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iShares Russell 1000 Value ETF

459 hedge funds and large institutions have $15B invested in iShares Russell 1000 Value ETF in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 187 increasing their positions, 136 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
13.33%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
2.29%
New
38
Increased
187
Reduced
136
Closed
27
Calls
$3.91M
Puts
$7.88M
Net Calls
-$3.96M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Shares
Change %
PSW
326
Portfolio Strategies (Washington)
Washington
$439K -$4.7K -47 -1%
FNT
327
First National Trust
Pennsylvania
$435K -$17K -170 -4%
HCM
328
Harvest Capital Management
New Hampshire
$432K
BFS
329
Bradley Foster & Sargent
Connecticut
$429K +$213K +2,126 +98%
RFA
330
Reilly Financial Advisors
California
$422K -$204K -2,040 -33%
GG
331
Gofen & Glossberg
Illinois
$410K
ZIM
332
Zacks Investment Management
Illinois
$407K -$15.8K -158 -4%
UBWV
333
United Bank (West Virginia)
West Virginia
$406K +$4.51K +45 +1%
CTC
334
Central Trust Company
Missouri
$404K -$43.2K -431 -10%
RW
335
Rand Wealth
Maryland
$397K
BGA
336
Belmont Global Advisors
Texas
$397K +$16.5K +165 +4%
EWM
337
Evermay Wealth Management
Virginia
$395K
VCP
338
Vista Capital Partners
Oregon
$387K
GIP
339
Greatmark Investment Partners
Georgia
$383K +$127K +1,270 +50%
HNB
340
Huntington National Bank
Ohio
$380K -$337K
CBN
341
Cadence Bank NA
Texas
$380K
GWM
342
Greenwich Wealth Management
Connecticut
$378K +$93.1K +929 +33%
ONB
343
Old National Bancorp
Indiana
$375K +$90.4K +905 +32%
MWM
344
Modera Wealth Management
New Jersey
$374K +$77.4K +773 +26%
SCM
345
Summit Capital Management
Washington
$373K -$13K -130 -3%
FDCC
346
Foster Dykema Cabot & Co
Massachusetts
$370K +$370K +3,693 New
CT
347
Cambridge Trust
Massachusetts
$369K +$5.01K +50 +1%
WAM
348
Weatherly Asset Management
California
$368K
FNBT
349
FineMark National Bank & Trust
Florida
$367K +$100 +1 +0%
PTC
350
Private Trust Company
Ohio
$346K