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iShares Russell 1000 Value ETF

507 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-13
Holders Change %
-2.5%
% of All Funds
13.52%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
2.27%
New
49
Increased
180
Reduced
181
Closed
56
Calls
$2.18M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
401
Capstone Financial Advisors
Illinois
$291K +$723 +7 +0.2%
BCM
402
Brookmont Capital Management
Texas
$290K -$1.12M -10,836 -79%
ST
403
Spinnaker Trust
Maine
$288K
BOTW
404
Bank of the West
California
$277K +$277K +2,687 New
FWP
405
FAS Wealth Partners
Kansas
$275K -$103 -1 -0%
AIS
406
American Investment Services
Massachusetts
$270K
HIM
407
Hanlon Investment Management
New Jersey
$266K
HCM
408
Hollencrest Capital Management
California
$264K
CIC
409
Carnegie Investment Counsel
Ohio
$262K
PFS
410
Prospera Financial Services
Texas
$260K +$260K +2,521 New
BHBT
411
Burke & Herbert Bank & Trust
Virginia
$259K +$259K +2,510 New
MWAN
412
Mariner Wealth Advisors (NYC)
Kansas
$251K +$251K +2,438 New
LBC
413
Lowe Brockenbrough & Co
Virginia
$250K
DBT
414
Dubuque Bank & Trust
Iowa
$248K +$3.5K +34 +1%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$246K
AL
416
AJO LP
Pennsylvania
$244K -$9.09M -88,300 -97%
CCM
417
Covington Capital Management
California
$242K
RC
418
RegentAtlantic Capital
New Jersey
$241K -$247K -2,391 -51%
PP
419
Palladium Partners
Virginia
$239K
AA
420
ALPS Advisors
Colorado
$238K +$238K +2,307 New
KL
421
KWMG LLC
Kansas
$235K
CC
422
Cassaday & Co
Virginia
$233K -$1.83M -17,764 -89%
EVC
423
Eidelman Virant Capital
Missouri
$233K +$32.2K +313 +16%
CCM
424
Condor Capital Management
New Jersey
$231K +$516 +5 +0.2%
AI
425
Accredited Investors
Minnesota
$229K -$314K -3,045 -58%