IWD icon

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 %
AMG
301
Asset Management Group
Connecticut
$2.66M -$433K -4,363 -14%
JFG
302
JMG Financial Group
Illinois
$2.64M -$36.5K -368 -1%
HFP
303
Holistic Financial Partners
Indiana
$2.58M -$76.6K -772 -3%
OFS
304
Oldfather Financial Services
Nebraska
$2.58M +$506K +4,771 +24%
QCM
305
Quest Capital Management
Texas
$2.57M
HB
306
Homrich & Berg
Georgia
$2.56M -$661K -6,666 -21%
MGIA
307
Moneta Group Investment Advisors
Missouri
$2.55M -$145K -1,465 -5%
VanEck Associates
308
VanEck Associates
New York
$2.54M -$3.4M -34,257 -57%
OWM
309
Opes Wealth Management
California
$2.52M -$122K -1,231 -5%
AT
310
Arden Trust
Delaware
$2.5M -$982K -9,904 -28%
MFG
311
Menard Financial Group
Texas
$2.45M -$208K -2,100 -8%
OIA
312
OneDigital Investment Advisors
Kansas
$2.45M +$90.7K +891 +4%
SFG
313
Sage Financial Group
Pennsylvania
$2.44M +$17.1K +172 +0.7%
BAM
314
Berkshire Asset Management
Pennsylvania
$2.44M -$102K -1,025 -4%
AWP
315
Ascent Wealth Partners
New York
$2.44M +$135K +1,356 +6%
CA
316
Cornerstone Advisory
Maryland
$2.39M +$125K +1,263 +6%
Neuberger Berman Group
317
Neuberger Berman Group
New York
$2.39M -$735K -7,412 -24%
WIC
318
Whitegate Investment Counselors
New Hampshire
$2.38M
PI
319
Putnam Investments
Massachusetts
$2.36M -$687K -6,928 -23%
WFA
320
Wellspring Financial Advisors
Ohio
$2.34M +$2.34M +23,595 New
AIFAIM
321
American Institute for Advanced Investment Management
Arizona
$2.33M +$16.9K +170 +0.7%
SBSB
322
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.33M +$917K +9,243 +65%
TSS
323
Two Sigma Securities
New York
$2.33M +$475K +4,793 +26%
SIA
324
Starfire Investment Advisers
Michigan
$2.29M -$56.6K -571 -2%
1IA
325
1834 Investment Advisors
Wisconsin
$2.23M -$47.1K -475 -2%