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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 %
AIC
551
Ameritas Investment Company
Nebraska
$664K -$236K -1,857 -26%
PA
552
Paracle Advisors
Washington
$660K – – –
MGIA
553
Matthew Goff Investment Advisor
Texas
$660K +$39.3K +309 +6%
CWM
554
Chesapeake Wealth Management
Virginia
$658K -$16.5K -130 -2%
BCWM
555
Blue Chip Wealth Management
Florida
$657K -$17.2K -135 -3%
SIM
556
SSI Investment Management
California
$657K – – –
HIM
557
Hanlon Investment Management
New Jersey
$656K – – –
IC
558
Intersect Capital
California
$655K +$2.67K +21 +0.4%
HFA
559
Hoover Financial Advisors
Pennsylvania
$650K +$1.4K +11 +0.2%
CC
560
Courier Capital
New York
$648K – – –
PCA
561
Personal Capital Advisors
California
$645K -$82.3K -647 -11%
FFC
562
First Financial Corp
Indiana
$642K -$15.9K -125 -2%
SCI
563
S&CO Inc
Massachusetts
$642K – – –
WIA
564
World Investment Advisors
California
$639K -$34K -269 -5%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$637K -$211K -1,659 -25%
TI
566
Truepoint Inc
Ohio
$634K -$9.42K -74 -1%
CAAS
567
Capital Asset Advisory Services
Michigan
$628K – – –
CAM
568
Carret Asset Management
New York
$625K +$98.9K +777 +19%
VCM
569
Vigilant Capital Management
Maine
$623K -$44.2K -348 -7%
MYIA
570
Mount Yale Investment Advisors
Colorado
$622K – – –
VLC
571
Van Leeuwen & Company
New Jersey
$620K -$24.2K -190 -4%
GT
572
Glenview Trust
Kentucky
$618K -$5.08K -40 -0.8%
PMFA
573
Plante Moran Financial Advisors
Michigan
$609K +$116K +912 +24%
JIC
574
Joel Isaacson & Co
New York
$606K +$382 +3 +0.1%
HWA
575
HCR Wealth Advisors
California
$598K +$598K +4,697 New
21 22
23
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