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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 %
FMTC
651
Farmers & Merchants Trust Company
California
$418K -$30.2K -245 -7%
LW
652
Linscomb Wealth
Texas
$418K -$14.8K -120 -3%
NA
653
NewEdge Advisors
Louisiana
$417K -$305K -2,464 -42%
BBNA
654
Bremer Bank National Association
Minnesota
$416K +$416K +3,254 New
BWM
655
Brickley Wealth Management
California
$408K – – –
CCM
656
Carlson Capital Management
Minnesota
$406K +$406K +3,290 New
CAN
657
Claraphi Advisory Network
United States
$405K -$34.1K -276 -8%
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$400K +$17K +138 +4%
WP
659
WealthShield Partners
North Carolina
$392K +$71.4K +578 +22%
BWM
660
Baystate Wealth Management
Massachusetts
$390K -$52.2K -412 -12%
BA
661
Ballew Advisors
Mississippi
$390K – – –
SCP
662
Syntal Capital Partners
Texas
$389K – – –
GLA
663
Good Life Advisors
Pennsylvania
$387K -$14.4K -117 -4%
BBPWM
664
Blue Bell Private Wealth Management
Pennsylvania
$383K -$24.7K -200 -6%
GWS
665
Glassman Wealth Services
Virginia
$380K – – –
FFG
666
Frisch Financial Group
New York
$380K +$1.98K +16 +0.5%
DWM
667
Destination Wealth Management
California
$379K -$987 -8 -0.3%
CCFCSB
668
Cape Cod Five Cents Savings Bank
Massachusetts
$378K – – –
MCP
669
Mirador Capital Partners
California
$375K +$1.98K +16 +0.5%
WA
670
Wealth Architects
California
$370K – – –
SS
671
Sunbelt Securities
Texas
$370K +$617 +5 +0.2%
PP
672
Palladium Partners
Virginia
$368K – – –
CG
673
Caprock Group
Idaho
$366K +$1.11K +9 +0.3%
WWM
674
Western Wealth Management
Colorado
$364K -$17.2K -139 -5%
UIA
675
UBP Investment Advisors
Switzerland
$364K – – –
25 26
27
28 29