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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 %
GTAM
426
Global Trust Asset Management
Florida
$1.3M -$3.98K -31 -0.3%
GBT
427
Grove Bank & Trust
Florida
$1.29M
SCA
428
Stillwater Capital Advisors
Pennsylvania
$1.29M +$94.3K +735 +8%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$1.29M -$12.8K -100 -1%
TFS
430
TrustCore Financial Services
Tennessee
$1.26M +$1.22M +9,491 +2,966%
TIM
431
Tortoise Investment Management
New York
$1.25M
CWM
432
Confluence Wealth Management
Oregon
$1.24M
KWM
433
Kingsview Wealth Management
Oregon
$1.22M +$161K +1,251 +15%
WS
434
Wedbush Securities
California
$1.21M -$5.9K -46 -0.5%
Massachusetts Financial Services
435
Massachusetts Financial Services
Massachusetts
$1.2M -$8.11M -63,194 -87%
VCM
436
Vivaldi Capital Management
Illinois
$1.19M
DWM
437
Doyle Wealth Management
Florida
$1.19M -$67.6K -527 -5%
LDB
438
Lee, Danner & Bass
Tennessee
$1.18M -$5.77K -45 -0.5%
JWA
439
JFS Wealth Advisors
Pennsylvania
$1.18M -$257 -2 -0%
PTC
440
Private Trust Company
Ohio
$1.16M -$86.5K -675 -7%
SPC
441
Sigma Planning Corp
Michigan
$1.15M +$307K +2,397 +36%
CBA
442
Coastal Bridge Advisors
Connecticut
$1.15M -$157K -1,225 -12%
DWA
443
Dougherty Wealth Advisers
Minnesota
$1.14M
AAS
444
Annex Advisory Services
Wisconsin
$1.14M +$59.4K +463 +5%
EPM
445
Elm Partners Management
Pennsylvania
$1.14M -$325K -2,532 -22%
MWM
446
Modera Wealth Management
New Jersey
$1.14M +$54.4K +424 +5%
Renaissance Technologies
447
Renaissance Technologies
New York
$1.13M +$1.13M +8,800 New
HW
448
Hancock Whitney
Mississippi
$1.11M -$609K -4,746 -35%
TNB
449
Thomasville National Bank
Georgia
$1.11M -$6.41K -50 -0.6%
GT
450
Glenview Trust
Kentucky
$1.11M +$485K +3,784 +78%