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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 %
QAM
401
QCI Asset Management
New York
$35K
WEC
402
Winslow Evans & Crocker
Massachusetts
$33.5K
ARMC
403
American Research & Management Company
Massachusetts
$33K
WA
404
Waverly Advisors
Alabama
$30K -$11K -114 -27%
CMO
405
Covenant Multifamily Offices
Texas
$28K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$26.7K -$27.5K -285 -51%
WA
407
WFG Advisors
Texas
$24K -$155K -1,582 -87%
PMFA
408
Plante Moran Financial Advisors
Michigan
$24K
BAM
409
Brave Asset Management
New Jersey
$23K
BWFA
410
Baltimore-Washington Financial Advisors
Maryland
$20K
OFS
411
Orrstown Financial Services
Pennsylvania
$19K -$57K -600 -75%
WAS
412
Winch Advisory Services
Wisconsin
$19K +$19K +201 New
FBT
413
Founders Bank & Trust
Michigan
$17K -$10.2M -107,229 -100%
GI
414
Gradient Investments
Minnesota
$17K
Parallax Volatility Advisers
415
Parallax Volatility Advisers
California
$16K -$10.8K -111 -40%
PSUF
416
People's United Financial
Connecticut
$16K
KPCM
417
Kings Point Capital Management
New York
$15K
BAM
418
Barrett Asset Management
New York
$15K +$15K +160 New
MAM
419
Meeder Asset Management
Ohio
$13K -$41.9K -425 -76%
CCS
420
Crosspoint Capital Strategies
California
$13K
BC
421
Bartlett & Co
Ohio
$12K
FFS
422
Founders Financial Securities
Maryland
$11.9K +$11.9K +123,614 New
SCG
423
Strategic Capital Group
Washington
$11K
FWM
424
Focused Wealth Management
New York
$10K -$3K -30 -23%
HRIA
425
Haberer Registered Investment Advisor
Ohio
$10K