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iShares Russell 1000 Value ETF

1,106 hedge funds and large institutions have $30.9B invested in iShares Russell 1000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 400 increasing their positions, 309 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+146
Holders Change %
+15.21%
% of All Funds
21.84%
Holding in Top 10
116
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+27.47%
% of All Funds
2.29%
New
209
Increased
400
Reduced
309
Closed
48
Calls
$39.3M
Puts
$121M
Net Calls
-$81.9M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
401
Lenox Wealth Advisors
New York
$2.3M -$4.23K -31 -0.2%
CAC
402
Certified Advisory Corp
Florida
$2.29M -$200K -1,466 -8%
GG
403
GenWealth Group
New Jersey
$2.25M -$44.1K -323 -2%
FDCC
404
Foster Dykema Cabot & Co
Massachusetts
$2.25M -$21.6K -158 -1%
AB
405
Atlas Brown
Kentucky
$2.23M -$42.3K -310 -2%
WC
406
Whitnell & Co
Illinois
$2.21M -$237K -1,740 -10%
NFG
407
Next Financial Group
Texas
$2.2M +$14.9K +109 +0.7%
Bank of Montreal
408
Bank of Montreal
Ontario, Canada
$2.17M +$1.92M +14,099 +783%
FWP
409
FAS Wealth Partners
Kansas
$2.16M +$18K +132 +0.8%
FLPIM
410
F.L. Putnam Investment Management
Massachusetts
$2.16M +$1.65M +12,086 +326%
VVP
411
Vulcan Value Partners
Alabama
$2.13M +$2.13M +15,632 New
FPS
412
Fieldpoint Private Securities
Connecticut
$2.12M +$30.8K +226 +1%
GRP
413
Global Retirement Partners
California
$2.1M +$35.3K +259 +2%
LFAS
414
Level Four Advisory Services
Texas
$2.1M +$253K +1,715 +14%
CAL
415
Capital Analysts LLC
Pennsylvania
$2.1M -$15.4K -113 -0.7%
CCT
416
Chemung Canal Trust
New York
$2.09M +$180K +1,322 +9%
TNA
417
True North Advisors
Texas
$2.06M +$2.06M +15,079 New
BJL
418
Brighton Jones LLC
Washington
$2.05M +$42.4K +311 +2%
DCM
419
Dimension Capital Management
Florida
$2.05M +$372K +2,726 +22%
ELC
420
Edgar Lomax Company
Virginia
$2.03M +$2.03M +14,900 New
PFM
421
Phillips Financial Management
Indiana
$2.03M -$6.69K -49 -0.3%
Deutsche Bank
422
Deutsche Bank
Germany
$2.02M +$1.59M +11,678 +375%
BWM
423
BigSur Wealth Management
Florida
$2.02M +$419K +3,070 +26%
BAS
424
Brown Advisory Securities
Maryland
$2.01M -$35.5K -260 -2%
AWM
425
AE Wealth Management
Kansas
$1.97M +$193K +1,411 +11%