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

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$509M
2
M&T Bank
M&T Bank
New York
$0
3
JRP
Jasper Ridge Partners
California
$387M
4
Axa
Axa
France
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Paulson Wealth Management
Illinois
$18.6M +$1.53M +11,030 +9%
I
127
IberiaBank
Louisiana
$18.3M +$2.54M +18,600 +16%
LNC
128
Lincoln National Corp
Pennsylvania
$18.2M -$2.49M -18,258 -12%
SWP
129
Stratos Wealth Partners
Ohio
$17.7M -$219K -1,606 -1%
BPB
130
Badgley, Phelps & Bell
Washington
$17M +$1.33M +9,740 +8%
QI
131
QS Investors
New York
$16.9M -$4.2M -30,637 -20%
LAM
132
Lyrical Asset Management
New York
$16.9M +$16.9M +123,737 New
GIM
133
Goelzer Investment Management
Indiana
$16.9M -$254K -1,858 -1%
FCI
134
Financial Counselors Inc
Kansas
$16.8M +$193K +1,417 +1%
IA
135
Independence Advisors
Pennsylvania
$16.3M -$97.6K -715 -0.6%
AF
136
Advisornet Financial
Minnesota
$16.1M +$4.27M +31,269 +36%
NA
137
Nottingham Advisors
New York
$15.8M -$20.5K -150 -0.1%
CAL
138
Capital Advisors Ltd
Ohio
$15.8M +$2.61M +19,115 +20%
MBT
139
Montecito Bank & Trust
California
$15.2M -$431K -3,158 -3%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$15.2M +$12.7M +92,398 +505%
FB
141
Fulton Bank
Pennsylvania
$15.1M +$38.8K +284 +0.3%
Aristotle Capital Management
142
Aristotle Capital Management
California
$15M +$3.1M +22,715 +26%
MIAN
143
Mariner Independent Advisor Network
Kansas
$14.9M +$385K +2,818 +3%
CG
144
Corundum Group
Colorado
$14.9M -$25.8K -189 -0.2%
QIM
145
Quest Investment Management
Oregon
$14.9M – – –
GW
146
GW & Wade
Massachusetts
$14.9M +$659K +4,826 +5%
LCOV
147
London Company of Virginia
Virginia
$14.7M +$12.5M +91,601 +560%
AB
148
Amalgamated Bank
New York
$14.5M +$6.23M +45,627 +76%
MCM
149
MV Capital Management
Maryland
$14.3M -$167K -1,220 -1%
FSA
150
Financial Services Advisory
Maryland
$14.3M +$14.3M +104,477 New
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