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iShares Russell 1000 Value ETF

960 hedge funds and large institutions have $28.1B invested in iShares Russell 1000 Value ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-6
Holders Change %
-0.62%
% of All Funds
21.08%
Holding in Top 10
91
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.19%
% of All Funds
2%
New
62
Increased
327
Reduced
338
Closed
61
Calls
$34.6M
Puts
$35.2M
Net Calls
-$603K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
401
TCI Wealth Advisors
Arizona
$1.51M +$49.4K +385 +3%
AFA
402
American Financial Advisors
Georgia
$1.51M -$181K -1,408 -11%
SWMG
403
Strategic Wealth Management Group
Maryland
$1.51M +$116K +902 +8%
BWM
404
BigSur Wealth Management
Florida
$1.5M
TP
405
Tranquility Partners
Tennessee
$1.49M +$99.4K +775 +7%
ST
406
Sageworth Trust
Pennsylvania
$1.49M
RCIM
407
Red Cedar Investment Management
Michigan
$1.48M
HTC
408
Haverford Trust Company
Pennsylvania
$1.45M
CWM
409
Connecticut Wealth Management
Connecticut
$1.45M +$56.3K +439 +4%
MA
410
Montag & Associates
Georgia
$1.43M +$406K +3,169 +40%
WCAMG
411
Woodard & Company Asset Management Group
North Carolina
$1.43M +$1.18M +9,180 +476%
SCM
412
Smith Capital Management
Arkansas
$1.42M
FNT
413
First National Trust
Pennsylvania
$1.41M +$36.3K +283 +3%
CWS
414
Cypress Wealth Services
California
$1.4M +$6.41K +50 +0.5%
SC
415
SouthState Corp
Florida
$1.38M -$130K -1,011 -9%
CGA
416
Crescent Grove Advisors
Illinois
$1.38M +$183K +1,430 +15%
LA
417
Legacy Advisors
Pennsylvania
$1.38M
ST
418
Spinnaker Trust
Maine
$1.38M
HNB
419
Huntington National Bank
Ohio
$1.38M -$1.49M
AC
420
Alexandria Capital
Virginia
$1.37M -$42.6K -332 -3%
SVWAG
421
Sound View Wealth Advisors Group
Georgia
$1.35M -$100K -783 -7%
FI
422
Financial Insights
Washington
$1.35M -$4.23K -33 -0.3%
P
423
Pitcairn
Pennsylvania
$1.32M -$883K -6,891 -40%
BIA
424
BHK Investment Advisors
Alabama
$1.32M -$12.6K -98 -0.9%
APA
425
American Portfolios Advisors
New York
$1.31M +$53.1K +414 +4%