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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 %
DIA
1001
Dana Investment Advisors
Wisconsin
– -$622K -5,602 Closed
GFS
1002
GYL Financial Synergies
Connecticut
– -$599K -5,396 Closed
SIC
1003
SFE Investment Counsel
California
– -$517K -4,658 Closed
WHG
1004
Westwood Holdings Group
Texas
– -$475K -4,274 Closed
CI
1005
CX Institutional
Indiana
– -$446K -4,020 Closed
AGA
1006
Accuvest Global Advisors
Utah
– -$444K -4,000 Closed
FPCP
1007
Fort Point Capital Partners
California
– -$428K -3,851 Closed
SFM
1008
Systematic Financial Management
New Jersey
– -$394K -3,550 Closed
SCM
1009
Snow Capital Management
Pennsylvania
– -$392K -3,532 Closed
CFA
1010
Capstone Financial Advisors
Illinois
– -$388K -3,495 Closed
TW
1011
TrinityPoint Wealth
Connecticut
– -$372K -3,349 Closed
ZIC
1012
ZWJ Investment Counsel
Georgia
– -$342K -3,076 Closed
EWA
1013
ERTS Wealth Advisors
Michigan
– -$338K -3,048 Closed
HPCM
1014
High Pointe Capital Management
Illinois
– -$325K -2,930 Closed
MFC
1015
Miramar Fiduciary Corp
Nevada
– -$297K -2,672 Closed
FC
1016
Fulcrum Capital
Washington
– -$290K -2,608 Closed
BC
1017
Burney Company
Virginia
– -$280K -2,520 Closed
QAM
1018
Questar Asset Management
Minnesota
– -$276K -2,485 Closed
HWA
1019
HCR Wealth Advisors
California
– -$254K -2,286 Closed
JPG
1020
Jordan Park Group
California
– -$237K -2,132 Closed
AWM
1021
Alterna Wealth Management
Texas
– -$233K -2,000 Closed
1WA
1022
180 Wealth Advisors
Washington
– -$216K -1,708 Closed
GSIS
1023
Global Strategic Investment Solutions
Arizona
– -$178K -1,602 Closed
BOPW
1024
Brandywine Oak Private Wealth
Pennsylvania
– -$83K -1,210 Closed
LNB
1025
Ledyard National Bank
– -$122K -1,098 Closed
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