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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 %
WPW
876
Winthrop Partners - WNY
New York
$62.4K – – –
BRC
877
Bell Rock Capital
Delaware
$62K -$20.2K -162 -25%
BWP
878
Baldwin Wealth Partners
Massachusetts
$62K – – –
VCM
879
Versant Capital Management
Arizona
$62K +$2.57K +21 +4%
AIM
880
Axiom Investment Management
New York
$61K +$61K +491 New
WCM
881
Whitener Capital Management
North Carolina
$59K – – –
SL
882
Salomon & Ludwin
Virginia
$59K – – –
FNC
883
First National Corp
Massachusetts
$56K – – –
TCM
884
TD Capital Management
Tennessee
$56K – – –
EWM
885
Endurance Wealth Management
Rhode Island
$55K – – –
LWANC
886
Laurel Wealth Advisors (North Carolina)
North Carolina
$51K – – –
TC
887
Trust Company
Kansas
$50K +$38.2K +307 +323%
CG
888
Cutler Group
California
$49K +$49K +400 New
KL
889
KWMG LLC
Kansas
$48K – – –
AA
890
AlphaMark Advisors
Kentucky
$47K +$12.4K +100 +36%
SA
891
SRH Advisors
Kansas
$46K – – –
AIM
892
Anchor Investment Management
South Carolina
$42.7K – – –
Schroder Investment Management Group
893
Schroder Investment Management Group
United Kingdom
$42K – – –
WWM
894
Willingdon Wealth Management
North Carolina
$42K +$13.3K +107 +46%
VC
895
Vestor Capital
Illinois
$42K +$42K +344 New
AssetMark Inc
896
AssetMark Inc
California
$39K -$1.86K -15 -5%
MRCM
897
M&R Capital Management
New Jersey
$39K – – –
AOWM
898
Alpha Omega Wealth Management
Virginia
$38K -$98.1K -787 -72%
NWM
899
Northwest Wealth Management
Iowa
$38K +$29.8K +239 +362%
LHC
900
Little House Capital
Massachusetts
$38K +$38K +313 New
34 35
36
37 38