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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 %
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.9M +$32.1M +259,664 +101%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$63.3M -$6.02M -48,754 -9%
Mariner
53
Mariner
Kansas
$62.1M +$1.77M +14,519 +3%
FBFS
54
First Business Financial Services
Wisconsin
$60.9M +$34.6M +280,385 +132%
Truist Financial
55
Truist Financial
North Carolina
$54.7M -$763K -6,179 -1%
OC
56
Oakworth Capital
Alabama
$54.5M -$1.48M -11,996 -3%
SP
57
Stairway Partners
Illinois
$52.1M +$184K +1,491 +0.4%
JA
58
JOYN Advisors
Georgia
$51.8M -$2.62M -21,247 -5%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$48.5M -$35.5M -287,352 -42%
BIM
60
Bridges Investment Management
Nebraska
$48M +$1.22M +9,887 +3%
PAS
61
Park Avenue Securities
New York
$46.7M +$46.7M +373,927 New
SEI Investments
62
SEI Investments
Pennsylvania
$44.7M -$3.14M -25,450 -7%
NP
63
NorthRock Partners
Minnesota
$43.9M +$1.86M +15,052 +4%
Creative Planning
64
Creative Planning
Kansas
$42M +$1.17M +9,479 +3%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$42M -$39.8M -321,989 -49%
FA
66
FDx Advisors
Illinois
$40.4M -$7.74M -62,663 -16%
SWPG
67
Strategic Wealth Partners Group
Illinois
$39.9M +$2.79M +22,627 +8%
MG
68
Mather Group
Illinois
$39.7M -$3.4M -27,501 -8%
KeyBank National Association
69
KeyBank National Association
Ohio
$39.3M -$1.72M -13,946 -4%
CL
70
Choreo LLC
Illinois
$38.9M -$1.41M -11,408 -3%
BCI
71
Brinker Capital Investments
Pennsylvania
$38.4M -$665K -5,387 -2%
WRTC
72
Wind River Trust Company
Wyoming
$37.8M – – –
AllianceBernstein
73
AllianceBernstein
Tennessee
$36.5M +$4.86M +39,386 +15%
CAN
74
Cetera Advisor Networks
California
$36.1M -$27M -218,736 -43%
SQA
75
Simon Quick Advisors
New Jersey
$34.1M +$6.3M +51,013 +23%
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