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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
FC Advisory
Pennsylvania
$4.73M +$264K +2,662 +6%
CI Investments Inc
227
CI Investments Inc
Ontario, Canada
$4.67M -$2.07M -20,899 -31%
ASW
228
Astoria Strategic Wealth
Texas
$4.65M +$4.65M +46,835 New
Loomis, Sayles & Company
229
Loomis, Sayles & Company
Massachusetts
$4.64M +$25.5K +257 +0.6%
SFM
230
Signet Financial Management
New Jersey
$4.63M -$602K -5,674 -12%
MAM
231
Meeder Asset Management
Ohio
$4.62M -$5.29M -53,293 -53%
ZB
232
Zions Bancorporation
Utah
$4.54M -$761K -7,674 -14%
SCG
233
Sonata Capital Group
Washington
$4.52M +$242K +2,435 +6%
XF
234
XML Financial
Maryland
$4.4M -$39.8K -401 -0.9%
LW
235
Linscomb Wealth
Texas
$4.39M +$597K +6,019 +16%
WSTAM
236
Wilbanks Smith & Thomas Asset Management
Virginia
$4.38M +$1.23M +12,407 +39%
HCMT
237
Highland Capital Management (Tennessee)
Tennessee
$4.37M -$158K -1,593 -3%
CDIA
238
Capital Directions Investment Advisors
Georgia
$4.3M -$19.9K -201 -0.5%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$4.26M +$4.26M +42,953 New
HIMCH
240
Hartford Investment Management Co (HIMCO)
Connecticut
$4.26M +$969K +9,770 +29%
WT
241
Whittier Trust
California
$4.24M -$3.67K -37 -0.1%
GU
242
Georgetown University
District of Columbia
$4.22M +$33K +333 +0.8%
BAMG
243
Brand Asset Management Group
Missouri
$4.15M -$708K -7,137 -15%
PCG
244
Private Capital Group
Connecticut
$4.12M -$341K -3,443 -8%
TW
245
Towerpoint Wealth
California
$4.11M +$2.33M +23,525 +131%
TFA
246
Tobias Financial Advisors
Florida
$4M -$64.4K -649 -2%
CWA
247
Core Wealth Advisors
Florida
$3.98M -$93.4K -942 -2%
MA
248
MUFG Americas
New York
$3.98M +$449K +4,524 +13%
SIM
249
Strategic Investment Management
Virginia
$3.94M
DMC
250
Drexel Morgan & Co
Pennsylvania
$3.84M +$14.5K +146 +0.4%