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

Top Sellers

1
Citigroup
1
Citigroup
New York
$392M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$808M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$30.9M -$3.38M -26,376 -10%
BUB
77
BBVA USA Bancshares
Texas
$30.6M -$64.4K -502 -0.2%
LC
78
Landaas & Company
Wisconsin
$30M +$901K +7,028 +3%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$29.9M +$6.42M +50,091 +27%
CA
80
Calton & Associates
Florida
$29.6M +$2.29M +17,857 +8%
WA
81
Waverly Advisors
Alabama
$27.4M -$245K -1,907 -0.9%
AllianceBernstein
82
AllianceBernstein
Tennessee
$27.1M -$11.5M -89,967 -30%
AG
83
Advisor Group
Arizona
$26.6M +$1.89M +14,719 +8%
LFWA
84
LBJ Family Wealth Advisors
Texas
$26M -$1.06M -8,272 -4%
NP
85
NorthRock Partners
Minnesota
$25.9M -$20.1M -156,898 -44%
PFBT
86
Parkside Financial Bank & Trust
Missouri
$25.8M +$712K +5,552 +3%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$25.2M -$7.22M -56,296 -22%
SQA
88
Simon Quick Advisors
New Jersey
$25.2M +$1.4M +10,929 +6%
MML Investors Services
89
MML Investors Services
Massachusetts
$25.1M -$3.32M -25,865 -12%
TAIM
90
TD Ameritrade Investment Management
Nebraska
$25.1M +$1.95M +15,210 +8%
AP
91
Advisors Preferred
Maryland
$24.3M +$24.3M +189,820 New
NFG
92
Noven Financial Group
Colorado
$24.1M +$648K +5,053 +3%
PA
93
PFW Advisors
Georgia
$23.2M +$23.2M +122,073 New
FAM
94
Flaharty Asset Management
Florida
$22.5M +$667K +5,201 +3%
UCFA
95
United Capital Financial Advisors
Texas
$22.4M +$1.26M +9,819 +6%
HCC
96
Hirtle Callaghan & Co
Pennsylvania
$22.1M +$1.89M +14,723 +9%
PA
97
Parkside Advisors
California
$21.9M -$2.09M -16,323 -9%
IIC
98
Integrated Investment Consultants
Michigan
$21.8M +$263K +2,053 +1%
CA
99
Cetera Advisors
Colorado
$21.7M +$174K +1,353 +0.8%
CAM
100
Crestone Asset Management
Colorado
$21.5M -$984K -7,670 -4%
2 3
4
5 6