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iShares Russell 1000 Value ETF
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Overview Fund Activity

966 hedge funds and large institutions have $30.3B invested in iShares Russell 1000 Value ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 314 increasing their positions, 366 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+8
Holders Change %
+0.84%
% of All Funds
21.01%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
2.04%
New
72
Increased
314
Reduced
366
Closed
52
Calls
$37.3M
Puts
$34.4M
Net Calls
+$2.99M
Net Calls Change
+$3.74M

Top Buyers

1
Citigroup
Citigroup
New York
$2.88B
2
TF
TIAA FSB
Florida
$587M
3
American Century Companies
American Century Companies
Missouri
$879M
4
Bank of America
Bank of America
North Carolina
$5.51B
5
HSBC Holdings
HSBC Holdings
United Kingdom
$84.7M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$0
2
SB
Suntrust Banks
Georgia
$231M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$67.3M
4
PAS
Park Avenue Securities
New York
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
201
Valeo Financial Advisors
Indiana
$6.76M -$112K -883 -2%
BAAM
202
Baker Avenue Asset Management
California
$6.57M +$181K +1,424 +3%
RCAG
203
Rehmann Capital Advisory Group
Michigan
$6.56M +$1M +7,878 +18%
NYLIM
204
New York Life Investment Management
New York
$6.5M +$2.78M +21,854 +75%
BAMG
205
Brand Asset Management Group
Missouri
$6.46M +$63.1K +496 +1%
WTC
206
WhitTier Trust Company
Nevada
$6.42M -$277K -2,174 -4%
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$6.3M +$38.4K +302 +0.6%
IWM
208
IHT Wealth Management
Illinois
$6.26M +$1.51M +11,896 +32%
IAA
209
Ironsides Asset Advisors
North Carolina
$6.25M -$4.45K -35 -0.1%
B
210
Barings
North Carolina
$6.08M +$6.08M +47,800 New
FA
211
FC Advisory
Pennsylvania
$6.06M -$74.6K -580 -1%
HCMT
212
Highland Capital Management (Tennessee)
Tennessee
$6M +$11.1K +87 +0.2%
CPIG
213
Chicago Partners Investment Group
Illinois
$5.89M +$32.4K +253 +0.6%
Loomis, Sayles & Company
214
Loomis, Sayles & Company
Massachusetts
$5.88M – – –
DT
215
Diversified Trust
Tennessee
$5.88M +$1.8M +14,172 +44%
AMG
216
Asset Management Group
Connecticut
$5.74M -$296K -2,327 -5%
CDIA
217
Capital Directions Investment Advisors
Georgia
$5.69M -$90.1K -708 -2%
SW
218
SlateStone Wealth
Florida
$5.67M -$517K -4,067 -8%
IWA
219
Independence Wealth Advisors
Virginia
$5.67M +$527K +4,142 +10%
BTS
220
BB&T Securities
Virginia
$5.66M +$1.6M +12,570 +39%
OFG
221
Oxford Financial Group
Indiana
$5.65M – – –
DW
222
Domani Wealth
Pennsylvania
$5.53M +$127 +1 +0%
AW
223
ACG Wealth
Georgia
$5.51M +$188K +1,480 +4%
WT
224
Whittier Trust
California
$5.49M -$156K -1,230 -3%
CS
225
Credit Suisse
Switzerland
$5.46M +$1.17M +9,184 +27%
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