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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 %
CAM
601
Carret Asset Management
New York
$510K +$61.7K +500 +14%
CCT
602
Capital City Trust
Florida
$508K – – –
3AM
603
3D Asset Management
Connecticut
$504K -$3.7K -30 -0.7%
CM
604
Cornerstone Management
Georgia
$503K -$10.4K -84 -2%
MPI
605
Mairs & Power Inc
Minnesota
$503K -$90.7K -735 -15%
FMBTD
606
First Midwest Bank Trust Division
Illinois
$501K – – –
IWS
607
Insight Wealth Strategies
California
$497K +$497K +4,028 New
WB
608
WesBanco Bank
West Virginia
$496K +$496K +4,019 New
LA
609
Lau Associates
Delaware
$494K -$214K -1,730 -30%
DWT
610
Dorsey & Whitney Trust
South Dakota
$494K -$90.8K -735 -16%
TH
611
Timber Hill
Connecticut
$494K +$494K +4,000 New
EWM
612
Evermay Wealth Management
Virginia
$491K – – –
PCM
613
Pointe Capital Management
Michigan
$487K -$17.9K -145 -4%
VHAM
614
Van Hulzen Asset Management
California
$487K – – –
MPW
615
MA Private Wealth
California
$486K -$34.9K -283 -7%
PMFA
616
Plante Moran Financial Advisors
Michigan
$478K -$4.32K -35 -0.9%
FPCG
617
Fort Pitt Capital Group
Pennsylvania
$477K -$12.3K -100 -3%
GWM
618
Geneos Wealth Management
Colorado
$476K +$15.2K +123 +3%
PL
619
Plancorp LLC
Missouri
$475K +$51.5K +417 +12%
IB
620
Intrust Bank
Kansas
$475K +$98.8K +800 +26%
RI
621
Ridgewood Investments
New Jersey
$473K – – –
TSWM
622
Triangle Securities Wealth Management
North Carolina
$470K +$21K +170 +5%
GC
623
Grimes & Company
Massachusetts
$469K +$22.2K +180 +5%
HCM
624
Harvest Capital Management
New Hampshire
$468K – – –
LC
625
Lourd Capital
California
$458K -$9.02K -73 -2%
23 24
25
26 27