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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 %
ICOA
251
Investment Centers of America
North Dakota
$929K +$929K +10,727 New
WI
252
WrapManager Inc
California
$899K -$393K -4,070 -30%
HSA
253
HBK Sorce Advisory
Pennsylvania
$876K
SCA
254
STALEY CAPITAL ADVISERS
Pennsylvania
$874K -$334K -3,463 -28%
TIM
255
Tortoise Investment Management
New York
$848K +$59K +611 +7%
PCM
256
Prelude Capital Management
New York
$846K +$327K +3,388 +63%
BAS
257
Brown Advisory Securities
Maryland
$842K -$92.3K -953 -10%
OCG
258
Opus Capital Group
Ohio
$840K
SMC
259
Smith, Moore & Co
Missouri
$834K +$1.54K +16 +0.2%
VKH
260
Virtu KCG Holdings
New York
$810K +$810K +8,394 New
FHB
261
First Hawaiian Bank
Hawaii
$804K
MMG
262
Monetary Management Group
Missouri
$787K +$109K +1,125 +16%
CFA
263
Cahill Financial Advisors
Minnesota
$773K +$319K +3,306 +70%
SGCA
264
Steel Grove Capital Advisors
Tennessee
$771K -$453K -4,695 -37%
ICAS
265
Investors Capital Advisory Services
Massachusetts
$770K -$38K -394 -5%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$749K -$859K -8,998 -53%
SFG
267
Sather Financial Group
Texas
$744K
EAM
268
Evanson Asset Management
California
$738K +$14.7K +152 +2%
AllianceBernstein
269
AllianceBernstein
Tennessee
$728K +$728K +7,543 New
CC
270
Courier Capital
New York
$727K
PFA
271
Paradigm Financial Advisors
Missouri
$727K
MJP
272
Michael J. Puzo
$716K
MC
273
Middleton & Co
Massachusetts
$710K +$710K +7,360 New
HC
274
HHG & Company
Connecticut
$694K
CNB
275
City National Bank
California
$687K -$987K -10,223 -59%