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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 %
SKK
1001
Shepherd Kaplan Krochuk
Massachusetts
– -$235K -1,846 Closed
CIC
1002
Cutler Investment Counsel
Oregon
– -$233K -1,835 Closed
BA
1003
Bristlecone Advisors
Washington
– -$224K -1,757 Closed
RWM
1004
Reston Wealth Management
Virginia
– -$212K -1,663 Closed
CF
1005
Centaurus Financial
California
– -$211K -1,659 Closed
FSA
1006
Financial Sense Advisors
California
– -$208K -1,637 Closed
AIP
1007
Almanack Investment Partners
Pennsylvania
– -$182K -1,433 Closed
PCP
1008
Proficio Capital Partners
Massachusetts
– -$178K -1,403 Closed
EWM
1009
Executive Wealth Management
Michigan
– -$117K -918 Closed
TNBTD
1010
Trustmark National Bank Trust Department
Mississippi
– -$114K -899 Closed
AIM
1011
Axiom Investment Management
New York
– -$62K -491 Closed
AWM
1012
Apollon Wealth Management
South Carolina
– -$59K -461 Closed
CI
1013
CX Institutional
Indiana
– -$58K -457 Closed
SMFS
1014
Squar Milner Financial Services
California
– -$56K -441 Closed
BWM
1015
BerganKDV Wealth Management
Minnesota
– -$52K -406 Closed
APCM
1016
Alaska Permanent Capital Management
Alaska
– -$50K -399 Closed
AOWM
1017
Alpha Omega Wealth Management
Virginia
– -$39K -305 Closed
GAM
1018
Griffin Asset Management
New York
– -$26K -207 Closed
AWM
1019
Avior Wealth Management
Nebraska
– -$12K -96 Closed
AIM
1020
Advantage Investment Management
Iowa
– -$4K -30 Closed
RWA
1021
Redhawk Wealth Advisors
Minnesota
– -$3K -22 Closed
IRC
1022
Investors Research Corp
Georgia
– -$1K -8 Closed
TFA
1023
Transamerica Financial Advisors
Florida
– -$1K -2 Closed
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