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iShares Russell 1000 Value ETF

562 hedge funds and large institutions have $17.2B invested in iShares Russell 1000 Value ETF in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 224 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-17
Holders Change %
-2.94%
% of All Funds
15%
Holding in Top 10
84
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.67%
% of All Funds
2.24%
New
49
Increased
188
Reduced
224
Closed
61
Calls
$18.9M
Puts
$13.6M
Net Calls
+$5.34M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
326
Spinnaker Trust
Maine
$872K
RC
327
Rinet Company
Massachusetts
$863K +$889 +9 +0.1%
TI
328
Truepoint Inc
Ohio
$858K +$241K +2,440 +39%
MHS
329
M Holdings Securities
Oregon
$854K +$148K +1,499 +21%
NCMW
330
Northern Capital Management (Wisconsin)
Wisconsin
$853K +$101K +1,025 +13%
MWM
331
Modera Wealth Management
New Jersey
$835K +$319K +3,232 +62%
SMC
332
Smith, Moore & Co
Missouri
$814K +$1.88K +19 +0.2%
BAS
333
Brown Advisory Securities
Maryland
$806K -$328K -3,315 -29%
FHB
334
First Hawaiian Bank
Hawaii
$804K -$19.8K -200 -2%
DDPIC
335
Deroy & Devereaux Private Investment Counsel
Michigan
$798K
TIM
336
Tortoise Investment Management
New York
$790K
HCIA
337
Hochman Cole Investment Advisors
Illinois
$780K -$51.7K -523 -6%
FC
338
Forte Capital
New York
$780K -$19.1K -193 -2%
VIA
339
Vantage Investment Advisors
Pennsylvania
$779K -$111K -1,124 -12%
AA
340
Ancora Advisors
Ohio
$776K +$30K +304 +4%
TWA
341
TCI Wealth Advisors
Arizona
$762K +$489K +4,945 +179%
CC
342
Courier Capital
New York
$753K +$8.89K +90 +1%
TNB
343
Thomasville National Bank
Georgia
$749K
NFG
344
Nations Financial Group
Iowa
$740K +$198 +2 +0%
Victory Capital Management
345
Victory Capital Management
Texas
$734K
SHWM
346
Smith & Howard Wealth Management
Georgia
$731K
MC
347
Middleton & Co
Massachusetts
$726K +$17.3K +175 +2%
PFA
348
Paradigm Financial Advisors
Missouri
$697K +$124K +1,255 +22%
FANJ
349
Financial Architects (New Jersey)
New Jersey
$684K -$111K -1,124 -14%
WRM
350
Westport Resources Management
Connecticut
$669K +$605K +6,125 +942%