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iShares Russell 1000 Value ETF

990 hedge funds and large institutions have $24.9B invested in iShares Russell 1000 Value ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 307 increasing their positions, 447 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-116
Holders Change %
-10.49%
% of All Funds
21.87%
Holding in Top 10
82
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-29.31%
% of All Funds
1.81%
New
67
Increased
307
Reduced
447
Closed
165
Calls
$31M
Puts
$105M
Net Calls
-$74.4M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
401
Lenox Wealth Advisors
New York
$1.55M -$119K -1,201 -7%
TNA
402
True North Advisors
Texas
$1.52M +$25.4K +256 +2%
ACM
403
Anfield Capital Management
California
$1.51M +$1.39M +14,027 +1,130%
GRP
404
Global Retirement Partners
California
$1.51M -$20K -202 -1%
SCA
405
Stillwater Capital Advisors
Pennsylvania
$1.47M +$441K +4,446 +43%
WA
406
Wealth Alliance
New York
$1.47M +$1.47M +14,851 New
DCM
407
Dimension Capital Management
Florida
$1.46M -$28.5K -287 -2%
BWM
408
Baystate Wealth Management
Massachusetts
$1.46M +$1.28M +12,886 +715%
BAS
409
Brown Advisory Securities
Maryland
$1.45M -$39.8K -393 -3%
SWMG
410
Strategic Wealth Management Group
Maryland
$1.45M +$269K +2,709 +23%
PWS
411
Peloton Wealth Strategists
Indiana
$1.44M +$379K +3,823 +36%
HW
412
Hancock Whitney
Mississippi
$1.41M -$704K -7,095 -33%
FPS
413
Fieldpoint Private Securities
Connecticut
$1.41M -$124K -1,252 -8%
PFM
414
Phillips Financial Management
Indiana
$1.4M -$6.9K -73 -0.5%
NEPWA
415
New England Private Wealth Advisors
Massachusetts
$1.4M +$27.2K +274 +2%
BP
416
Ballentine Partners
Massachusetts
$1.38M
SC
417
Savant Capital
Illinois
$1.36M +$109K +1,095 +9%
FWCM
418
Ferguson Wellman Capital Management
Oregon
$1.35M +$20.8K +210 +2%
CFG
419
Cooper Financial Group
California
$1.34M +$70.3K +709 +6%
HS
420
Horan Securities
United States
$1.34M -$1.05M -10,579 -44%
VAS
421
Vestmark Advisory Solutions
Massachusetts
$1.33M +$1.33M +13,366 New
MHS
422
M Holdings Securities
Oregon
$1.32M +$1.32M +13,320 New
MSWMA
423
Market Street Wealth Management Advisors
Indiana
$1.32M -$47.1K -475 -3%
SS
424
Simplicity Solutions
Minnesota
$1.31M +$467K +4,709 +55%
CGA
425
Crescent Grove Advisors
Illinois
$1.31M +$139K +1,398 +12%