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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 %
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$263K -$434K -4,500 -62%
AIS
352
American Investment Services
Massachusetts
$261K
NIA
353
Northstar Investment Advisors
Colorado
$259K -$88.7K -921 -26%
TT
354
Tower Trust
Indiana
$256K -$25.3K -263 -9%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$252K -$13.5K -140 -5%
Bessemer Group
356
Bessemer Group
New Jersey
$251K
HCM
357
Hollencrest Capital Management
California
$248K
GIP
358
Greatmark Investment Partners
Georgia
$247K
LBC
359
Lowe Brockenbrough & Co
Virginia
$245K -$38.6K -400 -14%
MHS
360
M Holdings Securities
Oregon
$244K -$251K -2,600 -51%
CFA
361
Capstone Financial Advisors
Illinois
$240K +$240K +2,489 New
LW
362
Linscomb Wealth
Texas
$235K +$483 +5 +0.2%
DBT
363
Dubuque Bank & Trust
Iowa
$229K +$229K +2,375 New
FBNAT
364
FirstMerit Bank N.A. Trustee
Ohio
$225K
PP
365
Palladium Partners
Virginia
$223K
FPCP
366
Fort Point Capital Partners
California
$220K
WCM
367
Wisconsin Capital Management
Wisconsin
$217K
CCM
368
Condor Capital Management
New Jersey
$216K
HNB
369
Huntington National Bank
Ohio
$212K -$183K
SSB
370
Sandy Spring Bank
Maryland
$210K +$54.7K +566 +35%
BFS
371
Bradley Foster & Sargent
Connecticut
$209K +$209K +2,161 New
RC
372
RegentAtlantic Capital
New Jersey
$205K +$205K +2,125 New
RW
373
Rand Wealth
Maryland
$200K +$200K +2,077 New
BRWM
374
B. Riley Wealth Management
Tennessee
$185K +$185K +1,914 New
ATC
375
Adirondack Trust Company
New York
$173K -$7.71K -80 -4%