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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 %
OWM
701
Orgel Wealth Management
Wisconsin
$322K -$160K -1,297 -33%
PGWM
702
Parisi Gray Wealth Management
New Jersey
$322K – – –
FTC
703
Farmers Trust Company
Ohio
$321K – – –
AWMG
704
Alliance Wealth Management Group
New Jersey
$321K – – –
Fisher Asset Management
705
Fisher Asset Management
Washington
$321K +$19.5K +158 +6%
CB
706
Chemical Bank
Michigan
$320K -$10.5K -85 -3%
TCM
707
Towercrest Capital Management
Pennsylvania
$320K – – –
B
708
Bridgeworth
Alabama
$318K -$8.89K -72 -3%
AIS
709
American Investment Services
Massachusetts
$316K – – –
CAG
710
Crestwood Advisors Group
Massachusetts
$314K +$71.9K +582 +30%
MA
711
MCF Advisors
Kentucky
$312K -$20.5K -166 -6%
SGAM
712
Steinberg Global Asset Management
Florida
$311K +$38K +308 +14%
GWA
713
Guidant Wealth Advisors
Illinois
$310K – – –
ECM
714
Evergreen Capital Management
Washington
$307K – – –
GP
715
Girard Partners
Pennsylvania
$306K – – –
VFP
716
Verus Financial Partners
Virginia
$303K -$15.8K -128 -5%
TFGT
717
TS Financial Group (TSFG)
Illinois
$302K +$302K +2,444 New
CWM
718
Cornerstone Wealth Management
Missouri
$301K +$30.6K +400 +11%
WCG
719
Weaver Consulting Group
California
$301K +$301K +2,402 New
NWS
720
Newport Wealth Strategies
California
$300K – – –
JF
721
JSF Financial
California
$299K -$147K -1,189 -33%
MFS
722
McNamara Financial Services
Massachusetts
$299K -$5.55K -50 -2%
SBL
723
Sargent Bickham Lagudis
Colorado
$298K +$988 +8 +0.3%
SXL
724
Summit X LLC
Missouri
$296K – – –
WA
725
WESPAC Advisors
California
$296K – – –
27 28
29
30 31