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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 %
CWM
251
Cahaba Wealth Management
Georgia
$3.83M +$8.33K +84 +0.2%
SFG
252
Sunburst Financial Group
Alabama
$3.81M
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$3.78M +$451K +4,547 +14%
IWA
254
Independence Wealth Advisors
Virginia
$3.76M -$74.5K -751 -2%
PA
255
Parkside Advisors
California
$3.74M -$10.3M -104,007 -73%
SCM
256
SOL Capital Management
Maryland
$3.7M +$79.3K +800 +2%
RhumbLine Advisers
257
RhumbLine Advisers
Massachusetts
$3.66M -$2.72M -27,451 -43%
LFG
258
LifePlan Financial Group
Ohio
$3.63M -$54.1K -546 -1%
ACA
259
Affinity Capital Advisors
California
$3.59M -$37.9K -348 -1%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$3.58M -$18.3M -184,366 -84%
RIL
261
Rothschild Investment LLC
Illinois
$3.57M -$32.8K -331 -0.9%
HDIM
262
Hanson & Doremus Investment Management
Vermont
$3.54M +$3.54M +35,707 New
HCA
263
Harbour Capital Advisors
Virginia
$3.49M -$118K -1,190 -3%
SW
264
SlateStone Wealth
Florida
$3.49M -$334K -3,363 -9%
NNP
265
Nachman Norwood & Parrott
South Carolina
$3.45M +$187K +1,884 +6%
MPM
266
Meritage Portfolio Management
Kansas
$3.44M +$113K +1,142 +3%
IWM
267
IHT Wealth Management
Illinois
$3.39M -$299K -3,017 -8%
BG
268
Berry Group
Massachusetts
$3.39M +$386K +3,891 +13%
RCAMU
269
Rothschild & Co Asset Management US
Connecticut
$3.39M -$267K -2,697 -7%
FCT
270
Family Capital Trust
Massachusetts
$3.38M -$727 -6 -0%
SWRP
271
Summit Wealth & Retirement Planning
California
$3.37M +$2.72M +27,458 +423%
BPCE
272
Bank Pictet & Cie (Europe)
Germany
$3.36M
AIA
273
Arbor Investment Advisors
North Carolina
$3.36M +$221K +2,228 +7%
Franklin Resources
274
Franklin Resources
California
$3.35M -$79.9K -806 -2%
C
275
Certuity
Florida
$3.34M -$1.3M -13,113 -28%