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iShares Russell 1000 Value ETF
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Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
1
Citigroup
New York
$2.88B
2
TF
2
TIAA FSB
Florida
$587M
3
American Century Companies
3
American Century Companies
Missouri
$879M
4
Bank of America
4
Bank of America
North Carolina
$5.51B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$84.7M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$0
2
SB
2
Suntrust Banks
Georgia
$231M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$67.3M
4
PAS
4
Park Avenue Securities
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$21.3M +$695K +5,467 +3%
UCFA
102
United Capital Financial Advisors
Texas
$20.9M +$1.59M +12,526 +8%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$20.7M +$127K +997 +0.6%
QI
104
QS Investors
New York
$20.4M -$925K -7,272 -4%
HCC
105
Hirtle Callaghan & Co
Pennsylvania
$20.1M +$290K +2,276 +1%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$19.8M +$842K +6,622 +4%
LMIM
107
Lockheed Martin Investment Management
Maryland
$19.7M – – –
PFP
108
Pinnacle Financial Partners
Tennessee
$19.4M -$995K -7,825 -5%
PSUF
109
People's United Financial
Connecticut
$19.2M +$426K +3,346 +2%
CL
110
Cabana LLC
Arkansas
$18.6M +$13.1M +105,897 +240%
MAM
111
Marquette Asset Management
Minnesota
$18.4M -$152K -1,197 -0.8%
ECG
112
Edge Capital Group
Georgia
$18M +$385K +3,026 +2%
MCM
113
MAI Capital Management
Ohio
$18M +$254 +2 +0%
Comerica Bank
114
Comerica Bank
Texas
$17.3M -$2.47M -19,282 -13%
AIA
115
Alera Investment Advisors
Illinois
$17.3M +$1.32M +10,405 +8%
SWP
116
Stratos Wealth Partners
Ohio
$16.9M -$217K -1,707 -1%
LNC
117
Lincoln National Corp
Pennsylvania
$16.6M -$252K -1,984 -2%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$16.4M -$468K -3,677 -3%
PWM
119
Paulson Wealth Management
Illinois
$16.3M +$661K +5,116 +4%
MBT
120
Montecito Bank & Trust
California
$16.1M -$1.6M -12,613 -9%
SAM
121
Silvercrest Asset Management
New York
$16.1M -$129K -1,017 -0.8%
EIC
122
Equity Investment Corp
Georgia
$15.8M +$7.72M +60,712 +95%
CI
123
Cambiar Investors
Colorado
$15.4M +$10.7M +84,143 +226%
GIM
124
Goelzer Investment Management
Indiana
$15.4M -$57K -448 -0.4%
FCI
125
Financial Counselors Inc
Kansas
$15.4M -$1.65M -12,976 -10%
3 4
5
6 7