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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 %
OPS
276
Orion Portfolio Solutions
Nebraska
$3.33M +$676K +6,811 +25%
BFM
277
Broadview Financial Management
Wisconsin
$3.33M +$85.9K +866 +3%
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$3.27M +$1.47M +14,825 +82%
CB
279
Community Bank
New York
$3.2M -$369K -3,720 -10%
TWM
280
Tolleson Wealth Management
Texas
$3.19M
A
281
AdvicePeriod
California
$3.19M +$825K +8,313 +35%
HWA
282
Hillcrest Wealth Advisors
New Jersey
$3.18M -$327K -3,300 -9%
TCPWM
283
Traverso Chambers Private Wealth Management
California
$3.14M +$556K +5,607 +22%
PV
284
Private Vista
Illinois
$3.06M +$3.06M +30,851 New
FA
285
FCG Advisors
New Jersey
$3.02M +$946K +9,544 +46%
CGL
286
Clarius Group LLC
Washington
$2.99M
AI
287
Accredited Investors
Minnesota
$2.98M -$519K -5,228 -15%
GC
288
Guggenheim Capital
Illinois
$2.91M -$5.16M -51,994 -64%
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$2.91M +$1.37M +14,138 +89%
HR
290
Hardy Reed
Mississippi
$2.91M
CS
291
Comerica Securities
Michigan
$2.89M -$590K -5,952 -17%
DPI
292
Diversified Portfolios Inc
Michigan
$2.88M -$162K -1,637 -5%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$2.84M
DIA
294
Dana Investment Advisors
Wisconsin
$2.84M +$277K +2,793 +11%
PO
295
Private Ocean
California
$2.82M -$136K -1,367 -5%
ACA
296
Anchor Capital Advisors
Massachusetts
$2.8M -$966K -9,739 -26%
N
297
Natixis
France
$2.78M +$420K +4,237 +18%
KAH
298
Kathryn A. Hall
$2.77M
BAAM
299
Baker Avenue Asset Management
California
$2.69M -$2.34M -23,568 -46%
TPCW
300
TD Private Client Wealth
New York
$2.67M -$5.63M -56,747 -68%