club Trust
Missouri
$3.18M +$218K +1,600 +7%
AWP
344
Ascent Wealth Partners
New York
$3.17M -$211K -1,545 -6%
OIA
345
OneDigital Investment Advisors
Kansas
$3.16M +$1.64K +12 +0.1%
AIM
346
Acropolis Investment Management
Missouri
$3.15M -$79.3K -585 -2%
1IA
347
1834 Investment Advisors
Wisconsin
$3.14M -$2.53M -18,545 -45%
CA
348
Cornerstone Advisory
Maryland
$3.12M -$352K -2,577 -10%
GPFA
349
Game Plan Financial Advisors
Ohio
$3.11M +$3.11M +22,805 New
Cerity Partners
350
Cerity Partners
New York
$3.08M +$614K +4,500 +25%
12 13
14
15 16