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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 %
RZH
351
Relyea Zuckerberg Hanson
Connecticut
$3.07M +$3.07M +22,473 New
HIA
352
Harbor Investment Advisory
Maryland
$3.04M +$3.04M +22,302 New
OCM
353
One Capital Management
California
$3M -$70K -513 -2%
FIMS
354
FBL Investment Management Services
Iowa
$2.99M – – –
WI
355
WrapManager Inc
California
$2.96M -$112K -822 -4%
HCM
356
HM Capital Management
Missouri
$2.96M -$13.9K -102 -0.5%
MFGP
357
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.96M +$12.6K +92 +0.4%
EVM
358
Eaton Vance Management
Massachusetts
$2.93M +$173K +1,271 +6%
HW
359
Hancock Whitney
Mississippi
$2.91M +$1.73M +12,666 +146%
FA
360
FCG Advisors
New Jersey
$2.86M -$70.4K -516 -2%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$2.84M – – –
AIM
362
Allen Investment Management
New York
$2.82M -$1.09K -8 -0%
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$2.8M +$741K +5,430 +36%
JIR
364
James Investment Research
Ohio
$2.78M +$149K +1,095 +6%
Mackenzie Financial
365
Mackenzie Financial
Ontario, Canada
$2.78M – – –
SLT
366
St Louis Trust
Missouri
$2.73M -$55.5K -407 -2%
MWM
367
Minot Wealth Management
Massachusetts
$2.71M +$2.71M +19,667 New
OPCM
368
Osborne Partners Capital Management
California
$2.71M -$30.7K -225 -1%
SFA
369
Sequoia Financial Advisors
Ohio
$2.69M -$70.8K -519 -3%
NISOA
370
National Investment Services of America
Wisconsin
$2.69M +$2.69M +19,700 New
OC
371
Oppenheimer & Co
New York
$2.69M -$394K -2,885 -13%
CFA
372
Cahill Financial Advisors
Minnesota
$2.65M +$138K +1,010 +5%
OFS
373
Oldfather Financial Services
Nebraska
$2.64M +$2.64M +19,498 New
BB
374
Busey Bank
Illinois
$2.62M -$4.91K -36 -0.2%
FS
375
Ferguson Shapiro
Georgia
$2.62M +$2.62M +19,217 New
13 14
15
16 17