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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 %
I2I
201
Insight 2811 Inc
Illinois
$8.16M +$89.4K +655 +1%
BPWA
202
Beacon Pointe Wealth Advisors
California
$8.13M +$85.6K +627 +1%
FHA
203
First Horizon Advisors
Tennessee
$8.13M -$51.3K -376 -0.6%
GT
204
Glenmede Trust
Pennsylvania
$7.89M -$22K -161 -0.3%
UB
205
UMB Bank
Missouri
$7.83M -$261K -1,909 -3%
WTC
206
WhitTier Trust Company
Nevada
$7.73M +$1.44M +10,569 +23%
AL
207
Aspiriant LLC
California
$7.7M -$515K -3,771 -6%
AWM
208
Argent Wealth Management
Massachusetts
$7.67M +$7.67M +56,184 New
OFG
209
Oxford Financial Group
Indiana
$7.54M +$20.6K +151 +0.3%
VFA
210
Valeo Financial Advisors
Indiana
$7.45M +$193K +1,417 +3%
RIS
211
Retirement Income Solutions
Michigan
$7.41M +$190K +1,395 +3%
ZB
212
Zions Bancorporation
Utah
$7.3M -$1.86M -13,622 -20%
TRCT
213
Tower Research Capital (TRC)
New York
$7.21M +$3.81M +27,921 +112%
UWPG
214
Ullmann Wealth Partners Group
Florida
$7.18M -$611K -4,480 -8%
WB
215
West Bancorporation
Iowa
$7.12M +$7.12M +52,181 New
BSW
216
Buckingham Strategic Wealth
Missouri
$7.01M -$13.5K -99 -0.2%
GLA
217
Great Lakes Advisors
Illinois
$7.01M +$1.43M +10,480 +26%
EWM
218
Evercore Wealth Management
New York
$6.96M -$152K -1,116 -2%
BAAM
219
Baker Avenue Asset Management
California
$6.92M +$6.82K +50 +0.1%
CWC
220
Carolinas Wealth Consulting
North Carolina
$6.9M +$6.9M +50,735 New
BI
221
Ballast Inc
Kentucky
$6.89M +$2.28M +16,675 +49%
NYLIM
222
New York Life Investment Management
New York
$6.87M +$6.87M +50,364 New
TG
223
TCW Group
California
$6.84M +$4.52M +33,117 +195%
TA
224
Tiedemann Advisors
New York
$6.8M -$167K -1,223 -2%
FWIA
225
Fort Washington Investment Advisors
Ohio
$6.77M +$3.97M +29,064 +142%
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