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iShares Russell 1000 Value ETF
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Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$521M
2
SW
SVB Wealth
Massachusetts
$299M
3
Bank of America
Bank of America
North Carolina
$5.64B
4
PAS
Park Avenue Securities
New York
$47.1M
5
BlackRock
BlackRock
New York
$271M

Top Sellers

1
Citigroup
Citigroup
New York
$392M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
American Century Companies
Missouri
$808M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
851
Brown Brothers Harriman & Co
New York
$138K -$13.4K -104 -9%
LC
852
Lindbrook Capital
California
$137K – – –
SIM
853
Sonora Investment Management
Arizona
$133K +$133K +1,035 New
M
854
MOTCO
Texas
$130K +$19.4K +151 +18%
BFEC
855
Benjamin F. Edwards & Company
Missouri
$128K – – –
SWA
856
Sutton Wealth Advisors
Florida
$125K – – –
MFT
857
Moisand Fitzgerald Tamayo
Florida
$121K – – –
AA
858
Advisory Alpha
Michigan
$120K +$120K +963 New
FCFS
859
First Command Financial Services
Texas
$120K +$9.62K +75 +9%
FCB
860
First Command Bank
Texas
$120K +$9.62K +75 +9%
FPFS
861
First Personal Financial Services
North Carolina
$114K – – –
BC
862
Bartlett & Co
Ohio
$112K – – –
BCWM
863
Bartlett & Co Wealth Management
Ohio
$112K – – –
BCA
864
Bray Capital Advisors
Florida
$104K – – –
CFD
865
Creative Financial Designs
Indiana
$103K – – –
POIA
866
Pin Oak Investment Advisors
Texas
$98K – – –
Simplex Trading
867
Simplex Trading
Illinois
$91K +$91K +715 New
SWM
868
Selective Wealth Management
Virginia
$90K +$90K +700 New
MDCM
869
Morgan Dempsey Capital Management
Wisconsin
$88K – – –
VNA
870
Valley National Advisers
Pennsylvania
$87K +$17.4K +135 +25%
SIC
871
Salem Investment Counselors
North Carolina
$86K – – –
WPA
872
West Paces Advisors
Georgia
$79K +$79K +616 New
Lazard Asset Management
873
Lazard Asset Management
New York
$79K -$11.5K -90 -13%
JFA
874
JNBA Financial Advisors
Minnesota
$79K – – –
CCM
875
Cribstone Capital Management
Maine
$77K -$11.3K -88 -13%
33 34
35
36 37