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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 %
SAM
351
Solaris Asset Management
New York
$344K -$12.1K -121 -3%
KIG
352
Kovitz Investment Group
Illinois
$344K
PFG
353
Pacific Financial Group
Washington
$343K
BTNA
354
Bremer Trust National Association
Minnesota
$340K
Bessemer Group
355
Bessemer Group
New Jersey
$334K -$34.6K -346 -9%
RP
356
Riverbridge Partners
Minnesota
$329K +$2K +20 +0.6%
FWP
357
FAS Wealth Partners
Kansas
$328K +$328K +3,281 New
WP
358
WMS Partners
Maryland
$322K +$1.4K +14 +0.4%
AIM
359
Allen Investment Management
New York
$322K +$322K +3,218 New
1IC
360
1919 Investment Counsel
Maryland
$321K
LW
361
Linscomb Wealth
Texas
$319K +$75.5K +754 +31%
EB
362
Eastern Bank
Massachusetts
$316K
MWP
363
MYCIO Wealth Partners
Pennsylvania
$313K +$1.5K +15 +0.5%
KIA
364
KCM Investment Advisors
California
$301K -$84.7K -846 -22%
VCM
365
Vision Capital Management
Oregon
$291K +$291K +2,910 New
QCMC
366
Quantum Capital Management (California)
California
$288K -$72.3K -718 -20%
First Manhattan
367
First Manhattan
New York
$286K
CCM
368
Coldstream Capital Management
Washington
$285K -$42.1K -420 -13%
TI
369
Truepoint Inc
Ohio
$284K +$284K +2,840 New
RC
370
RegentAtlantic Capital
New Jersey
$283K +$49.1K +491 +21%
CFA
371
Capstone Financial Advisors
Illinois
$281K +$1.5K +15 +0.5%
ST
372
Spinnaker Trust
Maine
$280K
BRWA
373
B. Riley Wealth Advisors
Florida
$275K -$215K -2,145 -44%
STC
374
SEI Trust Company
Pennsylvania
$270K +$270K +2,700 New
NIA
375
Northstar Investment Advisors
Colorado
$266K