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iShares Russell 1000 Value ETF
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Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47B
2
TF
TIAA FSB
Florida
+$426M
3
American Century Companies
American Century Companies
Missouri
+$361M
4
Bank of America
Bank of America
North Carolina
+$82.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$41.5M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
2
SB
Suntrust Banks
Georgia
-$90M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$88.3M
4
PAS
Park Avenue Securities
New York
-$46.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
876
Salem Investment Counselors
North Carolina
$86K +$86K +673 New
MIM
877
Macroview Investment Management
Maryland
$81K -$374K -2,926 -82%
JFA
878
JNBA Financial Advisors
Minnesota
$78K – – –
BWA
879
BDO Wealth Advisors
Florida
$70K +$128 +1 +0.2%
VNA
880
Valley National Advisers
Pennsylvania
$69K – – –
SFA
881
Stewardship Financial Advisors
Georgia
$66K – – –
HR
882
Howe & Rusling
New York
$65K – – –
BWP
883
Baldwin Wealth Partners
Massachusetts
$64K – – –
VCM
884
Versant Capital Management
Arizona
$64K – – –
WPW
885
Winthrop Partners - WNY
New York
$63.6K – – –
BRC
886
Bell Rock Capital
Delaware
$63K – – –
AIM
887
Axiom Investment Management
New York
$62K – – –
WCM
888
Whitener Capital Management
North Carolina
$61K – – –
TCOV
889
Trust Company of Vermont
Vermont
$60K -$11.5K -90 -16%
SL
890
Salomon & Ludwin
Virginia
$60K – – –
AWM
891
Apollon Wealth Management
South Carolina
$59K +$59K +461 New
SCA
892
Stonebridge Capital Advisors
Minnesota
$59K +$59K +465 New
TCM
893
TD Capital Management
Tennessee
$58K – – –
CI
894
CX Institutional
Indiana
$58K +$58K +457 New
EWM
895
Endurance Wealth Management
Rhode Island
$57K – – –
SP
896
Stairway Partners
Illinois
$56.9K +$3.19K +25,055 +6%
SMFS
897
Squar Milner Financial Services
California
$56K -$154K -1,214 -73%
TF
898
Tompkins Financial
New York
$54K +$54K +428 New
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K – – –
BWM
900
BerganKDV Wealth Management
Minnesota
$52K -$85.4K -667 -62%
34 35
36
37 38