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iShares Russell 1000 ETF

817 hedge funds and large institutions have $17B invested in iShares Russell 1000 ETF in 2019 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 223 increasing their positions, 262 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+102
Holders Change %
+14.27%
% of All Funds
16.13%
Holding in Top 10
103
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+14.44%
% of All Funds
2.03%
New
137
Increased
223
Reduced
262
Closed
26
Calls
$1.57M
Puts
$1.96M
Net Calls
-$396K
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
701
AlphaMark Advisors
Kentucky
$165K
RIA
702
Realta Investment Advisors
Delaware
$163K -$22K -127 -12%
BCM
703
Blume Capital Management
California
$163K +$51.7K +291 +46%
APWM
704
Atlas Private Wealth Management
New York
$161K +$161K +900 New
Lazard Asset Management
705
Lazard Asset Management
New York
$154K -$4.1K -23 -3%
CAL
706
Capital Analysts LLC
Pennsylvania
$154K +$11.2K +63 +8%
TCM
707
TD Capital Management
Tennessee
$150K -$3.75K -21 -2%
LGWM
708
Litman Gregory Wealth Management
California
$146K +$35.7K +200 +32%
SMFS
709
Squar Milner Financial Services
California
$146K +$146K +823 New
SFS
710
Sowell Financial Services
Arkansas
$138K
AIC
711
Ameritas Investment Company
Nebraska
$135K +$715 +4 +0.5%
MWA
712
Moser Wealth Advisors
Washington
$126K +$126K +705 New
FWM
713
Filbrandt Wealth Management
Wisconsin
$126K +$126K +711 New
Bank of Montreal
714
Bank of Montreal
Ontario, Canada
$125K -$1.74M -9,765 -93%
PK
715
Pflug Koory
Nebraska
$125K
RFA
716
Reilly Financial Advisors
California
$125K
LIA
717
LS Investment Advisors
Michigan
$124K
EWM
718
EPG Wealth Management
Georgia
$124K +$124K +694 New
SIC
719
Samalin Investment Counsel
New York
$124K +$124K +697 New
IA
720
Independence Advisors
Pennsylvania
$120K +$120K +674 New
FDCDDQ
721
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K
IFWM
722
Institute for Wealth Management
Colorado
$114K +$114K +639 New
SFC
723
SYM Financial Corp
Indiana
$108K
AWM
724
Avior Wealth Management
Nebraska
$107K
SIAS
725
Shine Investment Advisory Services
Colorado
$106K