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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 %
IIC
101
Integrated Investment Consultants
Michigan
$20.3M +$58.9K +477 +0.3%
CA
102
Cetera Advisors
Colorado
$20M +$776K +6,279 +4%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$20M -$1.17M -9,442 -6%
PFP
104
Pinnacle Financial Partners
Tennessee
$19.8M -$896K -7,254 -4%
MIAN
105
Mariner Independent Advisor Network
Kansas
$19.8M -$5.71M -45,880 -22%
Comerica Bank
106
Comerica Bank
Texas
$19.3M -$1.68M -13,390 -8%
HCC
107
Hirtle Callaghan & Co
Pennsylvania
$19.2M +$932K +7,547 +5%
LMIM
108
Lockheed Martin Investment Management
Maryland
$19.1M +$19.1M +155,000 New
FIMS
109
FBL Investment Management Services
Iowa
$18.9M +$15.4M +128,665 +444%
UCFA
110
United Capital Financial Advisors
Texas
$18.8M -$4.15M -33,598 -18%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$18.4M -$2.94M -23,791 -14%
PSUF
112
People's United Financial
Connecticut
$18.2M -$419K -3,391 -2%
MAM
113
Marquette Asset Management
Minnesota
$18.1M +$28.2K +228 +0.2%
MCM
114
MAI Capital Management
Ohio
$17.4M +$95.2K +771 +0.5%
MBT
115
Montecito Bank & Trust
California
$17.2M -$1.43M -11,613 -8%
ECG
116
Edge Capital Group
Georgia
$17.1M -$3.4M -27,557 -17%
SWP
117
Stratos Wealth Partners
Ohio
$16.6M +$925K +7,493 +6%
FCI
118
Financial Counselors Inc
Kansas
$16.5M -$1.18M -9,566 -7%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$16.3M +$16.3M +132,390 New
LNC
120
Lincoln National Corp
Pennsylvania
$16.3M +$941K +7,623 +6%
SAM
121
Silvercrest Asset Management
New York
$15.8M -$2.65M -21,441 -14%
NSLI
122
Nan Shan Life Insurance
Taiwan
$15.6M – – –
AIA
123
Alera Investment Advisors
Illinois
$15.5M +$1.66M +13,460 +12%
Rafferty Asset Management
124
Rafferty Asset Management
New York
$15.3M +$15.3M +123,796 New
MPM
125
Meritage Portfolio Management
Kansas
$15.2M +$11M +89,003 +263%
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