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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 %
CFB
76
Cullen/Frost Bankers
Texas
$33.8M -$8.89M -72,164 -21%
Barclays
77
Barclays
United Kingdom
$32.2M +$31.3M +253,232 +3,552%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$30.9M +$4.71M +38,103 +18%
PAG
79
Private Advisor Group
New Jersey
$30.2M -$251K -2,030 -0.8%
NFG
80
Nadler Financial Group
Illinois
$30.1M -$2.72M -22,050 -8%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$30.1M -$3.39M -27,452 -10%
William Blair & Company
82
William Blair & Company
Illinois
$28.9M +$2.49M +20,178 +9%
BUB
83
BBVA USA Bancshares
Texas
$28.6M -$332K -2,685 -1%
MML Investors Services
84
MML Investors Services
Massachusetts
$28.3M -$6.68M -54,116 -19%
SPIA
85
Steward Partners Investment Advisory
New York
$27.2M -$3.92M -31,721 -13%
LC
86
Landaas & Company
Wisconsin
$26.9M +$737K +5,968 +3%
WA
87
Waverly Advisors
Alabama
$26.9M -$1.5M -12,139 -5%
LFWA
88
LBJ Family Wealth Advisors
Texas
$25.8M +$75.8K +614 +0.3%
CA
89
Calton & Associates
Florida
$25.4M +$1.12M +9,099 +5%
CAM
90
Crestone Asset Management
Colorado
$23.4M +$597K +4,836 +3%
PA
91
Parkside Advisors
California
$23.1M +$264K +2,134 +1%
PFBT
92
Parkside Financial Bank & Trust
Missouri
$23.1M +$1.2M +9,724 +5%
RFC
93
Regions Financial Corp
Alabama
$23M -$2.57M -20,823 -10%
AG
94
Advisor Group
Arizona
$22.9M +$286K +2,313 +1%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$22.8M +$7.55M +61,142 +49%
NFG
96
Noven Financial Group
Colorado
$22.1M +$19.9M +161,546 +917%
FAM
97
Flaharty Asset Management
Florida
$21.6M -$63.5K -514 -0.3%
AP
98
Advisors Preferred
Maryland
$20.8M +$16.4M +132,984 +373%
CFS
99
Ceros Financial Services
Maryland
$20.8M +$20.8M +168,672 New
QI
100
QS Investors
New York
$20.7M -$407K -3,298 -2%
2 3
4
5 6