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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 %
LF
676
Lee Financial
Texas
$361K – – –
DJSG
677
D.J. St. Germain
Massachusetts
$360K +$120K +972 +50%
JC
678
Jentner Corp
Ohio
$358K -$77.2K -625 -18%
FFA
679
First Foundation Advisors
California
$353K -$626K -5,070 -64%
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$353K -$21.8K -177 -6%
PWA
681
Peterson Wealth Advisors
Utah
$353K +$1.9K +15 +0.5%
ZIM
682
Zacks Investment Management
Illinois
$352K -$37.3M -302,267 -99%
APG
683
Abacus Planning Group
South Carolina
$352K – – –
BSA
684
Braun Stacey Associates
New York
$349K – – –
FCA
685
FinTrust Capital Advisors
South Carolina
$348K – – –
FSA
686
Financial Sense Advisors
California
$344K -$23.7K -192 -6%
LNWWM
687
Laird Norton Wetherby Wealth Management
California
$340K -$324K -2,625 -49%
MA
688
MONECO Advisors
Connecticut
$338K -$987 -8 -0.3%
APSP
689
Asset Planning Services (Pennsylvania)
Pennsylvania
$338K +$9.01K +73 +3%
FC
690
Ferris Capital
Massachusetts
$338K +$159K +1,289 +89%
RFM
691
Royal Fund Management
Florida
$333K -$22.2K -180 -6%
WCM
692
Wealthcare Capital Management
Virginia
$329K +$37.2K +301 +13%
ODIJL
693
One Day In July LLC
Vermont
$328K – – –
ACI
694
Alpha Cubed Investments
California
$328K +$56.8K +460 +21%
LBC
695
Lowe Brockenbrough & Co
Virginia
$326K – – –
LPT
696
Legacy Private Trust
Wisconsin
$325K -$93.7K -760 -22%
BEAM
697
Baker Ellis Asset Management
Washington
$325K -$12.8K -104 -4%
TW
698
Transform Wealth
Colorado
$324K – – –
QAM
699
QCI Asset Management
New York
$323K -$12.1K -98 -4%
BW
700
Bison Wealth
Georgia
$323K +$1.85K +15 +0.6%
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