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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.36B
2
BlackRock
2
BlackRock
New York
$502M
3
Truist Financial
3
Truist Financial
North Carolina
$271M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$768M
5
Stifel Financial
5
Stifel Financial
Missouri
$201M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$509M
2
M&T Bank
2
M&T Bank
New York
$0
3
JRP
3
Jasper Ridge Partners
California
$387M
4
Axa
4
Axa
France
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$24.5M +$7.11M +52,322 +41%
FAM
102
Flaharty Asset Management
Florida
$24.5M +$539K +3,949 +2%
TC
103
Telemus Capital
Michigan
$24.3M +$9.94M +72,846 +69%
CA
104
Cetera Advisors
Colorado
$24M +$984K +7,206 +4%
ZIM
105
Zacks Investment Management
Illinois
$24M +$23.4M +171,421 +3,686%
EIC
106
Equity Investment Corp
Georgia
$24M +$2.86M +20,942 +14%
SQA
107
Simon Quick Advisors
New Jersey
$23.9M -$2.89M -21,164 -11%
RFC
108
Regions Financial Corp
Alabama
$23.8M +$3.73M +27,301 +19%
HCC
109
Hirtle Callaghan & Co
Pennsylvania
$23.7M +$97.3K +712 +0.4%
IIC
110
Integrated Investment Consultants
Michigan
$23.2M +$7.78K +57 +0%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$22.9M +$1.22M +8,922 +6%
AIA
112
Alera Investment Advisors
Illinois
$22.3M +$1.89M +13,861 +9%
BC
113
Brinker Capital
Pennsylvania
$22M +$14.1M +103,282 +179%
LMIM
114
Lockheed Martin Investment Management
Maryland
$21.2M – – –
SAM
115
Silvercrest Asset Management
New York
$20.6M +$4.15M +30,438 +25%
RWG
116
Regal Wealth Group
California
$20.5M +$199K +1,459 +1%
FWM
117
FSA Wealth Management
Massachusetts
$20.5M +$20.5M +150,184 New
MCM
118
MAI Capital Management
Ohio
$20.4M +$339K +2,483 +2%
IAA
119
Independent Advisor Alliance
North Carolina
$20M +$20M +146,339 New
PSUF
120
People's United Financial
Connecticut
$19.7M +$159K +1,164 +0.8%
PFP
121
Pinnacle Financial Partners
Tennessee
$19.5M +$105K +770 +0.5%
MAM
122
Marquette Asset Management
Minnesota
$19.5M -$298K -2,184 -2%
PA
123
Parkside Advisors
California
$19.3M -$3.99M -29,225 -17%
ECG
124
Edge Capital Group
Georgia
$19.2M -$886K -6,494 -4%
OAM
125
Oppenheimer Asset Management
New York
$19M +$9.54M +69,900 +100%
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5
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