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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 %
DPA
901
Delphi Private Advisors
California
$37K -$34.5K -280 -48%
FFW
902
Fusion Family Wealth
New York
$37K – – –
ONST
903
Old North State Trust
North Carolina
$37K – – –
SFSIG
904
San Francisco Sentry Investment Group
California
$36K -$18.9K -152 -34%
JCM
905
Jacobi Capital Management
Pennsylvania
$34K -$32.8K -266 -49%
KPCM
906
Kings Point Capital Management
New York
$34K +$4.61K +37 +16%
MSFP
907
Mark Sheptoff Financial Planning
Connecticut
$32K – – –
JHCP
908
Jackson Hole Capital Partners
Oklahoma
$31K – – –
LGWM
909
Litman Gregory Wealth Management
California
$31K +$31K +250 New
CMO
910
Covenant Multifamily Offices
Texas
$28K +$28K +223 New
JWM
911
Janiczek Wealth Management
Colorado
$26K – – –
RIA
912
RPG Investment Advisory
California
$26K – – –
CB
913
CNB Bank
Pennsylvania
$25K – – –
SFA
914
Semmax Financial Advisors
North Carolina
$24K – – –
IF
915
Ironwood Financial
Arizona
$23K – – –
PCTC
916
Perkins Coie Trust Company
Washington
$22K – – –
SFSG
917
Stearns Financial Services Group
North Carolina
$22K +$22K +178 New
CA
918
Crewe Advisors
Utah
$21K – – –
PK
919
Pflug Koory
Nebraska
$21K – – –
FPB
920
First PREMIER Bank
South Dakota
$21K – – –
GI
921
Gradient Investments
Minnesota
$21K +$16.1K +129 +331%
DAM
922
Delta Asset Management
Tennessee
$20K – – –
FIB
923
First Interstate Bank
Montana
$20K – – –
FWM
924
Focused Wealth Management
New York
$16K – – –
IFAM
925
Institutional & Family Asset Management
Colorado
$15K -$63K -512 -81%
35 36
37
38 39