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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 %
RC
401
Rinet Company
Massachusetts
$1.49M +$741 +6 +0%
APA
402
American Portfolios Advisors
New York
$1.48M +$506K +4,096 +52%
PWM
403
PRW Wealth Management
Massachusetts
$1.47M -$74.1K -600 -5%
VWA
404
V Wealth Advisors
Kansas
$1.47M -$66K -521 -4%
SC
405
SouthState Corp
Florida
$1.46M -$26.2K -212 -2%
RCIM
406
Red Cedar Investment Management
Michigan
$1.46M +$7.85K +62 +0.5%
HNB
407
Huntington National Bank
Ohio
$1.46M -$1.83M – –
DCM
408
Dimension Capital Management
Florida
$1.45M – – –
BWM
409
BigSur Wealth Management
Florida
$1.45M – – –
ST
410
Sageworth Trust
Pennsylvania
$1.43M – – –
SCM
411
Smith Capital Management
Arkansas
$1.42M +$159K +1,288 +13%
EPM
412
Elm Partners Management
Pennsylvania
$1.42M -$18.2K -147 -1%
WI
413
Wintrust Investments
Illinois
$1.41M +$24.8K +201 +2%
HTC
414
Haverford Trust Company
Pennsylvania
$1.4M +$4.08K +33 +0.3%
FNT
415
First National Trust
Pennsylvania
$1.4M +$72.3K +585 +5%
SWMG
416
Strategic Wealth Management Group
Maryland
$1.39M +$494 +4 +0%
AC
417
Alexandria Capital
Virginia
$1.38M -$9.38K -76 -0.7%
FI
418
Financial Insights
Washington
$1.37M – – –
PAG
419
Private Advisory Group
Washington
$1.34M – – –
ST
420
Spinnaker Trust
Maine
$1.33M – – –
VCM
421
Vivaldi Capital Management
Illinois
$1.3M -$13K -105 -1%
BIA
422
BHK Investment Advisors
Alabama
$1.29M +$127K +1,032 +11%
Squarepoint
423
Squarepoint
New York
$1.29M +$1.29M +10,447 New
GC
424
Guggenheim Capital
Illinois
$1.29M +$471K +3,814 +58%
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$1.26M -$7.54K -61 -0.6%
15 16
17
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