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iShares Russell 1000 Value ETF

520 hedge funds and large institutions have $16.3B invested in iShares Russell 1000 Value ETF in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 199 increasing their positions, 141 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+61
Holders Change %
+13.29%
% of All Funds
13.88%
Holding in Top 10
87
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.13%
% of All Funds
2.32%
New
96
Increased
199
Reduced
141
Closed
26
Calls
$2.55M
Puts
$3.94M
Net Calls
-$1.4M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
426
Hollencrest Capital Management
California
$268K
PGFC
427
Peapack-Gladstone Financial Corp
New Jersey
$266K -$7.31K -70 -3%
CIC
428
Carnegie Investment Counsel
Ohio
$261K
NIA
429
Northstar Investment Advisors
Colorado
$260K -$17.6K -169 -6%
FPCP
430
Fort Point Capital Partners
California
$260K +$1.05K +10 +0.4%
CWM
431
Calamos Wealth Management
Illinois
$259K +$259K +2,482 New
Neuberger Berman Group
432
Neuberger Berman Group
New York
$255K +$255K +2,448 New
LBC
433
Lowe Brockenbrough & Co
Virginia
$253K
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$249K
DBT
435
Dubuque Bank & Trust
Iowa
$248K
CCM
436
Covington Capital Management
California
$245K -$2.61K -25 -1%
PP
437
Palladium Partners
Virginia
$242K
WCM
438
Wisconsin Capital Management
Wisconsin
$235K
CIM
439
Confluence Investment Management
Missouri
$235K +$235K +2,247 New
CCM
440
Condor Capital Management
New Jersey
$233K
KL
441
KWMG LLC
Kansas
$230K +$230K +2,227 New
RT
442
Rockland Trust
Massachusetts
$227K
EP
443
Edgestream Partners
New Jersey
$219K -$297K -2,845 -58%
FWM
444
Focused Wealth Management
New York
$219K
CG
445
Colony Group
Massachusetts
$218K +$175K +1,673 +407%
SFS
446
Strategic Financial Services
New York
$214K
BEAM
447
Baker Ellis Asset Management
Washington
$214K +$36.7K +351 +21%
CRC
448
Curi RMB Capital
Illinois
$212K -$8.44K -81 -4%
Parallax Volatility Advisers
449
Parallax Volatility Advisers
California
$212K +$212K +2,035 New
CAM
450
Carret Asset Management
New York
$210K