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iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
TNB
301
Thomasville National Bank
Georgia
$803K +$165K +1,598 +26%
SHJ
302
Sharkey, Howes & Javer
Colorado
$781K +$781K +7,580 New
AA
303
Ancora Advisors
Ohio
$778K -$699K -6,697 Closed
CC
304
Courier Capital
New York
$777K
IP
305
Investment Partners
Ohio
$771K +$116K +1,126 +18%
MGIA
306
Moneta Group Investment Advisors
Missouri
$767K +$77.3K +750 +11%
Victory Capital Management
307
Victory Capital Management
Texas
$766K -$9.7M -94,105 -93%
ICAS
308
Investors Capital Advisory Services
Massachusetts
$759K +$46K +446 +6%
MC
309
Middleton & Co
Massachusetts
$735K +$15.5K +150 +2%
NEPPG
310
New England Professional Planning Group
Rhode Island
$726K -$62K -588 -8%
AIP
311
Ameritas Investment Partners
Nebraska
$700K -$36.4K -353 -5%
LA
312
Lau Associates
Delaware
$694K
SIC
313
Sigma Investment Counselors
Michigan
$689K +$23.1K +224 +3%
MHS
314
M Holdings Securities
Oregon
$689K +$29.4K +285 +4%
WS
315
Wedbush Securities
California
$686K +$364K +3,535 +113%
SCM
316
SOL Capital Management
Maryland
$675K
PA
317
Pinnacle Associates
New York
$652K -$10.3K -100 -2%
MJP
318
Michael J. Puzo
$649K
GWA
319
Genesis Wealth Advisors
Massachusetts
$648K -$16.5K -161 -2%
BSA
320
Braun Stacey Associates
New York
$642K -$29.6K -287 -4%
ATC
321
Argent Trust Co
Tennessee
$627K -$6.7K -65 -1%
SSB
322
Sandy Spring Bank
Maryland
$622K +$82.9K +804 +15%
FWIA
323
Fort Washington Investment Advisors
Ohio
$616K
SCA
324
Stillwater Capital Advisors
Pennsylvania
$614K -$46.4K -450 -7%
RIA
325
Regal Investment Advisors
Michigan
$585K +$51.6K +500 +10%