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iShares Russell 1000 Value ETF

713 hedge funds and large institutions have $25.6B invested in iShares Russell 1000 Value ETF in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 246 increasing their positions, 259 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.8%
Holding in Top 10
101
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.32%
% of All Funds
2.52%
New
62
Increased
246
Reduced
259
Closed
41
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$7.73M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
401
Private Trust Company
Ohio
$840K
PG
402
Patten Group
Tennessee
$839K +$827K +6,979 +6,979%
FNT
403
First National Trust
Pennsylvania
$838K +$106K +898 +15%
FANJ
404
Financial Architects (New Jersey)
New Jersey
$817K +$5.57K +47 +0.7%
Massachusetts Financial Services
405
Massachusetts Financial Services
Massachusetts
$810K +$810K +6,831 New
EWA
406
Exencial Wealth Advisors
Oklahoma
$805K +$23K +194 +3%
BRWA
407
B. Riley Wealth Advisors
Florida
$795K -$17.8K -150 -2%
B
408
Brightworth
Georgia
$794K +$172K +1,453 +28%
BTW
409
Boston Trust Walden
Massachusetts
$770K +$34.4K +290 +5%
WI
410
Wintrust Investments
Illinois
$765K +$47.4K +400 +7%
TA
411
Tiedemann Advisors
New York
$758K -$9.09K -80 -1%
GP
412
Girard Partners
Pennsylvania
$756K +$108K +912 +17%
FFC
413
First Financial Corp
Indiana
$745K -$6.04K -51 -0.8%
MAS
414
Madden Advisory Services
Florida
$725K
TFO
415
Tarbox Family Office
California
$718K +$718K +6,055 New
PWM
416
Patriot Wealth Management
Texas
$708K -$109K -918 -13%
AZA
417
Arthur Zaske & Associates
Michigan
$706K
CIA
418
Choate Investment Advisors
Massachusetts
$704K
JFA
419
Johanson Financial Advisors
California
$694K +$55.1K +465 +9%
CCM
420
Coldstream Capital Management
Washington
$692K
DWM
421
Dakota Wealth Management
Florida
$692K +$13.5K +114 +2%
NCMW
422
Northern Capital Management (Wisconsin)
Wisconsin
$681K -$231K -1,950 -25%
DDPIC
423
Deroy & Devereaux Private Investment Counsel
Michigan
$681K -$14.8K -125 -2%
KWM
424
Kingsview Wealth Management
Oregon
$680K +$27.6K +233 +4%
LA
425
Lau Associates
Delaware
$679K