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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 %
LFAS
426
Level Four Advisory Services
Texas
$1.3M -$115K -1,165 -8%
VWA
427
V Wealth Advisors
Kansas
$1.29M +$19.5K +197 +2%
FMWA
428
Forvis Mazars Wealth Advisors
Missouri
$1.28M -$76.7K -773 -6%
Lido Advisors
429
Lido Advisors
California
$1.28M +$24.9K +251 +2%
HCM
430
Hamlin Capital Management
New York
$1.27M -$1.71M -17,280 -57%
BWM
431
BT Wealth Management
Georgia
$1.27M -$98.3K -991 -7%
IC
432
IEQ Capital
California
$1.26M +$12.7K +128 +1%
CFA
433
Carroll Financial Associates
North Carolina
$1.25M -$135K -1,360 -10%
SHJ
434
Sharkey, Howes & Javer
Colorado
$1.24M
PWM
435
Perigon Wealth Management
California
$1.24M +$834K +7,660 +206%
California State Teachers Retirement System (CalSTRS)
436
California State Teachers Retirement System (CalSTRS)
California
$1.24M +$846K +8,525 +217%
G
437
GenTrust
Florida
$1.2M -$11K -110 -0.9%
LAM
438
Lyrical Asset Management
New York
$1.2M -$11.1M -111,669 -90%
LWAC
439
Laurel Wealth Advisors (California)
California
$1.19M -$47.3K -477 -4%
VFA
440
Voya Financial Advisors
Connecticut
$1.19M +$16.8K +166 +1%
MMA
441
Miracle Mile Advisors
California
$1.18M +$1.18M +11,911 New
RCIM
442
Red Cedar Investment Management
Michigan
$1.17M +$99 +1 +0%
WCAMG
443
Woodard & Company Asset Management Group
North Carolina
$1.16M +$22.6K +228 +2%
PWM
444
PRW Wealth Management
Massachusetts
$1.15M -$133K -1,337 -10%
WWM
445
Western Wealth Management
Colorado
$1.14M +$463K +4,681 +68%
MCWS
446
McKinley Carter Wealth Services
West Virginia
$1.12M -$165K -1,664 -13%
AFA
447
American Financial Advisors
Georgia
$1.12M -$71.5K -654 -6%
TP
448
Tranquility Partners
Tennessee
$1.12M +$14.3K +144 +1%
TNB
449
Thomasville National Bank
Georgia
$1.11M +$513 +4 +0%
TCBWMS
450
Texas Capital Bank Wealth Management Services
Texas
$1.11M -$23.5K -237 -2%