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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 %
CCM
726
Condor Capital Management
New Jersey
$296K +$296K +2,401 New
BA
727
BKS Advisors
Michigan
$295K – – –
SYBT
728
Stock Yards Bank & Trust
Kentucky
$293K +$54.4K +440 +23%
CFS
729
CRA Financial Services
New Jersey
$289K +$2.47K +20 +0.9%
MWA
730
Meridian Wealth Advisors
Texas
$288K -$353K -2,853 -55%
KWMG
731
King Wealth Management Group
Florida
$286K +$286K +2,312 New
WT
732
Washington Trust
Rhode Island
$283K – – –
CWM
733
Calamos Wealth Management
Illinois
$282K – – –
First Manhattan
734
First Manhattan
New York
$280K – – –
AWM
735
Avondale Wealth Management
Texas
$280K – – –
MWM
736
Meridian Wealth Management
Kentucky
$279K +$247 +2 +0.1%
GSWM
737
Golden State Wealth Management
California
$275K +$275K +2,229 New
KA
738
Kovack Advisors
Florida
$273K -$89K -721 -25%
RC
739
RegentAtlantic Capital
New Jersey
$273K – – –
CPA
740
Clear Perspective Advisors
Illinois
$272K -$20.1K -163 -7%
SFP
741
Shepherd Financial Partners
Massachusetts
$272K +$36.1K +292 +15%
PCA
742
Providence Capital Advisors
North Carolina
$271K – – –
DLHL
743
Donald L. Hagan LLC
Florida
$269K -$2.03M -16,389 -88%
PC
744
Port Capital
Illinois
$269K – – –
SWA
745
Stratos Wealth Advisors
Ohio
$268K -$11.8K -95 -4%
SC
746
Schoolcraft Capital
Colorado
$268K +$268K +2,167 New
WA
747
WealthTrust Axiom
Pennsylvania
$266K – – –
GC
748
Gibson Capital
Pennsylvania
$263K – – –
EIP
749
Ellis Investment Partners
Pennsylvania
$262K -$40.2K -323 -13%
FFN
750
Focus Financial Network
Minnesota
$262K +$262K +2,119 New
28 29
30
31 32