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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.36B
2
BlackRock
2
BlackRock
New York
$502M
3
Truist Financial
3
Truist Financial
North Carolina
$271M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$768M
5
Stifel Financial
5
Stifel Financial
Missouri
$201M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$509M
2
M&T Bank
2
M&T Bank
New York
$0
3
JRP
3
Jasper Ridge Partners
California
$387M
4
Axa
4
Axa
France
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
51
Stephens Group Asset Management
Arkansas
$57.9M -$50.7M -371,819 -47%
Brown Advisory
52
Brown Advisory
Maryland
$57.3M -$2.47M -18,126 -4%
SEI Investments
53
SEI Investments
Pennsylvania
$56M +$1.46M +10,708 +3%
JA
54
JOYN Advisors
Georgia
$53.4M -$2.15M -15,777 -4%
PAS
55
Park Avenue Securities
New York
$50.5M +$352K +2,579 +0.7%
SWPG
56
Strategic Wealth Partners Group
Illinois
$50M +$2.26M +16,560 +5%
BIM
57
Bridges Investment Management
Nebraska
$48.6M -$3.23M -23,645 -6%
Creative Planning
58
Creative Planning
Kansas
$48.4M +$813K +5,955 +2%
PAG
59
Private Advisor Group
New Jersey
$48.1M -$76.4K -560 -0.2%
Allianz Asset Management
60
Allianz Asset Management
Germany
$47.6M +$38.1M +279,312 +400%
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$46.5M +$7.2M +52,516 +18%
CMA
62
Cedar Mountain Advisors
Oregon
$45.7M +$45.7M +335,166 New
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$45M +$45M +330,000 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$42.9M -$2.29M -16,802 -5%
WRTC
65
Wind River Trust Company
Wyoming
$41.7M – – –
CL
66
Choreo LLC
Illinois
$40.9M -$1.02M -7,464 -2%
SFM
67
Stack Financial Management
Montana
$40.1M +$40.1M +294,001 New
MG
68
Mather Group
Illinois
$40M -$1.54M -11,248 -4%
KeyBank National Association
69
KeyBank National Association
Ohio
$39.6M -$102K -745 -0.3%
FA
70
FDx Advisors
Illinois
$37.6M -$1.88M -13,809 -5%
SG Americas Securities
71
SG Americas Securities
New York
$36.7M +$21.3M +156,104 +138%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$36.7M +$3.33M +24,377 +10%
William Blair & Company
73
William Blair & Company
Illinois
$36.6M +$3.66M +26,795 +11%
CFB
74
Cullen/Frost Bankers
Texas
$36.3M +$358K +2,622 +1%
BCI
75
Brinker Capital Investments
Pennsylvania
$35.9M -$1.52M -11,132 -4%
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