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iShares Russell 1000 Value ETF

831 hedge funds and large institutions have $24.5B invested in iShares Russell 1000 Value ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 262 increasing their positions, 342 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
831
Holders Change
-25
Holders Change %
-2.92%
% of All Funds
19.07%
Holding in Top 10
105
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-11.02%
% of All Funds
2.41%
New
60
Increased
262
Reduced
342
Closed
76
Calls
$39.3M
Puts
$47.2M
Net Calls
-$7.95M
Net Calls Change
-$46.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
376
Great Lakes Advisors
Illinois
$1.22M -$236K -1,968 -16%
JWA
377
JFS Wealth Advisors
Pennsylvania
$1.2M
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$1.19M -$791K -6,594 -40%
MCM
379
Manchester Capital Management
Vermont
$1.19M
TIM
380
Tortoise Investment Management
New York
$1.17M
SCA
381
Stillwater Capital Advisors
Pennsylvania
$1.16M
FNT
382
First National Trust
Pennsylvania
$1.16M -$229K -1,906 -16%
AWM
383
AE Wealth Management
Kansas
$1.15M +$281K +2,339 +32%
WI
384
Wintrust Investments
Illinois
$1.14M +$294K +2,451 +35%
CW
385
Cobiz Wealth
Colorado
$1.13M -$74.3K -620 -6%
WAG
386
Winthrop Advisory Group
Massachusetts
$1.12M +$38.3K +318 +4%
CL
387
CPWM LLC
Washington
$1.12M +$649K +5,405 +139%
BFPW
388
BOK Financial Private Wealth
Colorado
$1.12M -$66.8K -557 -6%
FFA
389
Fragasso Financial Advisors
Pennsylvania
$1.1M -$41K -342 -4%
LDB
390
Lee, Danner & Bass
Tennessee
$1.1M +$1.1M +9,151 New
SCA
391
STALEY CAPITAL ADVISERS
Pennsylvania
$1.09M
GC
392
Garde Capital
Washington
$1.09M +$20.6K +172 +2%
FMWA
393
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$569K +4,740 +112%
FTIOP
394
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.04M -$746K -6,215 -42%
TWA
395
TCI Wealth Advisors
Arizona
$1.03M -$1.92K -16 -0.2%
AWM
396
Altium Wealth Management
New York
$1.03M -$1.56K -13 -0.2%
CS
397
Credit Suisse
Switzerland
$1.03M +$1.03M +8,575 New
CWS
398
Cypress Wealth Services
California
$1.03M +$48.7K +406 +5%
FHB
399
First Hawaiian Bank
Hawaii
$1.01M
MWM
400
Merriman Wealth Management
Washington
$1.01M -$51.6K -430 -5%