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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 %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$173K
TWA
377
TCI Wealth Advisors
Arizona
$170K -$89.4K -928 -34%
ClearBridge Investments
378
ClearBridge Investments
New York
$169K -$330K -3,415 -66%
WA
379
WealthTrust-Arizona
Arizona
$165K
CWM
380
Cranbrook Wealth Management
Michigan
$154K
ST
381
Smithfield Trust
Pennsylvania
$135K -$8.23K -85 -6%
DADC
382
D.A. Davidson & Co
Montana
$134K +$31.4K +328 +31%
LIA
383
LS Investment Advisors
Michigan
$120K
LNB
384
Ledyard National Bank
$106K
CFA
385
Carroll Financial Associates
North Carolina
$102K
SAM
386
Shamrock Asset Management
Texas
$100K +$100K +1,040 New
PAS
387
Partnervest Advisory Services
California
$97K
PTC
388
Private Trust Company
Ohio
$97K +$96.2K +999 +12,488%
FCCM
389
First City Capital Management
Georgia
$96.5K +$96.5K +1,000 New
HF
390
Hoxton Financial
West Virginia
$95K -$17.3K -180 -15%
IAS
391
INR Advisory Services
Pennsylvania
$90K
JFA
392
JNBA Financial Advisors
Minnesota
$88K
AWM
393
Avior Wealth Management
Nebraska
$87K +$87K +901 New
WCM
394
Wealthcare Capital Management
Virginia
$82K -$190K -2,085 -70%
WA
395
Winfield Associates
Ohio
$77K -$21.8K -225 -22%
DSC
396
Duncker Streett & Co
Missouri
$64K +$64K +660 New
WRM
397
Westport Resources Management
Connecticut
$63K
TF
398
Tompkins Financial
New York
$61K
Credit Agricole
399
Credit Agricole
France
$58K
HHGA
400
Halbert Hargrove Global Advisors
California
$37K +$37K +381 New