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iShares Russell 1000 Value ETF

435 hedge funds and large institutions have $13.3B invested in iShares Russell 1000 Value ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 171 increasing their positions, 137 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+3
Holders Change %
+0.69%
% of All Funds
12.57%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
2.2%
New
43
Increased
171
Reduced
137
Closed
37
Calls
$4.26M
Puts
$2.47M
Net Calls
+$1.79M
Net Calls Change
+$8.95M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
326
FineMark National Bank & Trust
Florida
$360K -$5.6K -58 -2%
WAM
327
Weatherly Asset Management
California
$354K +$7.23K +75 +2%
CBN
328
Cadence Bank NA
Texas
$353K
CTC
329
Central Trust Company
Missouri
$344K +$94.1K +974 +38%
GLA
330
Great Lakes Advisors
Illinois
$338K -$264K -2,732 -44%
MWM
331
Modera Wealth Management
New Jersey
$334K -$75.2K -780 -18%
TCM
332
Texan Capital Management
Texas
$334K
PFG
333
Pacific Financial Group
Washington
$330K
BTNA
334
Bremer Trust National Association
Minnesota
$328K
HCM
335
Harvest Capital Management
New Hampshire
$320K
CCM
336
Coldstream Capital Management
Washington
$315K
RP
337
Riverbridge Partners
Minnesota
$314K +$3.38K +35 +1%
1IC
338
1919 Investment Counsel
Maryland
$309K
AW
339
ACG Wealth
Georgia
$308K -$868 -9 -0.3%
EB
340
Eastern Bank
Massachusetts
$305K
MWP
341
MYCIO Wealth Partners
Pennsylvania
$299K -$416K -4,314 -58%
WP
342
WMS Partners
Maryland
$291K +$14.5K +150 +5%
QC
343
QCM Cayman
Texas
$281K +$281K +2,916 New
QCMC
344
Quantum Capital Management (California)
California
$276K +$276K +2,861 New
First Manhattan
345
First Manhattan
New York
$276K +$276K +2,866 New
LCM
346
LVM Capital Management
Michigan
$274K +$2.9K +30 +1%
SFA
347
Sequoia Financial Advisors
Ohio
$270K -$167K -1,728 -38%
ST
348
Spinnaker Trust
Maine
$270K +$270K +2,797 New
BOTW
349
Bank of the West
California
$268K +$268K +2,775 New
BRWA
350
B. Riley Wealth Advisors
Florida
$265K -$966 -10 -0.4%