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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 %
AFA
376
American Financial Advisors
Georgia
$1.73M -$192K -1,556 -10%
CCT
377
Chemung Canal Trust
New York
$1.7M -$224K -1,817 -12%
PI
378
Parkside Investments
Illinois
$1.7M +$346K +2,799 +25%
TF
379
Trek Financial
Arizona
$1.7M -$7.41K -60 -0.4%
BJL
380
Brighton Jones LLC
Washington
$1.7M +$23.5K +190 +1%
G
381
GenTrust
Florida
$1.69M – – –
FWCM
382
Ferguson Wellman Capital Management
Oregon
$1.68M +$30.6K +248 +2%
GVAG
383
Great Valley Advisor Group
Delaware
$1.68M +$1.68M +14,471 New
CFG
384
Cooper Financial Group
California
$1.66M +$128K +1,033 +8%
WC
385
Whitnell & Co
Illinois
$1.66M +$284K +2,302 +21%
QPWM
386
Quadrant Private Wealth Management
Pennsylvania
$1.65M -$352K -2,853 -18%
SC
387
Savant Capital
Illinois
$1.63M -$73.1K -592 -4%
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
$1.62M +$339K +2,745 +26%
SMC
389
Smith, Moore & Co
Missouri
$1.58M -$75.7K -613 -5%
TWA
390
TCI Wealth Advisors
Arizona
$1.57M – – –
LFAS
391
Level Four Advisory Services
Texas
$1.57M -$1.23M -9,971 -44%
MCWS
392
McKinley Carter Wealth Services
West Virginia
$1.55M -$104K -840 -6%
VFA
393
Voya Financial Advisors
Connecticut
$1.55M -$2.95M -24,034 -66%
SHJ
394
Sharkey, Howes & Javer
Colorado
$1.53M – – –
ASN
395
Advisory Services Network
Georgia
$1.53M +$55.2K +447 +4%
Bessemer Group
396
Bessemer Group
New Jersey
$1.51M -$770K -6,237 -34%
NEPWA
397
New England Private Wealth Advisors
Massachusetts
$1.51M -$14.4K -117 -1%
MNG
398
Manning & Napier Group
New York
$1.5M -$1.73M – –
GLA
399
Great Lakes Advisors
Illinois
$1.5M -$15.2M -123,220 -91%
AAS
400
Avantax Advisory Services
Texas
$1.49M +$609K +4,936 +70%
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