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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 %
MWM
926
Mascoma Wealth Management
New Hampshire
$15K – – –
SIS
927
Sound Income Strategies
Florida
$12K -$26K -217 -68%
SWP
928
Strategic Wealth Partners
Ohio
$12K – – –
CWM
929
Catamount Wealth Management
Connecticut
$12K – – –
CICI
930
Capital Investment Counsel Inc
North Carolina
$12K +$12K +100 New
OAJ
931
Ogorek Anthony Joseph
New York
$11K – – –
TC
932
Truvestments Capital
Florida
$11K +$11K +86 New
NSIM
933
North Star Investment Management
Illinois
$10K – – –
ATC
934
Adirondack Trust Company
New York
$10K – – –
MWC
935
MBM Wealth Consultants
Missouri
$10K – – –
RIA
936
Realta Investment Advisors
Delaware
$10K +$10K +76 New
FDCDDQ
937
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.14K – – –
LDFR
938
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
MFBTD
939
MB Financial Bank - Trust Department
Illinois
$9K – – –
CA
940
Centerpoint Advisors
Massachusetts
$9K – – –
TFA
941
Toth Financial Advisory
Virginia
$8K – – –
GT
942
Glenmede Trust
Pennsylvania
$7.98K -$316 -2,560 -4%
IC
943
Inscription Capital
Texas
$7K – – –
CAW
944
Cornerstone Advisors (Washington)
Washington
$7K – – –
EAM
945
Eukles Asset Management
Ohio
$6K – – –
OWD
946
Osborn Williams & Donohoe
Ohio
$6K +$6K +47 New
LFG
947
Larson Financial Group
Missouri
$5K – – –
MAU
948
MRA Associates USA
Arizona
$4.45K +$4.45K +36 New
TVWM
949
Tower View Wealth Management
Wisconsin
$4K – – –
ACA
950
Anchor Capital Advisors
Massachusetts
$2.94K -$6.3K -51,007 -68%
36 37
38
39 40