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iShares Russell 1000 Value ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.36B 46,570,151 +2,627,200 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.41B 17,629,756 -394,966 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.86B 13,600,011 -97,775 -0.7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.73B 12,645,893 +263,223 +2%
Goldman Sachs
5
Goldman Sachs
New York
$1.7B 12,437,642 +400,034 +3%
Morgan Stanley
6
Morgan Stanley
New York
$1.24B 9,081,027 +496,827 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$768M 5,627,759 +845,674 +18%
UBS Group
8
UBS Group
Switzerland
$767M 5,622,396 -108,533 -2%
TF
9
TIAA FSB
Florida
$595M 4,357,659 -121,411 -3%
Wells Fargo
10
Wells Fargo
California
$573M 4,198,822 +291,202 +7%
American Century Companies
11
American Century Companies
Missouri
$509M 3,732,051 -2,568,660 -41%
BlackRock
12
BlackRock
New York
$502M 3,676,909 +1,561,185 +74%
SF
13
Synovus Financial
Georgia
$472M 3,457,525 +116,327 +3%
RJA
14
Raymond James & Associates
Florida
$452M 3,314,807 +121,255 +4%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$449M 3,293,136 +344,789 +12%
Citigroup
16
Citigroup
New York
$436M 3,196,878 +141,626 +5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$427M 3,125,937 +123,250 +4%
JRP
18
Jasper Ridge Partners
California
$387M 2,836,321 -1,229,425 -30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$334M 2,446,126 +17,786 +0.7%
SW
20
SVB Wealth
Massachusetts
$316M 2,315,007 -17,985 -0.8%
Ameriprise
21
Ameriprise
Minnesota
$278M 2,034,573 +128,935 +7%
Truist Financial
22
Truist Financial
North Carolina
$271M 1,983,969 +1,549,607 +357%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$242M 1,770,819 +467,587 +36%
LPL Financial
24
LPL Financial
California
$234M 1,715,769 +89,089 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$230M 1,684,615 -55,267 -3%