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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 %
IA
126
Independence Advisors
Pennsylvania
$15.1M +$286K +2,318 +2%
NA
127
Nottingham Advisors
New York
$15M +$3.77M +30,142 +34%
GIM
128
Goelzer Investment Management
Indiana
$15M +$2.72M +22,057 +22%
PWM
129
Paulson Wealth Management
Illinois
$14.9M +$1.04M +8,415 +7%
BPB
130
Badgley, Phelps & Bell
Washington
$14.7M -$6.18M -50,026 -30%
V
131
Veritable
Delaware
$14.1M +$2.84M +23,010 +25%
FB
132
Fulton Bank
Pennsylvania
$14.1M -$883K -7,148 -6%
CAL
133
Capital Advisors Ltd
Ohio
$14.1M +$125K +1,012 +0.9%
CG
134
Corundum Group
Colorado
$13.9M -$318K -2,577 -2%
ANTB
135
AMG National Trust Bank
Colorado
$13.8M +$353K +2,855 +3%
AF
136
Advisornet Financial
Minnesota
$13.6M -$7.33M -59,348 -35%
PA
137
Prism Advisors
California
$13.3M -$249K -2,017 -2%
PI
138
PineBridge Investments
New York
$13.3M +$684K +5,535 +5%
MCM
139
MV Capital Management
Maryland
$13.2M -$1.69M -13,655 -11%
JIC
140
Johnson Investment Counsel
Ohio
$12.9M -$257K -2,080 -2%
I
141
IberiaBank
Louisiana
$12.9M -$1.48M -11,946 -10%
QIM
142
Quest Investment Management
Oregon
$12.8M – – –
SWM
143
Segment Wealth Management
Texas
$12.6M -$774K -6,264 -6%
RM
144
Resource Management
Louisiana
$12.6M -$212K -1,720 -2%
GW
145
GW & Wade
Massachusetts
$12.3M +$123K +998 +1%
GIA
146
GHP Investment Advisors
Colorado
$12.1M +$231K +1,869 +2%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$11.7M +$448K +3,627 +4%
RTS
148
Round Table Services
New Jersey
$11.5M +$567K +4,588 +5%
UBS AM
149
UBS AM
Illinois
$11.4M -$42.4K -343 -0.4%
BF
150
BOK Financial
Oklahoma
$11.3M +$1.56M +12,608 +16%
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