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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 %
BFS
626
Bradley Foster & Sargent
Connecticut
$458K – – –
SHGA
627
Sand Hill Global Advisors
California
$457K -$44.3M -358,549 -99%
CM
628
Columbus Macro
Pennsylvania
$456K -$86.8K -702 -16%
RFWA
629
RPg Family Wealth Advisory
Massachusetts
$454K +$223K +1,803 +96%
FRA
630
Front Row Advisors
California
$450K -$65.2K -528 -13%
PA
631
Pinnacle Associates
New York
$448K -$9.75K -79 -2%
Wealth Enhancement Advisory Services
632
Wealth Enhancement Advisory Services
Minnesota
$448K +$448K +3,533 New
RWA
633
Ropes Wealth Advisors
Massachusetts
$447K -$3.09K -25 -0.7%
GPA
634
Guidance Point Advisors
Massachusetts
$446K -$11.5K -93 -3%
AIP
635
Ameritas Investment Partners
Nebraska
$441K -$93.2K -756 -17%
RW
636
REDW Wealth
New Mexico
$441K +$31.1K +252 +8%
MIM
637
Macroview Investment Management
Maryland
$440K -$315K -2,551 -42%
KCM
638
Kanawha Capital Management
Virginia
$440K +$103K +836 +31%
RBC
639
Roble Belko & Company
Pennsylvania
$439K +$42.4K +343 +11%
ONB
640
Old National Bancorp
Indiana
$438K -$392K -3,182 -47%
CT
641
Cambridge Trust
Massachusetts
$437K – – –
BCM
642
Bourgeon Capital Management
Connecticut
$436K – – –
PFA
643
Paradigm Financial Advisors
Missouri
$436K +$2.35K +19 +0.5%
PAI
644
Pittenger & Anderson Inc
Nebraska
$432K – – –
MSAM
645
Moloney Securities Asset Management
Missouri
$428K +$11.5K +93 +3%
MIH
646
Madison Investment Holdings
Wisconsin
$426K +$27.8K +225 +7%
PWM
647
Perigon Wealth Management
California
$426K +$69.1K +547 +19%
PCMC
648
Private Capital Management (Colorado)
Colorado
$425K +$425K +3,439 New
LWAC
649
Laurel Wealth Advisors (California)
California
$423K – – –
LFS
650
Lutz Financial Services
Nebraska
$420K -$3.83K -31 -0.9%
24 25
26
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