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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 %
STMM
176
South Texas Money Management
Texas
$8.29M -$28.6K -223 -0.3%
SBH
177
Segall Bryant & Hamill
Illinois
$8.2M -$269K -2,100 -3%
ICMP
178
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.18M -$623K -4,861 -7%
AB
179
Amalgamated Bank
New York
$7.75M -$2.13M -16,600 -22%
AL
180
Aspiriant LLC
California
$7.72M +$245K +1,911 +3%
FHA
181
First Horizon Advisors
Tennessee
$7.69M -$165K -1,285 -2%
FAAS
182
First Allied Advisory Services
California
$7.68M +$167K +1,299 +2%
I2I
183
Insight 2811 Inc
Illinois
$7.59M -$101K -784 -1%
BPWA
184
Beacon Pointe Wealth Advisors
California
$7.56M -$181K -1,413 -2%
BC
185
Brinker Capital
Pennsylvania
$7.4M -$1.82M -14,181 -20%
UWPG
186
Ullmann Wealth Partners Group
Florida
$7.32M -$249K -1,940 -3%
RhumbLine Advisers
187
RhumbLine Advisers
Massachusetts
$7.29M +$6.18M +48,166 +554%
PA
188
Parallel Advisors
California
$7.18M +$3.52M +27,475 +96%
OFG
189
Oxford Financial Group
Indiana
$7.06M +$1.37M +10,682 +24%
Victory Capital Management
190
Victory Capital Management
Texas
$6.87M +$5.82M +45,400 +554%
VFA
191
Valeo Financial Advisors
Indiana
$6.82M +$5.9K +46 +0.1%
RIS
192
Retirement Income Solutions
Michigan
$6.78M -$140K -1,090 -2%
EWM
193
Evercore Wealth Management
New York
$6.68M -$3.17M -24,750 -32%
SFM
194
Signet Financial Management
New Jersey
$6.66M -$624K -4,701 -9%
BSW
195
Buckingham Strategic Wealth
Missouri
$6.6M -$717K -5,590 -10%
TA
196
Tiedemann Advisors
New York
$6.55M +$1.21M +9,470 +23%
ACA
197
Anchor Capital Advisors
Massachusetts
$6.54M +$3.79M +29,555 +138%
BAAM
198
Baker Avenue Asset Management
California
$6.5M -$123K -960 -2%
PPA
199
Parametric Portfolio Associates
Washington
$6.5M +$1.6M +12,486 +33%
BAMG
200
Brand Asset Management Group
Missouri
$6.47M -$48.4K -377 -0.7%
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