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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
$2.88B
2
TF
TIAA FSB
Florida
$587M
3
American Century Companies
American Century Companies
Missouri
$879M
4
Bank of America
Bank of America
North Carolina
$5.51B
5
HSBC Holdings
HSBC Holdings
United Kingdom
$84.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$0
2
SB
Suntrust Banks
Georgia
$231M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$67.3M
4
PAS
Park Avenue Securities
New York
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
926
Griffin Asset Management
New York
$26K +$26K +207 New
BWL
927
Bogart Wealth LLC
Virginia
$25K -$48.6K -389 -66%
IF
928
Ironwood Financial
Arizona
$24K – – –
PCTC
929
Perkins Coie Trust Company
Washington
$23K – – –
SFSG
930
Stearns Financial Services Group
North Carolina
$23K – – –
HPC
931
HM Payson & Co
Maine
$23K +$23K +180 New
PK
932
Pflug Koory
Nebraska
$22K – – –
FPB
933
First PREMIER Bank
South Dakota
$22K – – –
CA
934
Crewe Advisors
Utah
$21K – – –
DAM
935
Delta Asset Management
Tennessee
$20K – – –
FIB
936
First Interstate Bank
Montana
$20K – – –
JCM
937
Jacobi Capital Management
Pennsylvania
$18K -$18K -138 -50%
MAU
938
MRA Associates USA
Arizona
$16.7K +$12.1K +95 +264%
IFAM
939
Institutional & Family Asset Management
Colorado
$16K – – –
GFPC
940
Global Financial Private Capital
Florida
$15K -$1.25M -9,775 -99%
FWM
941
Focused Wealth Management
New York
$13K -$4.03K -31 -24%
SIS
942
Sound Income Strategies
Florida
$13K – – –
CICI
943
Capital Investment Counsel Inc
North Carolina
$13K – – –
SWP
944
Strategic Wealth Partners
Ohio
$12K – – –
AWM
945
Avior Wealth Management
Nebraska
$12K +$12K +96 New
SFA
946
Semmax Financial Advisors
North Carolina
$11K -$13.5K -109 -55%
OAJ
947
Ogorek Anthony Joseph
New York
$11K – – –
MWC
948
MBM Wealth Consultants
Missouri
$11K – – –
ATC
949
Adirondack Trust Company
New York
$10K – – –
FDCDDQ
950
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.41K – – –
36 37
38
39 40