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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 %
BC
201
Brinker Capital
Pennsylvania
$5.93M -$18.2M -147,411 -75%
FA
202
FC Advisory
Pennsylvania
$5.9M -$63.4K -513 -1%
AMG
203
Asset Management Group
Connecticut
$5.86M +$30.1K +244 +0.5%
HCMT
204
Highland Capital Management (Tennessee)
Tennessee
$5.81M -$127K -1,027 -2%
CPIG
205
Chicago Partners Investment Group
Illinois
$5.77M -$780K -6,184 -12%
Loomis, Sayles & Company
206
Loomis, Sayles & Company
Massachusetts
$5.7M -$9.65M -78,125 -63%
AT
207
Arden Trust
Delaware
$5.7M -$142K -1,153 -2%
CDIA
208
Capital Directions Investment Advisors
Georgia
$5.61M -$299K -2,419 -5%
PCG
209
Private Capital Group
Connecticut
$5.51M -$553K -4,479 -9%
OFG
210
Oxford Financial Group
Indiana
$5.48M -$446K -3,614 -8%
WT
211
Whittier Trust
California
$5.48M – – –
CL
212
Cabana LLC
Arkansas
$5.44M +$5.44M +44,087 New
VanEck Associates
213
VanEck Associates
New York
$5.42M -$2.34M -18,987 -30%
RCAG
214
Rehmann Capital Advisory Group
Michigan
$5.4M +$5.4M +43,710 New
DW
215
Domani Wealth
Pennsylvania
$5.36M -$5.93K -48 -0.1%
PPA
216
Parametric Portfolio Associates
Washington
$5.32M -$2.1M -17,035 -28%
AFP
217
Ausdal Financial Partners
Iowa
$5.26M +$81.5K +660 +2%
CWM
218
Cahaba Wealth Management
Georgia
$5.26M -$53.8K -436 -1%
MWP
219
MYCIO Wealth Partners
Pennsylvania
$5.21M -$1.69M -13,645 -24%
AW
220
ACG Wealth
Georgia
$5.17M +$18.3K +148 +0.4%
1IA
221
1834 Investment Advisors
Wisconsin
$5.12M -$26.1K -211 -0.5%
ABC
222
Associated Banc-Corp
Wisconsin
$5.05M +$58.7K +475 +1%
TA
223
Tiedemann Advisors
New York
$5.01M +$167K +1,350 +3%
IWA
224
Independence Wealth Advisors
Virginia
$4.99M -$88.5K -717 -2%
LFG
225
LifePlan Financial Group
Ohio
$4.89M -$135K -1,096 -3%
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