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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 %
BRWA
576
B. Riley Wealth Advisors
Florida
$569K -$439K -3,549 -44%
MA
577
Mutual Advisors
Nebraska
$559K +$88.2K +714 +19%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$557K – – –
PFA
579
Pure Financial Advisors
California
$554K -$7.9K -64 -1%
MC
580
Middleton & Co
Massachusetts
$551K +$9.88K +80 +2%
CNC
581
Citizens & Northern Corp
Pennsylvania
$550K – – –
MSA
582
Marino Stram & Associates
Massachusetts
$550K – – –
GC
583
Gratus Capital
Georgia
$545K +$9.89K +80 +2%
BPA
584
Beacon Pointe Advisors
California
$543K -$235K -1,905 -30%
PAM
585
Palisade Asset Management
Minnesota
$542K – – –
AFC
586
AFT Forsyth & Company
Florida
$541K -$25.9K -210 -5%
FAIM
587
Financial Advocates Investment Management
Washington
$541K +$247 +2 +0%
RCAMU
588
Rothschild & Co Asset Management US
Connecticut
$540K -$13M -105,139 -96%
OAM
589
Occidental Asset Management
California
$537K – – –
TCM
590
Tradition Capital Management
New Jersey
$533K +$9.62K +78 +2%
YWP
591
YorkBridge Wealth Partners
New York
$531K -$231K -1,872 -30%
MCM
592
Maple Capital Management
Vermont
$530K -$25.3K -205 -5%
WF
593
Welch & Forbes
Massachusetts
$528K – – –
FCFC
594
First Commonwealth Financial Corp
Pennsylvania
$527K +$151K +1,220 +40%
GG
595
Gofen & Glossberg
Illinois
$522K +$15.8K +128 +3%
Chevy Chase Trust
596
Chevy Chase Trust
Maryland
$519K -$227K -1,795 -30%
MWM
597
Merriman Wealth Management
Washington
$517K +$6.42K +52 +1%
BFPW
598
BOK Financial Private Wealth
Colorado
$514K -$135K -1,096 -21%
CBFP
599
Cedar Brook Financial Partners
Ohio
$514K -$16.8K -136 -3%
PWMG
600
Prestige Wealth Management Group
New Jersey
$513K – – –
22 23
24
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