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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 %
LWS
501
Lucia Wealth Services
California
$848K -$527K -4,265 -38%
BWCS
502
Beirne Wealth Consulting Services
Connecticut
$846K +$846K +6,852 New
FNBT
503
FineMark National Bank & Trust
Florida
$839K -$129K -1,041 -13%
AWM
504
AE Wealth Management
Kansas
$831K -$63K -510 -7%
Lido Advisors
505
Lido Advisors
California
$831K -$38.5K -312 -4%
SPC
506
Sigma Planning Corp
Michigan
$826K -$56.1K -454 -6%
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$823K -$3.09K -25 -0.4%
LCM
508
Logan Capital Management
Pennsylvania
$819K -$4.9M -39,661 -86%
HA
509
Harborview Advisors
Maine
$809K -$50.6K -410 -6%
EWA
510
Exencial Wealth Advisors
Oklahoma
$808K – – –
FPTW
511
Franklin, Parlapiano, Turner & Welch
Texas
$807K – – –
KTC
512
Kistler-Tiffany Companies
Pennsylvania
$802K -$73.9K -598 -8%
BTW
513
Boston Trust Walden
Massachusetts
$802K – – –
GIA
514
Gladstone Institutional Advisory
Florida
$793K -$89.1K -721 -10%
State Street
515
State Street
Massachusetts
$786K +$786K +6,364 New
NFG
516
Nations Financial Group
Iowa
$774K -$40.5K -328 -5%
BCM
517
Brookstone Capital Management
Illinois
$774K +$118K +954 +18%
STA
518
Summit Trail Advisors
New York
$770K +$770K +6,239 New
SFS
519
Sowell Financial Services
Arkansas
$767K -$551K -4,457 -42%
NHC
520
Nicholas Hoffman & Company
Georgia
$762K -$3.54M -28,715 -82%
MAS
521
Madden Advisory Services
Florida
$756K – – –
SS
522
Simplicity Solutions
Minnesota
$751K -$286K -2,311 -28%
TFO
523
Tarbox Family Office
California
$748K – – –
BMCM
524
Bryn Mawr Capital Management
Pennsylvania
$746K -$121K -976 -14%
JFA
525
Johanson Financial Advisors
California
$744K +$33.5K +271 +5%
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