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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 %
CGA
476
Crescent Grove Advisors
Illinois
$960K -$171K -1,388 -15%
QCM
477
Quadrant Capital Management
New Jersey
$958K +$145K +1,177 +18%
DWM
478
Dakota Wealth Management
Florida
$948K +$249K +2,020 +36%
AWM
479
Altium Wealth Management
New York
$945K -$18.5K -150 -2%
NG
480
Northstar Group
New York
$932K +$24.8K +201 +3%
ADL
481
Asset Dedication LLC
California
$930K +$44.9K +363 +5%
MA
482
Montag & Associates
Georgia
$926K +$926K +7,495 New
CIA
483
Capital Investment Advisors
Georgia
$920K +$49.4K +400 +6%
PFT
484
Providence First Trust
Arizona
$914K – – –
SIAS
485
Shine Investment Advisory Services
Colorado
$910K – – –
OCG
486
Opus Capital Group
Ohio
$907K – – –
S
487
SignatureFD
Georgia
$906K +$70.2K +569 +8%
SWM
488
Sequoia Wealth Management
Illinois
$906K +$174K +1,406 +24%
Kovitz Investment Group Partners
489
Kovitz Investment Group Partners
Illinois
$906K +$906K +7,330 New
AAM
490
Autus Asset Management
Arizona
$897K -$27.8K -225 -3%
AIA
491
Avalon Investment & Advisory
Texas
$897K +$897K +7,267 New
CCM
492
Coldstream Capital Management
Washington
$876K -$28.2K -228 -3%
VA
493
Valmark Advisers
Ohio
$875K +$1.61K +13 +0.2%
AIC
494
Ameritas Investment Company
Nebraska
$874K +$874K +7,080 New
AWS
495
AJ Wealth Strategies
New York
$871K – – –
FANJ
496
Financial Architects (New Jersey)
New Jersey
$870K +$247 +2 +0%
SCM
497
Sterling Capital Management
North Carolina
$869K +$17K +138 +2%
CBN
498
Cadence Bank NA
Texas
$863K -$20.6K -167 -2%
CFG
499
Citizens Financial Group
Rhode Island
$855K +$556K +4,506 +186%
HCIA
500
Hochman Cole Investment Advisors
Illinois
$852K – – –
18 19
20
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