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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
1
Bank of America
North Carolina
$6.36B
2
BlackRock
2
BlackRock
New York
$502M
3
Truist Financial
3
Truist Financial
North Carolina
$271M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$768M
5
Stifel Financial
5
Stifel Financial
Missouri
$201M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$509M
2
M&T Bank
2
M&T Bank
New York
$0
3
JRP
3
Jasper Ridge Partners
California
$387M
4
Axa
4
Axa
France
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$70.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
176
Covenant Partners
Tennessee
$11M +$248K +1,817 +2%
UBS AM
177
UBS AM
Illinois
$10.6M -$1.74M -12,780 -14%
PA
178
Prism Advisors
California
$10.6M +$12.6K +92 +0.1%
BF
179
BOK Financial
Oklahoma
$10.4M -$486K -3,563 -4%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$10.4M +$10.4M +76,280 New
SWMG
181
Sanchez Wealth Management Group
Florida
$10.4M +$283K +2,076 +3%
NL
182
NWAM LLC
Washington
$10.4M +$508K +3,725 +5%
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$10.4M +$599K +4,386 +6%
PI
184
PineBridge Investments
New York
$9.98M +$1.01M +7,375 +11%
RCM
185
RNC Capital Management
California
$9.9M +$9.59M +70,266 +3,055%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$9.71M +$3.56M +26,087 +58%
CG
187
Colony Group
Massachusetts
$9.7M +$787K +5,767 +9%
Kayne Anderson Rudnick Investment Management
188
Kayne Anderson Rudnick Investment Management
California
$9.53M +$5.5M +40,272 +136%
Boston Partners
189
Boston Partners
Massachusetts
$9.46M +$2.63M +19,251 +38%
CI Investments Inc
190
CI Investments Inc
Ontario, Canada
$9.28M +$4.52M +33,109 +95%
PA
191
Parallel Advisors
California
$9.1M +$1.46M +10,666 +19%
GMA
192
Goldstein Munger & Associates
California
$9.03M +$55.7K +408 +0.6%
TL
193
TrueWealth LLC
Georgia
$8.97M -$367K -2,688 -4%
IFO
194
Independent Family Office
New York
$8.88M +$8.88M +65,057 New
FAAS
195
First Allied Advisory Services
California
$8.82M +$642K +4,699 +8%
RhumbLine Advisers
196
RhumbLine Advisers
Massachusetts
$8.79M +$1.03M +7,521 +13%
DI
197
Disciplined Investments
Oklahoma
$8.72M +$8.72M +63,891 New
SBH
198
Segall Bryant & Hamill
Illinois
$8.65M -$76.2K -558 -0.9%
ICMP
199
Integrated Capital Management (Pennsylvania)
Pennsylvania
$8.62M -$86.2K -632 -1%
VanEck Associates
200
VanEck Associates
New York
$8.17M +$3.63M +26,566 +80%
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