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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 %
CNC
626
Citizens & Northern Corp
Pennsylvania
$487K -$79K -621 -14%
RI
627
Ridgewood Investments
New Jersey
$487K – – –
WAM
628
Weatherly Asset Management
California
$485K -$114K -893 -19%
CPO
629
Cerity Partners OCIO
New York
$483K +$483K +3,796 New
HCM
630
Harvest Capital Management
New Hampshire
$482K – – –
SHGA
631
Sand Hill Global Advisors
California
$480K +$9.41K +74 +2%
SS
632
Simplicity Solutions
Minnesota
$478K -$295K -2,321 -38%
RBC
633
Roble Belko & Company
Pennsylvania
$477K +$24.9K +196 +6%
MPW
634
MA Private Wealth
California
$476K -$25.1K -197 -5%
TSWM
635
Triangle Securities Wealth Management
North Carolina
$475K -$13.9K -108 -3%
FRA
636
Front Row Advisors
California
$463K – – –
GPA
637
Guidance Point Advisors
Massachusetts
$461K +$2.16K +17 +0.5%
RW
638
REDW Wealth
New Mexico
$454K – – –
BCM
639
Bourgeon Capital Management
Connecticut
$449K – – –
ACS
640
Archford Capital Strategies
Illinois
$448K -$258K -2,025 -37%
FPCG
641
Fort Pitt Capital Group
Pennsylvania
$446K -$45.8K -360 -9%
PAI
642
Pittenger & Anderson Inc
Nebraska
$445K – – –
LW
643
Linscomb Wealth
Texas
$442K +$11.4K +90 +3%
MSAM
644
Moloney Securities Asset Management
Missouri
$439K -$2.67K -21 -0.6%
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
$438K +$22.7K +177 +5%
VWM
646
Venturi Wealth Management
Texas
$436K +$218K +1,717 +100%
MOS
647
MGO One Seven
Ohio
$434K -$226K -1,782 -34%
PCMC
648
Private Capital Management (Colorado)
Colorado
$434K -$3.69K -29 -0.8%
PWMG
649
Prestige Wealth Management Group
New Jersey
$432K -$98.1K -770 -19%
LC
650
Lourd Capital
California
$431K -$40.7K -320 -9%
24 25
26
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