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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 %
Bank of America
1
Bank of America
North Carolina
$5.27B -$524M -4,239,595 -9%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.24B +$22M +178,193 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.7B -$195M -1,577,385 -10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.57B -$17.7M -142,998 -1%
Goldman Sachs
5
Goldman Sachs
New York
$1.44B +$46.2M +373,871 +3%
Morgan Stanley
6
Morgan Stanley
New York
$1.05B -$83.4M -675,496 -7%
UBS Group
7
UBS Group
Switzerland
$690M -$29.6M -239,376 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$539M -$105M -852,970 -16%
Wells Fargo
9
Wells Fargo
California
$526M -$103M -833,169 -16%
American Century Companies
10
American Century Companies
Missouri
$503M -$284M -2,302,220 -36%
SF
11
Synovus Financial
Georgia
$416M +$8.21M +66,490 +2%
RJA
12
Raymond James & Associates
Florida
$409M -$109M -879,175 -21%
Citigroup
13
Citigroup
New York
$404M +$11.8M +95,681 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$378M -$27.9M -226,323 -7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$359M -$31.4M -253,926 -8%
SB
16
Suntrust Banks
Georgia
$312M -$22.7M -183,564 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$305M +$8.49M +68,729 +3%
KPAG
18
KLS Professional Advisors Group
New York
$284M +$5.67M +45,937 +2%
M&T Bank
19
M&T Bank
New York
$237M -$5.84M -47,266 -2%
BlackRock
20
BlackRock
New York
$228M -$192M -1,554,906 -46%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$226M -$15.5M -125,595 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$208M -$77.5M -627,701 -27%
JRP
23
Jasper Ridge Partners
California
$205M +$181M +1,462,489 +740%
LPL Financial
24
LPL Financial
California
$199M -$27.2M -220,561 -12%
Ameriprise
25
Ameriprise
Minnesota
$197M -$9.71M -78,665 -5%
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