We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $8.16M

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

0.24% more ownership

Funds ownership: 62.99%63.23% (+0.24%)

0% more capital invested

Capital invested by funds: $16.3B → $16.3B (+$31.2M)

0% more funds holding

Funds holding: 507507 (0)

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

16% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 198

Holders
507
Holders Change
Holders Change %
0%
% of All Funds
13.66%
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.29%
New
41
Increased
166
Reduced
198
Closed
34
Calls
$16.4M
Puts
$8.16M
Net Calls
+$8.27M
Net Calls Change
+$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
276
Northern Capital Management (Wisconsin)
Wisconsin
$1.03M
RBC
277
Ronald Blue & Co
Georgia
$1.03M +$10.7K +102 +1%
NFG
278
Next Financial Group
Texas
$1.02M +$77.1K +735 +8%
CFA
279
Cahill Financial Advisors
Minnesota
$1.02M +$36.3K +346 +4%
FPTW
280
Franklin, Parlapiano, Turner & Welch
Texas
$1.02M
HB
281
Homrich & Berg
Georgia
$1.01M -$51.3K -489 -5%
EWM
282
Evercore Wealth Management
New York
$985K
BBHC
283
Brown Brothers Harriman & Co
New York
$978K -$36K -343 -3%
IWMPD
284
Integrated Wealth Management (Palm Desert)
California
$969K +$7.24K +69 +0.7%
BAAM
285
Baker Avenue Asset Management
California
$963K +$20.8K +198 +2%
SCA
286
STALEY CAPITAL ADVISERS
Pennsylvania
$945K
RCM
287
Rivernorth Capital Management
Florida
$936K -$303K -2,887 -24%
HSA
288
HBK Sorce Advisory
Pennsylvania
$925K +$940K +8,967 New
OCG
289
Opus Capital Group
Ohio
$908K
DDPIC
290
Deroy & Devereaux Private Investment Counsel
Michigan
$905K -$75.6K -721 -8%
IP
291
Investment Partners
Ohio
$885K +$115K +1,093 +15%
ST
292
Spinnaker Trust
Maine
$869K +$590K +5,623 +201%
FANJ
293
Financial Architects (New Jersey)
New Jersey
$866K -$62.9K -600 -7%
RA
294
RFG Advisory
Alabama
$862K +$876K +8,357 New
FHB
295
First Hawaiian Bank
Hawaii
$860K -$11.5K -110 -1%
PFA
296
Pure Financial Advisors
California
$854K -$51K -486 -6%
FC
297
Forte Capital
New York
$847K -$210 -2 -0%
RC
298
Rinet Company
Massachusetts
$840K +$854K +8,142 New
VIA
299
Vantage Investment Advisors
Pennsylvania
$837K -$818K -7,802 -49%
TIM
300
Tortoise Investment Management
New York
$824K