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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 %
Lazard Asset Management
376
Lazard Asset Management
New York
$2.6M +$2.52M +18,460 +2,977%
WAG
377
Winthrop Advisory Group
Massachusetts
$2.6M +$194K +1,423 +8%
FMC
378
First Merchants Corp
Indiana
$2.6M – – –
PFA
379
Pathway Financial Advisors
Vermont
$2.57M -$143K -1,036 -5%
AAM
380
Aureus Asset Management
Massachusetts
$2.56M – – –
TSS
381
Two Sigma Securities
New York
$2.55M -$10.4M -76,560 -80%
CL
382
CPWM LLC
Washington
$2.53M +$22.4K +164 +0.9%
ClearBridge Investments
383
ClearBridge Investments
New York
$2.52M +$2.52M +18,359 New
NCM
384
Next Capital Management
New York
$2.5M +$249K +1,714 +11%
GFPC
385
Global Financial Private Capital
Florida
$2.5M +$2.49M +18,233 +15,584%
MAFM
386
Mid Atlantic Financial Management
Pennsylvania
$2.5M -$1.91K -14 -0.1%
PWPS
387
Pinnacle Wealth Planning Services
Ohio
$2.48M -$72.5K -531 -3%
MFW
388
Mosaic Family Wealth
Missouri
$2.47M -$4.64K -34 -0.2%
Eagle Capital Management (New York)
389
Eagle Capital Management (New York)
New York
$2.47M +$2.47M +18,086 New
TW
390
Towerpoint Wealth
California
$2.45M -$173K -1,270 -7%
EAM
391
Evanson Asset Management
California
$2.45M +$83.2K +610 +4%
IWP
392
Icon Wealth Partners
Texas
$2.4M -$1.77K -13 -0.1%
BFG
393
Beacon Financial Group
Texas
$2.4M +$684K +5,015 +40%
CT
394
Coastline Trust
Rhode Island
$2.36M -$7.51K -55 -0.3%
QCG
395
Quadrant Capital Group
Ohio
$2.35M +$256K +1,886 +12%
CCM
396
Colorado Capital Management
Colorado
$2.33M -$11.5K -84 -0.5%
NB
397
Nicolet Bankshares
Wisconsin
$2.32M -$287K -2,102 -11%
AA
398
Ancora Advisors
Ohio
$2.32M +$17.3K +127 +0.8%
MMG
399
Monetary Management Group
Missouri
$2.3M +$1.64K +12 +0.1%
GA
400
GFS Advisors
Texas
$2.3M -$109K -795 -5%
14 15
16
17 18