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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 %
WCM
776
WealthBridge Capital Management
Ohio
$232K +$12.5K +100 +6%
PBO
777
Peoples Bank (Ohio)
Ohio
$231K – – –
VF
778
Virtu Financial
New York
$231K +$231K +1,868 New
EB
779
Eastern Bank
Massachusetts
$230K – – –
PFM
780
Parsec Financial Management
North Carolina
$230K +$230K +1,863 New
Betterment LLC
781
Betterment LLC
New York
$230K +$230K +1,865 New
NGA
782
Naples Global Advisors
Florida
$228K – – –
IAA
783
Independent Advisor Alliance
North Carolina
$227K -$123K -997 -35%
SKK
784
Shepherd Kaplan Krochuk
Massachusetts
$227K +$1.24K +10 +0.5%
CIAS
785
Capital Investment Advisory Services
North Carolina
$226K – – –
FHA
786
Flagship Harbor Advisors
Massachusetts
$225K +$6.65K +54 +3%
PFO
787
Pathstone Family Office
New Jersey
$225K +$97.3K +789 +76%
JWBC
788
J.W. Burns & Co
New York
$225K +$225K +1,824 New
WF
789
WoodTrust Financial
Wisconsin
$224K -$79.3K -643 -26%
VCA
790
Verdence Capital Advisors
Maryland
$223K -$11.5M -93,318 -98%
CCM
791
Canal Capital Management
Virginia
$223K -$81.2K -659 -27%
FNB
792
Farmers National Bank
Kentucky
$223K +$223K +1,802 New
ACA
793
Aptus Capital Advisors
Alabama
$223K +$223K +1,807 New
DAS
794
Dynamic Advisor Solutions
Arizona
$223K +$223K +1,808 New
PPCM
795
Pillar Pacific Capital Management
California
$222K +$222K +1,796 New
BRM
796
Boston Research & Management
Massachusetts
$222K +$222K +1,800 New
LWM
797
Liberty Wealth Management
California
$221K -$2.96K -24 -1%
CWM
798
Campbell Wealth Management
Virginia
$216K +$216K +1,748 New
SB
799
Simmons Bank
Arkansas
$216K +$216K +1,750 New
VWM
800
Venturi Wealth Management
Texas
$214K -$602K -4,816 -74%
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