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iShares Russell 1000 Value ETF
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Overview Fund Activity

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M

Top Buyers

1
JRP
1
Jasper Ridge Partners
California
$521M
2
SW
2
SVB Wealth
Massachusetts
$299M
3
Bank of America
3
Bank of America
North Carolina
$5.64B
4
PAS
4
Park Avenue Securities
New York
$47.1M
5
BlackRock
5
BlackRock
New York
$271M

Top Sellers

1
Citigroup
1
Citigroup
New York
$392M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$808M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$501M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.64B 43,942,951 +634,192 +1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.31B 18,024,722 +189,834 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B 13,697,786 -181,327 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.58B 12,382,670 -159,589 -1%
Goldman Sachs
5
Goldman Sachs
New York
$1.54B 12,037,608 +193,379 +2%
Morgan Stanley
6
Morgan Stanley
New York
$1.1B 8,584,200 -13,767 -0.2%
American Century Companies
7
American Century Companies
Missouri
$808M 6,300,711 -604,687 -9%
UBS Group
8
UBS Group
Switzerland
$735M 5,730,929 +51,089 +0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$613M 4,782,085 +184,048 +4%
TF
10
TIAA FSB
Florida
$574M 4,479,070 -136,819 -3%
JRP
11
Jasper Ridge Partners
California
$521M 4,065,746 +2,405,577 +145%
Wells Fargo
12
Wells Fargo
California
$501M 3,907,620 -433,135 -10%
SF
13
Synovus Financial
Georgia
$429M 3,341,198 +47,673 +1%
RJA
14
Raymond James & Associates
Florida
$410M 3,193,552 -97,636 -3%
Citigroup
15
Citigroup
New York
$392M 3,055,252 -19,621,402 -87%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$385M 3,002,687 +44,044 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$378M 2,948,347 -148,490 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$311M 2,428,340 -8,837 -0.4%
SW
19
SVB Wealth
Massachusetts
$299M 2,332,992 +2,298,533 +6,670%
BlackRock
20
BlackRock
New York
$271M 2,115,724 +332,871 +19%
Ameriprise
21
Ameriprise
Minnesota
$244M 1,905,638 +257,188 +16%
M&T Bank
22
M&T Bank
New York
$231M 1,800,564 -55,957 -3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$223M 1,739,882 +129,836 +8%
LPL Financial
24
LPL Financial
California
$209M 1,626,680 +26,603 +2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$205M 1,594,924 +25,865 +2%
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