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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 %
DWM
426
Dakota Wealth Management
Florida
$1.95M +$63.7K +467 +3%
SBSB
427
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.95M -$74.5K -546 -4%
CP
428
Coho Partners
Pennsylvania
$1.94M +$1.94M +14,240 New
VC
429
Veracity Capital
Georgia
$1.93M +$1.93M +14,128 New
CFA
430
Carroll Financial Associates
North Carolina
$1.91M +$10.2K +75 +0.5%
BP
431
Ballentine Partners
Massachusetts
$1.9M -$4.91K -36 -0.3%
BWM
432
BT Wealth Management
Georgia
$1.88M +$956 +7 +0.1%
CEP
433
Chicago Equity Partners
Illinois
$1.88M +$1.88M +13,800 New
MSWMA
434
Market Street Wealth Management Advisors
Indiana
$1.88M -$17.1K -125 -0.9%
NEPWA
435
New England Private Wealth Advisors
Massachusetts
$1.88M +$128K +937 +7%
ASN
436
Advisory Services Network
Georgia
$1.88M +$53.2K +390 +3%
SCP
437
Seizert Capital Partners
Michigan
$1.87M +$1.87M +13,728 New
FMWA
438
Forvis Mazars Wealth Advisors
Missouri
$1.87M
FUBT
439
First United Bank & Trust
Maryland
$1.85M -$6.01K -44 -0.3%
FWCM
440
Ferguson Wellman Capital Management
Oregon
$1.83M -$103K -753 -5%
Bessemer Group
441
Bessemer Group
New Jersey
$1.82M
AIM
442
Aspen Investment Management
Michigan
$1.79M -$149K -1,088 -8%
FNT
443
First National Trust
Pennsylvania
$1.77M +$275K +2,011 +18%
MCWS
444
McKinley Carter Wealth Services
West Virginia
$1.77M -$68.4K -501 -4%
LCM
445
Logan Capital Management
Pennsylvania
$1.77M +$811K +5,937 +85%
CG
446
Cutler Group
California
$1.77M +$1.77M +12,963 New
PWM
447
PRW Wealth Management
Massachusetts
$1.76M +$137K +1,000 +8%
Lord, Abbett & Co
448
Lord, Abbett & Co
New Jersey
$1.76M +$1.76M +12,888 New
CFG
449
Cooper Financial Group
California
$1.75M -$49.8K -365 -3%
Lido Advisors
450
Lido Advisors
California
$1.72M +$894K +6,547 +108%