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iShares Russell 1000 Value ETF
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Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$521M
2
SW
SVB Wealth
Massachusetts
$299M
3
Bank of America
Bank of America
North Carolina
$5.64B
4
PAS
Park Avenue Securities
New York
$47.1M
5
BlackRock
BlackRock
New York
$271M

Top Sellers

1
Citigroup
Citigroup
New York
$392M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
American Century Companies
Missouri
$808M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
951
1 North Wealth Services
Maryland
$9K +$9K +68 New
TFA
952
Toth Financial Advisory
Virginia
$8K – – –
UB
953
UMB Bank
Missouri
$7.61K +$181 +1,412 +2%
GT
954
Glenmede Trust
Pennsylvania
$7.43K -$530 -4,135 -7%
CAW
955
Cornerstone Advisors (Washington)
Washington
$7K – – –
EAM
956
Eukles Asset Management
Ohio
$6K – – –
GIP
957
Granite Investment Partners
California
$4K – – –
VCM
958
Versant Capital Management
Arizona
$2K -$46.3K -486 -96%
SIAP
959
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2K +12 New
NL
960
NVWM LLC
Pennsylvania
$1K +$1K +7 New
PC
961
Pecaut & Co
Iowa
$1K +$1K +11 New
FCH
962
Freestone Capital Holdings
Washington
$203 +$203 +1,586 New
SWP
963
Strategic Wealth Partners
Ohio
$12 – – –
PWPCM
964
Perella Weinberg Partners Capital Management
New York
– -$90.7M -721,213 Closed
William Blair Investment Management
965
William Blair Investment Management
Illinois
– -$67.3M -528,880 Closed
BNP Paribas Financial Markets
966
BNP Paribas Financial Markets
France
– -$25.1M -197,265 Closed
CL
967
Cabana LLC
Arkansas
– -$18.6M -149,984 Closed
FTUS
968
Flow Traders U.S.
New York
– -$10.4M -82,006 Closed
PL
969
Polianta Ltd
Jersey
– -$7.46M -58,600 Closed
RCAG
970
Rehmann Capital Advisory Group
Michigan
– -$6.56M -51,588 Closed
NYLIM
971
New York Life Investment Management
New York
– -$6.5M -51,085 Closed
B
972
Barings
North Carolina
– -$6.08M -47,800 Closed
SPL
973
Smart Portfolios LLC
Washington
– -$4.9M -38,510 Closed
PV
974
Private Vista
Illinois
– -$4.09M -32,164 Closed
FTS
975
Fifth Third Securities
Ohio
– -$4.08M -32,063 Closed
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39
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