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iShares Russell 1000 Value ETF

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Rafferty Asset Management
226
Rafferty Asset Management
New York
$1.44M +$868 +9 +0.1%
SGC
227
South Georgia Capital
Illinois
$1.4M +$67.3K +697 +5%
BJL
228
Brighton Jones LLC
Washington
$1.37M -$495K -5,132 -27%
PFA
229
Pure Financial Advisors
California
$1.36M -$84.8K -887 -6%
PI
230
PineBridge Investments
New York
$1.36M -$3.55M -36,825 -72%
SCM
231
Schneider Capital Management
Pennsylvania
$1.32M -$1.49M -15,470 -53%
BP
232
Ballentine Partners
Massachusetts
$1.32M -$76.5K -792 -5%
SC
233
Savant Capital
Illinois
$1.25M -$7.72K -80 -0.6%
BKBG
234
BHF Kleinwort Benson Group
Belgium
$1.24M +$1.24M +12,800 New
Janus Henderson Group
235
Janus Henderson Group
United Kingdom
$1.22M +$1.22M +12,618 New
OC
236
Oppenheimer & Co
New York
$1.22M -$159K -1,650 -12%
CW
237
Cobiz Wealth
Colorado
$1.21M +$360K +3,733 +42%
CWM
238
Concert Wealth Management
California
$1.17M +$9.09K +95 +0.8%
FPTW
239
Franklin, Parlapiano, Turner & Welch
Texas
$1.17M
KTC
240
Kistler-Tiffany Companies
Pennsylvania
$1.16M +$7.43K +77 +0.6%
RBC
241
Ronald Blue & Co
Georgia
$1.07M -$209K -2,163 -16%
EWM
242
Evercore Wealth Management
New York
$1.06M -$134K -1,390 -11%
ACS
243
Archford Capital Strategies
Illinois
$1.04M +$1.04M +10,772 New
GF
244
Gerstein Fisher
New York
$1.03M -$1.11M -11,456 -52%
MCM
245
Manchester Capital Management
Vermont
$1M
HB
246
Homrich & Berg
Georgia
$996K +$32.6K +338 +3%
HCMT
247
Highland Capital Management (Tennessee)
Tennessee
$994K +$29.9K +310 +3%
Aristotle Capital Management
248
Aristotle Capital Management
California
$984K
DDPIC
249
Deroy & Devereaux Private Investment Counsel
Michigan
$975K -$74.8K -775 -7%
TFA
250
Transamerica Financial Advisors
Florida
$942K +$275K +2,851 +41%