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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 %
LDB
451
Lee, Danner & Bass
Tennessee
$1.18M +$14.1K +111 +1%
JWA
452
JFS Wealth Advisors
Pennsylvania
$1.17M -$16.9K -133 -1%
PPP
453
Private Portfolio Partners
New Jersey
$1.17M -$18.1K -142 -2%
DWA
454
Dougherty Wealth Advisers
Minnesota
$1.13M – – –
CCP
455
Corient Capital Partners
California
$1.13M – – –
CA
456
Clearstead Advisors
Ohio
$1.13M -$101K -796 -8%
HWM
457
Highwater Wealth Management
Colorado
$1.12M -$100K -787 -8%
TNB
458
Thomasville National Bank
Georgia
$1.11M +$11.6K +91 +1%
RhumbLine Advisers
459
RhumbLine Advisers
Massachusetts
$1.11M -$8.31M -65,260 -88%
SCA
460
STALEY CAPITAL ADVISERS
Pennsylvania
$1.1M – – –
SSB
461
Sandy Spring Bank
Maryland
$1.09M -$7.76K -61 -0.7%
MWM
462
Modera Wealth Management
New Jersey
$1.07M -$7.13K -56 -0.7%
AAS
463
Annex Advisory Services
Wisconsin
$1.07M +$49.9K +392 +5%
SCM
464
Sterling Capital Management
North Carolina
$1.07M +$173K +1,359 +19%
BS
465
Banco Santander
Spain
$1.07M +$1.07M +8,374 New
WB
466
Webster Bank
Connecticut
$1.06M -$69.6K -547 -6%
CWM
467
Cordatus Wealth Management
Pennsylvania
$1.05M -$12.6K -99 -1%
KWM
468
Kingsview Wealth Management
Oregon
$1.05M -$168K -1,319 -14%
FFA
469
Fragasso Financial Advisors
Pennsylvania
$1.05M +$3.05K +24 +0.3%
BCA
470
Berman Capital Advisors
Georgia
$1.04M +$381K +2,995 +57%
ATC
471
Argent Trust Co
Tennessee
$1.04M -$2.47M -19,420 -70%
Victory Capital Management
472
Victory Capital Management
Texas
$1.04M – – –
SIC
473
Sigma Investment Counselors
Michigan
$1.04M +$40.6K +319 +4%
GC
474
Garde Capital
Washington
$1.04M -$113K -891 -10%
NFC
475
Northeast Financial Consultants
Connecticut
$1.03M – – –
17 18
19
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