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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 %
FMTC
651
Farmers & Merchants Trust Company
California
$428K -$3.18K -25 -0.7%
LF
652
Lee Financial
Texas
$428K +$55.4K +435 +15%
LFS
653
Lutz Financial Services
Nebraska
$427K -$5.22K -41 -1%
CCFM
654
Clear Creek Financial Management
Washington
$422K +$422K +3,319 New
BWM
655
Brickley Wealth Management
California
$420K – – –
FFA
656
First Foundation Advisors
California
$420K +$56.3K +442 +15%
CIAS
657
Capital Investment Advisory Services
North Carolina
$417K +$182K +1,423 +78%
PFA
658
Paradigm Financial Advisors
Missouri
$414K -$35.4K -278 -8%
BBNA
659
Bremer Bank National Association
Minnesota
$414K – – –
CWM
660
Calamos Wealth Management
Illinois
$414K +$123K +964 +42%
DBRC
661
D.B. Root & Company
Pennsylvania
$413K -$186K -1,467 -31%
CT
662
Cambridge Trust
Massachusetts
$411K -$39.4K -310 -9%
CCM
663
Carlson Capital Management
Minnesota
$409K -$10.1K -79 -2%
SCM
664
Schnieders Capital Management
California
$409K +$409K +3,211 New
APSP
665
Asset Planning Services (Pennsylvania)
Pennsylvania
$408K +$59.6K +468 +17%
PA
666
Pinnacle Associates
New York
$407K -$55K -432 -12%
WP
667
WealthShield Partners
North Carolina
$404K – – –
GLA
668
Good Life Advisors
Pennsylvania
$403K +$3.06K +24 +0.8%
MIH
669
Madison Investment Holdings
Wisconsin
$401K -$37.9K -298 -9%
CB
670
Chemical Bank
Michigan
$401K +$71.2K +559 +22%
FC
671
Ferris Capital
Massachusetts
$399K +$50.6K +398 +15%
BRWA
672
B. Riley Wealth Advisors
Florida
$398K -$189K -1,482 -32%
BA
673
Ballew Advisors
Mississippi
$397K – – –
WP
674
WealthSource Partners
California
$397K +$143K +1,128 +57%
BWM
675
Baystate Wealth Management
Massachusetts
$393K -$1.79K -14 -0.5%
25 26
27
28 29