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iShares Russell 1000 Value ETF
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Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47B
2
TF
TIAA FSB
Florida
+$426M
3
American Century Companies
American Century Companies
Missouri
+$361M
4
Bank of America
Bank of America
North Carolina
+$82.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
2
SB
Suntrust Banks
Georgia
-$90M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.3M
4
PAS
Park Avenue Securities
New York
-$46.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$1.56M +$6.49K +51 +0.4%
GLA
402
Great Lakes Advisors
Illinois
$1.56M +$15.8K +124 +1%
RC
403
Rinet Company
Massachusetts
$1.54M +$9.92K +78 +0.6%
BFG
404
Beacon Financial Group
Texas
$1.54M +$9.67K +76 +0.6%
PWM
405
PRW Wealth Management
Massachusetts
$1.51M – – –
SC
406
SouthState Corp
Florida
$1.5M -$3.31K -26 -0.2%
BWM
407
BigSur Wealth Management
Florida
$1.5M – – –
MCWS
408
McKinley Carter Wealth Services
West Virginia
$1.49M -$105K -829 -7%
HNB
409
Huntington National Bank
Ohio
$1.49M -$1.46M – –
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$1.49M -$177K -1,391 -11%
ST
411
Sageworth Trust
Pennsylvania
$1.47M -$763 -6 -0.1%
RCIM
412
Red Cedar Investment Management
Michigan
$1.47M +$8.14K +64 +0.6%
Bessemer Group
413
Bessemer Group
New Jersey
$1.46M -$101K -792 -6%
TWA
414
TCI Wealth Advisors
Arizona
$1.45M -$167K -1,316 -10%
EPM
415
Elm Partners Management
Pennsylvania
$1.45M -$9.41K -74 -0.6%
HTC
416
Haverford Trust Company
Pennsylvania
$1.44M – – –
SVWAG
417
Sound View Wealth Advisors Group
Georgia
$1.43M +$1.43M +11,275 New
F
418
F3Logic
Minnesota
$1.43M +$228K +1,794 +19%
LWAC
419
Laurel Wealth Advisors (California)
California
$1.41M +$973K +7,650 +223%
SCM
420
Smith Capital Management
Arkansas
$1.41M -$61.3K -482 -4%
AC
421
Alexandria Capital
Virginia
$1.4M -$24.4K -192 -2%
CWM
422
Connecticut Wealth Management
Connecticut
$1.38M +$1.38M +10,880 New
CWS
423
Cypress Wealth Services
California
$1.38M +$123K +970 +10%
SWMG
424
Strategic Wealth Management Group
Maryland
$1.38M -$53.1K -417 -4%
TP
425
Tranquility Partners
Tennessee
$1.38M +$1.38M +10,856 New
15 16
17
18 19