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iShares Russell 1000 Value ETF
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Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$521M
2
SW
2
SVB Wealth
Massachusetts
$299M
3
Bank of America
3
Bank of America
North Carolina
$5.64B
4
PAS
4
Park Avenue Securities
New York
$47.1M
5
BlackRock
5
BlackRock
New York
$271M

Top Sellers

1
Citigroup
1
Citigroup
New York
$392M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$808M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oakworth Capital
Alabama
$60.5M +$1.22M +9,519 +2%
SP
52
Stairway Partners
Illinois
$58M +$636K +4,955 +1%
Brown Advisory
53
Brown Advisory
Maryland
$56.2M -$2.01M -15,675 -3%
Truist Financial
54
Truist Financial
North Carolina
$55.7M +$286K +2,233 +0.5%
SEI Investments
55
SEI Investments
Pennsylvania
$54.6M +$18.7M +137,042 +52%
JA
56
JOYN Advisors
Georgia
$52.2M -$1.11M -8,666 -2%
BIM
57
Bridges Investment Management
Nebraska
$48.7M -$1.45M -11,300 -3%
PAS
58
Park Avenue Securities
New York
$47.1M +$47.1M +367,379 New
PAG
59
Private Advisor Group
New Jersey
$45.4M +$14M +108,469 +44%
SWPG
60
Strategic Wealth Partners Group
Illinois
$44.9M +$150K +1,168 +0.3%
Creative Planning
61
Creative Planning
Kansas
$44.7M +$979K +7,635 +2%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$42.5M -$42.9M -334,477 -50%
CL
63
Choreo LLC
Illinois
$39.4M -$435K -3,390 -1%
WRTC
64
Wind River Trust Company
Wyoming
$39.2M – – –
MG
65
Mather Group
Illinois
$39M -$621K -4,845 -2%
CAN
66
Cetera Advisor Networks
California
$38.4M +$1.16M +9,065 +3%
KeyBank National Association
67
KeyBank National Association
Ohio
$37.3M -$2.44M -19,048 -6%
FA
68
FDx Advisors
Illinois
$37.1M -$2.84M -22,145 -7%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$36.8M -$1.42M -11,059 -4%
EW
70
Evoke Wealth
California
$36.5M +$36.5M +284,550 New
BCI
71
Brinker Capital Investments
Pennsylvania
$35.1M -$1.16M -9,048 -3%
CFB
72
Cullen/Frost Bankers
Texas
$33.8M -$1.12M -8,711 -3%
SPIA
73
Steward Partners Investment Advisory
New York
$32.6M +$1.68M +13,101 +5%
NFG
74
Nadler Financial Group
Illinois
$31.6M +$492K +3,834 +2%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$31.4M +$117K +911 +0.4%
1 2
3
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