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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 %
HSA
151
HBK Sorce Advisory
Pennsylvania
$11.2M -$40.1K -325 -0.4%
HS
152
Horan Securities
United States
$10.9M -$292K -2,361 -3%
EIG
153
Ellenbecker Investment Group
Wisconsin
$10.9M +$5.32M +43,120 +95%
Aristotle Capital Management
154
Aristotle Capital Management
California
$10.7M -$46.9M -379,956 -81%
EWM
155
Evercore Wealth Management
New York
$10.5M -$777K -6,289 -7%
WSFS
156
Wilmington Savings Fund Society
Delaware
$10.4M +$618K +5,005 +6%
ZB
157
Zions Bancorporation
Utah
$10.3M +$10.3M +83,007 New
EWA
158
EP Wealth Advisors
California
$10.2M -$174K -1,412 -2%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$10.2M +$7.01M +56,800 +223%
PI
160
Putnam Investments
Massachusetts
$10.2M +$9.04M +73,241 +815%
TC
161
Telemus Capital
Michigan
$10M -$771K -6,241 -7%
GH
162
GAM Holding
Switzerland
$9.94M – – –
CP
163
Covenant Partners
Tennessee
$9.88M -$19.2M -155,598 -66%
RJT
164
Raymond James Trust
Florida
$9.85M -$779K -6,305 -7%
EC
165
Estate Counselors
Wisconsin
$9.45M +$5.21M +42,200 +123%
AB
166
Amalgamated Bank
New York
$9.37M +$6.19M +50,100 +194%
BSW
167
Buckingham Strategic Wealth
Missouri
$9.16M +$598K +4,840 +7%
RhumbLine Advisers
168
RhumbLine Advisers
Massachusetts
$9.13M -$8.27M -66,953 -48%
TL
169
TrueWealth LLC
Georgia
$8.94M +$63K +510 +0.7%
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$8.75M -$1.14M -9,208 -12%
NL
171
NWAM LLC
Washington
$8.72M +$1.82M +14,709 +26%
SWMG
172
Sanchez Wealth Management Group
Florida
$8.58M +$118K +959 +1%
ICMP
173
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.52M -$114K -925 -1%
OAM
174
Oppenheimer Asset Management
New York
$8.47M -$37.3M -302,245 -81%
Natixis Advisors
175
Natixis Advisors
Massachusetts
$8.33M +$1.03M +8,347 +14%
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