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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 %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$229M +$11M +80,343 +5%
Stifel Financial
27
Stifel Financial
Missouri
$201M +$83.4M +610,885 +71%
Northern Trust
28
Northern Trust
Illinois
$200M +$14.1M +103,019 +8%
CB
29
Commerce Bank
Missouri
$171M -$3.12M -22,888 -2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$132M +$4.55M +33,325 +4%
CAM
31
Cresset Asset Management
Illinois
$130M -$10.7M -78,682 -8%
WPW
32
Waldron Private Wealth
Pennsylvania
$128M +$3.77M +27,643 +3%
EH
33
Equitable Holdings
New York
$112M +$112M +821,149 New
SI
34
Stephens Inc
Arkansas
$112M -$2.32M -17,018 -2%
US Bancorp
35
US Bancorp
Minnesota
$112M +$1.27M +9,336 +1%
Prudential Financial
36
Prudential Financial
New Jersey
$100M +$259K +1,900 +0.3%
HighTower Advisors
37
HighTower Advisors
Illinois
$95.9M +$5.44M +39,821 +6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$90.9M +$5.83M +42,741 +7%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$89.9M +$8.07M +59,160 +10%
Mariner
40
Mariner
Kansas
$84.4M +$3.13M +22,903 +4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$80M +$6.29M +46,092 +9%
CAN
42
Cetera Advisor Networks
California
$76.8M +$36M +264,266 +88%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$76.3M -$39.2M -289,718 -34%
1SB
44
1ST Source Bank
Indiana
$75.8M +$637K +4,664 +0.8%
JFGIW
45
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75M -$5.91M -43,312 -7%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$70.4M -$66.3M -485,699 -48%
FBFS
47
First Business Financial Services
Wisconsin
$67.6M +$152K +1,112 +0.2%
BDF
48
Balasa Dinverno & Foltz
$67.2M -$852K -6,244 -1%
OC
49
Oakworth Capital
Alabama
$66.3M +$2.05M +15,092 +3%
SP
50
Stairway Partners
Illinois
$64.2M +$2.52M +18,430 +4%
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