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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 %
WB
451
Webster Bank
Connecticut
$1.1M -$178K -1,445 -14%
CCP
452
Corient Capital Partners
California
$1.1M +$320K +2,587 +41%
PG
453
Patten Group
Tennessee
$1.09M +$618 +5 +0.1%
CFA
454
Carroll Financial Associates
North Carolina
$1.08M +$434K +3,515 +67%
SWRP
455
Summit Wealth & Retirement Planning
California
$1.08M +$1.98K +16 +0.2%
SCA
456
STALEY CAPITAL ADVISERS
Pennsylvania
$1.07M – – –
TNB
457
Thomasville National Bank
Georgia
$1.07M +$127K +1,029 +14%
SSB
458
Sandy Spring Bank
Maryland
$1.06M -$18.7K -151 -2%
FHB
459
First Hawaiian Bank
Hawaii
$1.05M +$38.4K +311 +4%
TF
460
TimeScale Financial
Massachusetts
$1.05M -$91.1K -738 -8%
MWM
461
Modera Wealth Management
New Jersey
$1.05M – – –
AI
462
Atria Investments
North Carolina
$1.04M -$680K -5,506 -40%
CWM
463
Cordatus Wealth Management
Pennsylvania
$1.03M -$132K -1,072 -11%
HW
464
Hancock Whitney
Mississippi
$1.03M -$7.63M -61,810 -88%
WA
465
Winfield Associates
Ohio
$1.03M -$83.3K -675 -8%
MHS
466
M Holdings Securities
Oregon
$1.02M -$59.8K -484 -6%
FFA
467
Fragasso Financial Advisors
Pennsylvania
$1.01M +$33.5K +271 +3%
Victory Capital Management
468
Victory Capital Management
Texas
$1.01M – – –
NFC
469
Northeast Financial Consultants
Connecticut
$997K +$997K +8,075 New
AAS
470
Annex Advisory Services
Wisconsin
$992K -$680K -5,508 -41%
PFG
471
Pacific Financial Group
Washington
$984K +$18.8K +152 +2%
QCM
472
Quest Capital Management
Texas
$984K +$35.2K +285 +4%
MIAS
473
Mason Investment Advisory Services
Virginia
$982K +$982K +7,949 New
IA
474
IFP Advisors
Florida
$976K -$1.02M -8,312 -51%
SIC
475
Sigma Investment Counselors
Michigan
$971K +$31K +251 +3%
17 18
19
20 21