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iShares Russell 1000 Value ETF

841 hedge funds and large institutions have $24.3B invested in iShares Russell 1000 Value ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 241 increasing their positions, 315 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+10
Holders Change %
+1.2%
% of All Funds
19.28%
Holding in Top 10
93
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.43%
% of All Funds
2.13%
New
55
Increased
241
Reduced
315
Closed
36
Calls
$13.9M
Puts
$49.4M
Net Calls
-$35.5M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
426
Capital Analysts LLC
Pennsylvania
$847K +$823K +6,785 +3,462%
FANJ
427
Financial Architects (New Jersey)
New Jersey
$837K
LCM
428
Logan Capital Management
Pennsylvania
$827K +$827K +6,813 New
EWA
429
Exencial Wealth Advisors
Oklahoma
$813K
KPAG
430
KLS Professional Advisors Group
New York
$806K
ADL
431
Asset Dedication LLC
California
$806K +$715K +5,888 +786%
AWA
432
Arete Wealth Advisors
Illinois
$803K +$275K +2,264 +52%
GP
433
Girard Partners
Pennsylvania
$795K +$53K +436 +7%
CCM
434
Coldstream Capital Management
Washington
$793K -$12.1K -100 -2%
FPTW
435
Franklin, Parlapiano, Turner & Welch
Texas
$793K
BTW
436
Boston Trust Walden
Massachusetts
$789K
AAC
437
Acorn Advisory Capital
New York
$789K +$109K +900 +16%
CIA
438
Capital Investment Advisors
Georgia
$784K +$8.61K +71 +1%
PO
439
Private Ocean
California
$776K
WC
440
Whitnell & Co
Illinois
$767K +$366K +3,015 +91%
BCWM
441
Blue Chip Wealth Management
Florida
$755K
NWP
442
Northstar Wealth Partners
Connecticut
$755K +$51.8K +427 +7%
MAS
443
Madden Advisory Services
Florida
$743K
HA
444
Harborview Advisors
Maine
$742K -$23.7K -195 -3%
TFO
445
Tarbox Family Office
California
$735K
DWM
446
Dakota Wealth Management
Florida
$734K -$37.2K -307 -5%
WS
447
Wedbush Securities
California
$733K +$44.3K +365 +6%
PWM
448
Patriot Wealth Management
Texas
$725K
CIA
449
Choate Investment Advisors
Massachusetts
$721K
Massachusetts Financial Services
450
Massachusetts Financial Services
Massachusetts
$720K +$720K +5,930 New