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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 %
FFBTD
801
First Financial Bank - Trust Division
Ohio
$211K -$74.4K -602 -26%
RWM
802
Reston Wealth Management
Virginia
$210K -$49.6K -391 -19%
AF
803
Allworth Financial
California
$210K +$19.8K +160 +10%
BAC
804
Boys Arnold & Co
North Carolina
$208K +$208K +1,687 New
LSAG
805
Lake Street Advisors Group
New Hampshire
$208K +$208K +1,687 New
ClearBridge Investments
806
ClearBridge Investments
New York
$207K -$13.3M -107,757 -98%
Luther King Capital Management (LKCM)
807
Luther King Capital Management (LKCM)
Texas
$206K – – –
LIM
808
Leavell Investment Management
Alabama
$206K +$206K +1,671 New
APP
809
Avantax Planning Partners
Iowa
$206K +$206K +1,672 New
APC
810
Aspire Private Capital
North Carolina
$205K – – –
RCA
811
Rex Capital Advisors
Rhode Island
$205K +$205K +1,657 New
SMFS
812
Squar Milner Financial Services
California
$204K – – –
FAT
813
First American Trust
California
$204K +$204K +1,652 New
CSIC
814
Clifford Swan Investment Counsel
California
$203K +$203K +1,640 New
ACP
815
Aviance Capital Partners
Florida
$203K +$203K +1,640 New
POIA
816
Pin Oak Investment Advisors
Texas
$202K -$15.7K -127 -7%
DADC
817
D.A. Davidson & Co
Montana
$202K +$202K +1,692 New
PA
818
PFG Advisors
Arizona
$201K +$201K +1,574 New
FI
819
FormulaFolio Investments
Michigan
$201K +$201K +1,625 New
BO
820
BRR OpCo
Ohio
$200K +$200K +1,623 New
California State Teachers Retirement System (CalSTRS)
821
California State Teachers Retirement System (CalSTRS)
California
$198K -$1.96M -15,845 -91%
SWM
822
SeaCrest Wealth Management
New York
$195K -$8.16K -66 -4%
CFN
823
Cordasco Financial Network
Florida
$184K – – –
EI
824
Ellevest Inc
New York
$177K -$31.3K -253 -15%
AIA
825
Armor Investment Advisors
North Carolina
$177K – – –
31 32
33
34 35