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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 %
ME
751
McIlrath & Eck
Washington
$260K -$22.2K -180 -8%
SWM
752
SVA Wealth Management
Wisconsin
$259K – – –
ZCA
753
Zeke Capital Advisors
Pennsylvania
$259K +$12.3K +100 +5%
FA
754
Financial Advisors
Massachusetts
$255K – – –
KC
755
Kingfisher Capital
North Carolina
$254K +$1.36K +11 +0.5%
FWIA
756
Fort Washington Investment Advisors
Ohio
$253K +$253K +2,047 New
DY
757
Dowling & Yahnke
California
$252K -$49.5K -401 -16%
RPGK
758
Retirement Planning Group (Kansas)
Kansas
$252K -$36.3K -294 -13%
GAM
759
Gemmer Asset Management
California
$249K -$1.48K -12 -0.6%
BS
760
Boenning & Scattergood
Pennsylvania
$249K +$26K +211 +12%
RT
761
Rockland Trust
Massachusetts
$247K – – –
WP
762
WealthSource Partners
California
$246K -$1.11K -9 -0.4%
FIM
763
Fernwood Investment Management
Massachusetts
$245K – – –
JG
764
Jefferies Group
New York
$245K – – –
EWM
765
Empirical Wealth Management
Washington
$245K – – –
PWW
766
Pettyjohn Wood & White
Virginia
$244K – – –
DBT
767
Dubuque Bank & Trust
Iowa
$240K – – –
LA
768
LVW Advisors
New York
$240K +$240K +1,944 New
KPW
769
Kore Private Wealth
New York
$236K -$9.02K -73 -4%
CA
770
Capital Advantage
California
$236K +$236K +1,910 New
BA
771
Baugh & Associates
Georgia
$234K – – –
GT
772
Greenleaf Trust
Michigan
$234K – – –
BFA
773
Bragg Financial Advisors
North Carolina
$233K – – –
BBHC
774
Brown Brothers Harriman & Co
New York
$233K +$56.4K +456 +32%
FIM
775
Freedom Investment Management
Connecticut
$233K +$233K +1,884 New
29 30
31
32 33