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iShares Russell 1000 Value ETF
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Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
Jasper Ridge Partners
California
$521M
2
SW
SVB Wealth
Massachusetts
$299M
3
Bank of America
Bank of America
North Carolina
$5.64B
4
PAS
Park Avenue Securities
New York
$47.1M
5
BlackRock
BlackRock
New York
$271M

Top Sellers

1
Citigroup
Citigroup
New York
$392M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
American Century Companies
Missouri
$808M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$501M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
151
HBK Sorce Advisory
Pennsylvania
$11.2M -$277K -2,158 -2%
Aristotle Capital Management
152
Aristotle Capital Management
California
$11.2M -$584K -4,553 -5%
AF
153
Advisornet Financial
Minnesota
$11.1M -$1.28M -10,015 -10%
V
154
Veritable
Delaware
$10.9M -$3.84M -29,900 -26%
JIC
155
Johnson Investment Counsel
Ohio
$10.8M -$238K -1,856 -2%
EC
156
Estate Counselors
Wisconsin
$10.5M +$123K +960 +1%
RJT
157
Raymond James Trust
Florida
$10.4M +$37.5K +292 +0.4%
GH
158
GAM Holding
Switzerland
$10.3M – – –
BF
159
BOK Financial
Oklahoma
$10.3M -$105K -821 -1%
CP
160
Covenant Partners
Tennessee
$10.1M -$75.7K -590 -0.7%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$10M +$524K +4,083 +6%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$9.94M -$15.8M -122,804 -61%
PA
163
Prism Advisors
California
$9.91M +$260K +2,029 +3%
MAM
164
Meeder Asset Management
Ohio
$9.8M +$1.67M +13,016 +21%
SWMG
165
Sanchez Wealth Management Group
Florida
$9.47M +$395K +3,077 +4%
FCBT
166
First Citizens Bank & Trust
North Carolina
$9.36M +$1.26M +9,854 +16%
NL
167
NWAM LLC
Washington
$9.26M +$394K +3,075 +4%
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$9.17M +$54.6K +426 +0.6%
Allianz Asset Management
169
Allianz Asset Management
Germany
$8.95M +$1.27M +9,939 +17%
OAM
170
Oppenheimer Asset Management
New York
$8.94M +$307K +2,393 +4%
TL
171
TrueWealth LLC
Georgia
$8.78M -$546K -4,261 -6%
ZB
172
Zions Bancorporation
Utah
$8.6M -$1.1M -8,543 -11%
GMA
173
Goldstein Munger & Associates
California
$8.44M -$33.3K -260 -0.4%
PI
174
PineBridge Investments
New York
$8.44M +$1.34M +10,421 +19%
CG
175
Colony Group
Massachusetts
$8.37M -$161K -1,259 -2%
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